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Buska Wealth Management’s Xcel Energy XEL Stock Holding History

Buska 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 		$379K Buy
4,716
+35
+0.7% +$2.79K 0.14% 53
2026
Q1 		$372K Buy
4,681
+35
+0.8% +$2.75K 0.15% 52
2025
Q4 		$343K Sell
4,646
-30
-0.6% -$2.37K 0.13% 50
2025
Q3 		$377K Buy
4,676
+35
+0.8% +$2.53K 0.11% 46
2025
Q2 		$316K Buy
4,641
+562
+14% +$39K 0.09% 53
2025
Q1 		$289K Buy
4,079
+33
+0.8% +$2.25K 0.09% 55
2024
Q4 		$273K Sell
4,046
-281
-6% -$18.8K 0.09% 51
2024
Q3 		$283K Buy
4,327
+38
+0.9% +$2.25K 0.1% 51
2024
Q2 		$229K Sell
4,289
-2
-0% -$109 0.09% 48
2024
Q1 		$231K Buy
+4,291
New +$245K 0.1% 45

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 $3.37T AUM 44.26% 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

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

Buska Wealth Management increased its Xcel Energy (XEL) stake by 0.75% in Q2 2026, buying an estimated $2.79K and bringing the position to 4,716 shares worth $379K. The position accounts for 0.14% of the portfolio, ranked #53.

Buska Wealth Management first reported a position in XEL in Q1 2024 and has held it in 10 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Buska Wealth Management held 4,716 shares of Xcel Energy worth $379K as of Q2 2026.
  • Buska Wealth Management bought 35 Xcel Energy shares in Q2 2026, an estimated $2.79K.
  • Xcel Energy made up 0.14% of Buska Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Buska Wealth Management first reported a position in Xcel Energy in Q1 2024 and has held it in 10 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Buska Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.