Compass Financial Management’s Xcel Energy XEL Stock Holding History

Compass Financial Management’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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Compass Financial Management's XEL Position: Q2 2026 in Review

Compass Financial Management 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.

1,233 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Compass Financial Management held 1,641 shares of Xcel Energy worth $129K as of Q2 2026.
Xcel Energy was a new Compass Financial Management position in Q2 2026.
Xcel Energy made up 0.02% of Compass Financial Management's portfolio in Q2 2026, its #508 holding.
1,233 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.