Commonwealth Retirement Investments’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$24.8K Buy
+309
New +$24.7K 0.01% 228
2026
Q1
– Sell
-309
Closed -$22.8K – 415
2025
Q4
$22.8K Buy
+309
New +$24.4K 0.01% 235

Other funds holding XEL

Commonwealth Retirement Investments's XEL Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in Xcel Energy (XEL) in Q2 2026: 309 shares worth $24.8K. The stake represents 0.01% of the portfolio and ranks #228 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in XEL as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in XEL in Q4 2025 and has held it in 2 quarters since. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Commonwealth Retirement Investments held 309 shares of Xcel Energy worth $24.8K as of Q2 2026.
  • Xcel Energy was a new Commonwealth Retirement Investments position in Q2 2026.
  • Xcel Energy made up 0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #228 holding.
  • Commonwealth Retirement Investments first reported a position in Xcel Energy in Q4 2025 and has held it in 2 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.