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Cedar Mountain Advisors’s Xcel Energy XEL Stock Holding History

Cedar Mountain Advisors’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 		$39.7K Hold
495
– – 0.01% 212
2026
Q1 		$39.3K Buy
+495
New +$38.8K 0.01% 180
2023
Q1 		– Sell
-89
Closed -$6.24K – 326
2022
Q4 		$6.24K Hold
89
– – ﹤0.01% 195
2022
Q3 		$6K Hold
89
– – ﹤0.01% 203
2022
Q2 		$6K Hold
89
– – ﹤0.01% 208
2022
Q1 		$6K Hold
89
– – ﹤0.01% 227
2021
Q4 		$6K Hold
89
– – ﹤0.01% 231
2021
Q3 		$6K Buy
+89
New +$6.01K ﹤0.01% 222

Other funds holding XEL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PL
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
Wealth Enhancement Advisory Services
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
TE
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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Cedar Mountain Advisors's XEL Position: Q2 2026 in Review

Cedar Mountain Advisors held its Xcel Energy (XEL) position steady in Q2 2026 at 495 shares worth $39.7K. The position accounts for 0.01% of the portfolio, ranked #212.

Cedar Mountain Advisors first reported a position in XEL in Q3 2021 and has held it in 8 quarters since. 193 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Cedar Mountain Advisors held 495 shares of Xcel Energy worth $39.7K as of Q2 2026.
  • Cedar Mountain Advisors left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #212 holding.
  • Cedar Mountain Advisors first reported a position in Xcel Energy in Q3 2021 and has held it in 8 quarters since.
  • 193 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.