Burkett Financial Services’s Xcel Energy XEL Stock Holding History

Burkett Financial Services’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	$66.7K	Buy	831 +6	+0.7%	+$479	0.02%	82
2026 Q1	$65.5K	Buy	825 +7	+0.9%	+$549	0.02%	84
2025 Q4	$60.5K	Sell	818 -154	-16%	-$12.1K	0.02%	87
2025 Q3	$78.4K	Sell	972 -358	-27%	-$25.9K	0.03%	82
2025 Q2	$90.6K	Buy	1,330 +11	+0.8%	+$763	0.03%	74
2025 Q1	$93.4K	Buy	1,319 +10	+0.8%	+$681	0.04%	68
2024 Q4	$88.4K	Buy	1,309 +229	+21%	+$15.4K	0.04%	68
2024 Q3	$70.5K	Buy	1,080 +11	+1%	+$652	0.03%	69
2024 Q2	$57.1K	Buy	1,069 +10	+0.9%	+$544	0.03%	72
2024 Q1	$56.9K	Buy	1,059 +10	+1%	+$571	0.03%	80
2023 Q4	$65K	Buy	+1,049	New	+$62.9K	0.04%	77

Other funds holding XEL

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Burkett Financial Services's XEL Position: Q2 2026 in Review

Burkett Financial Services increased its Xcel Energy (XEL) stake by 0.73% in Q2 2026, buying an estimated $479 and bringing the position to 831 shares worth $66.7K. The position accounts for 0.02% of the portfolio, ranked #82.

Burkett Financial Services first reported a position in XEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $93.4K in Q1 2025. 279 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Burkett Financial Services held 831 shares of Xcel Energy worth $66.7K as of Q2 2026.
Burkett Financial Services bought 6 Xcel Energy shares in Q2 2026, an estimated $479.
Xcel Energy made up 0.02% of Burkett Financial Services's portfolio in Q2 2026, its #82 holding.
Burkett Financial Services first reported a position in Xcel Energy in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's Xcel Energy position peaked at $93.4K in Q1 2025.
279 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.