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Compass Financial Group (South Dakota)’s Xcel Energy XEL Stock Holding History

Compass Financial Group (South Dakota)’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 		$276K Buy
3,438
+163
+5% +$13K 0.03% 96
2026
Q1 		$260K Hold
3,275
– – 0.04% 87
2025
Q4 		$242K Buy
3,275
+398
+14% +$31.4K 0.03% 91
2025
Q3 		$232K Sell
2,877
-202
-7% -$14.6K 0.03% 93
2025
Q2 		$210K Hold
3,079
– – 0.03% 89
2025
Q1 		$218K Hold
3,079
– – 0.04% 86
2024
Q4 		$208K Hold
3,079
– – 0.04% 89
2024
Q3 		$201K Buy
+3,079
New +$183K 0.04% 91
2023
Q2 		– Sell
-3,079
Closed -$208K – 99
2023
Q1 		$208K Hold
3,079
– – 0.07% 89
2022
Q4 		$216K Buy
+3,079
New +$205K 0.08% 89

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

Compass Financial Group (South Dakota)'s XEL Position: Q2 2026 in Review

Compass Financial Group (South Dakota) increased its Xcel Energy (XEL) stake by 5% in Q2 2026, buying an estimated $13K and bringing the position to 3,438 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #96.

Compass Financial Group (South Dakota) first reported a position in XEL in Q4 2022 and has held it in 10 quarters since. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Compass Financial Group (South Dakota) held 3,438 shares of Xcel Energy worth $276K as of Q2 2026.
  • Compass Financial Group (South Dakota) bought 163 Xcel Energy shares in Q2 2026, an estimated $13K.
  • Xcel Energy made up 0.03% of Compass Financial Group (South Dakota)'s portfolio in Q2 2026, its #96 holding.
  • Compass Financial Group (South Dakota) first reported a position in Xcel Energy in Q4 2022 and has held it in 10 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q2 2026, filed 5 Aug 2026.