COMPASS FINANCIAL MANAGEMENT LLC’s Xcel Energy XEL Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$129K	Buy	+1,641	New	+$131K	0.02%	508

Other funds holding XEL

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's XEL Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Xcel Energy (XEL) in Q2 2026: 1,641 shares worth $129K. The stake represents 0.02% of the portfolio and ranks #508 among its holdings.

991 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 1,641 shares of Xcel Energy worth $129K as of Q2 2026.
Xcel Energy was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Xcel Energy made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #508 holding.
991 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.