Concord Wealth Partners’s Xcel Energy XEL Stock Holding History

Concord 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	$366K	Hold	4,561	–	–	0.04%	165
2026 Q1	$362K	Sell	4,561 -61	-1%	-$4.79K	0.05%	157
2025 Q4	$341K	Sell	4,622 -123	-3%	-$9.7K	0.04%	159
2025 Q3	$383K	Hold	4,745	–	–	0.05%	157
2025 Q2	$323K	Hold	4,745	–	–	0.05%	168
2025 Q1	$336K	Sell	4,745 -600	-11%	-$40.8K	0.06%	161
2024 Q4	$361K	Hold	5,345	–	–	0.06%	160
2024 Q3	$349K	Hold	5,345	–	–	0.06%	157
2024 Q2	$285K	Hold	5,345	–	–	0.05%	166
2024 Q1	$287K	Buy	5,345 +150	+3%	+$8.56K	0.05%	174
2023 Q4	$322K	Hold	5,195	–	–	0.06%	155
2023 Q3	$297K	Hold	5,195	–	–	0.06%	156
2023 Q2	$323K	Hold	5,195	–	–	0.07%	144
2023 Q1	$350K	Buy	5,195 +1,544	+42%	+$104K	0.1%	108
2022 Q4	$256K	Buy	+3,651	New	+$243K	0.08%	139
2022 Q3	–	Sell	-658	Closed	-$47K	–	1177
2022 Q2	$47K	Hold	658	–	–	0.01%	387
2022 Q1	$47K	Buy	658 +5	+0.8%	+$344	0.01%	456
2021 Q4	$44K	Buy	653 +53	+9%	+$3.46K	0.01%	475
2021 Q3	$38K	Hold	600	–	–	0.02%	266
2021 Q2	$40K	Sell	600 -7	-1%	-$487	0.01%	383
2021 Q1	$40K	Hold	607	–	–	0.01%	372
2020 Q4	$40K	Buy	+607	New	+$42.3K	0.03%	235

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Concord Wealth Partners held its Xcel Energy (XEL) position steady in Q2 2026 at 4,561 shares worth $366K. The position accounts for 0.04% of the portfolio, ranked #165.

Concord Wealth Partners first reported a position in XEL in Q4 2020 and has held it in 22 quarters since. The position peaked at $383K in Q3 2025. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Concord Wealth Partners held 4,561 shares of Xcel Energy worth $366K as of Q2 2026.
Concord Wealth Partners left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.04% of Concord Wealth Partners's portfolio in Q2 2026, its #165 holding.
Concord Wealth Partners first reported a position in Xcel Energy in Q4 2020 and has held it in 22 quarters since.
Concord Wealth Partners's Xcel Energy position peaked at $383K in Q3 2025.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.