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Clark Wealth Partners’s Xcel Energy XEL Stock Holding History

Clark Wealth Partners’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 		$2.51K Hold
31
– – ﹤0.01% 394
2026
Q1 		$2.49K Sell
31
-9
-23% -$706 ﹤0.01% 423
2025
Q4 		$2.95K Hold
40
– – ﹤0.01% 393
2025
Q3 		$2.95K Buy
40
+8
+25% +$579 ﹤0.01% 393
2025
Q2 		$2.18K Hold
32
– – ﹤0.01% 372
2025
Q1 		$2.27K Hold
32
– – ﹤0.01% 358
2024
Q4 		$2.16K Buy
+32
New +$2.15K ﹤0.01% 341

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

Clark Wealth Partners's XEL Position: Q2 2026 in Review

Clark Wealth Partners held its Xcel Energy (XEL) position steady in Q2 2026 at 31 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Clark Wealth Partners first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.95K in Q4 2025. 1,233 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Clark Wealth Partners held 31 shares of Xcel Energy worth $2.51K as of Q2 2026.
  • Clark Wealth Partners left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #394 holding.
  • Clark Wealth Partners first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
  • Clark Wealth Partners's Xcel Energy position peaked at $2.95K in Q4 2025.
  • 1,233 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.