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Centric Wealth Management’s Xcel Energy XEL Stock Holding History

Centric 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 		$537K Buy
6,763
+3,584
+113% +$286K 0.08% 134
2026
Q1 		$258K Sell
3,179
-4
-0.1% -$314 0.05% 177
2025
Q4 		$237K Hold
3,183
– – 0.05% 175
2025
Q3 		$258K Buy
3,183
+33
+1% +$2.39K 0.06% 166
2025
Q2 		$231K Hold
3,150
– – 0.06% 168
2025
Q1 		$223K Hold
3,150
– – 0.06% 156
2024
Q4 		$213K Hold
3,150
– – 0.06% 158
2024
Q3 		$209K Buy
+3,150
New +$187K 0.06% 165

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

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

Centric Wealth Management increased its Xcel Energy (XEL) stake by 113% in Q2 2026, buying an estimated $286K and bringing the position to 6,763 shares worth $537K. The position accounts for 0.08% of the portfolio, ranked #134.

Centric Wealth Management first reported a position in XEL in Q3 2024 and has held it in 8 quarters since. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Centric Wealth Management held 6,763 shares of Xcel Energy worth $537K as of Q2 2026.
  • Centric Wealth Management bought 3,584 Xcel Energy shares in Q2 2026, an estimated $286K.
  • Xcel Energy made up 0.08% of Centric Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Centric Wealth Management first reported a position in Xcel Energy in Q3 2024 and has held it in 8 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.