Burk Holdings’s Xcel Energy XEL Stock Holding History

Burk Holdings’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	$3.69K	Hold	46	–	–	﹤0.01%	407
2026 Q1	$3.65K	Buy	+46	New	+$3.61K	﹤0.01%	410

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Burk Holdings's XEL Position: Q2 2026 in Review

Burk Holdings held its Xcel Energy (XEL) position steady in Q2 2026 at 46 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Burk Holdings first reported a position in XEL in Q1 2026 and has held it in 2 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Burk Holdings held 46 shares of Xcel Energy worth $3.69K as of Q2 2026.
Burk Holdings left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #407 holding.
Burk Holdings first reported a position in Xcel Energy in Q1 2026 and has held it in 2 quarters since.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.