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Bullock Wealth Management’s Xcel Energy XEL Stock Holding History

Bullock Wealth Management’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$71.9K Buy
902
+3
+0.3% +$239 0.03% 249
2026
Q1 		$71.7K Buy
899
+6
+0.7% +$471 0.04% 243
2025
Q4 		$66K Buy
893
+5
+0.6% +$394 0.03% 235
2025
Q3 		$71.3K Buy
888
+6
+0.7% +$434 0.04% 230
2025
Q2 		$60.6K Sell
882
-13
-1% -$902 0.03% 231
2025
Q1 		$63.3K Sell
895
-35
-4% -$2.38K 0.04% 225
2024
Q4 		$62.8K Sell
930
-17
-2% -$1.14K 0.04% 230
2024
Q3 		$61.8K Sell
947
-17
-2% -$1.01K 0.04% 220
2024
Q2 		$50.5K Sell
964
-54
-5% -$2.94K 0.03% 232
2024
Q1 		$54.2K Buy
+1,018
New +$58.1K 0.04% 238

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bullock Wealth Management's XEL Position: Q2 2026 in Review

Bullock Wealth Management increased its Xcel Energy (XEL) stake by 0.33% in Q2 2026, buying an estimated $239 and bringing the position to 902 shares worth $71.9K. The position accounts for 0.03% of the portfolio, ranked #249.

Bullock Wealth Management first reported a position in XEL in Q1 2024 and has held it in 10 quarters since. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Bullock Wealth Management held 902 shares of Xcel Energy worth $71.9K as of Q2 2026.
  • Bullock Wealth Management bought 3 Xcel Energy shares in Q2 2026, an estimated $239.
  • Xcel Energy made up 0.03% of Bullock Wealth Management's portfolio in Q2 2026, its #249 holding.
  • Bullock Wealth Management first reported a position in Xcel Energy in Q1 2024 and has held it in 10 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.