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Collier Financial’s Xcel Energy XEL Stock Holding History

Collier Financial’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 		$7.96K Sell
99
-377
-79% -$30.1K 0.01% 123
2026
Q1 		$37.8K Buy
476
+4
+0.8% +$314 0.03% 84
2025
Q4 		$34.9K Buy
472
+3
+0.6% +$237 0.03% 86
2025
Q3 		$37.8K Buy
+469
New +$33.9K 0.03% 86

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

Collier Financial's XEL Position: Q2 2026 in Review

Collier Financial reduced its Xcel Energy (XEL) stake by 79% in Q2 2026, selling an estimated $30.1K and leaving 99 shares worth $7.96K. The position accounts for 0.01% of the portfolio, ranked #123.

Collier Financial first reported a position in XEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $37.8K in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Collier Financial held 99 shares of Xcel Energy worth $7.96K as of Q2 2026.
  • Collier Financial sold 377 Xcel Energy shares in Q2 2026, an estimated $30.1K.
  • Xcel Energy made up 0.01% of Collier Financial's portfolio in Q2 2026, its #123 holding.
  • Collier Financial first reported a position in Xcel Energy in Q3 2025 and has held it in 4 quarters since.
  • Collier Financial's Xcel Energy position peaked at $37.8K in Q3 2025.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Collier Financial's 13F filing for Q2 2026, filed 30 Jul 2026.