Confluence Wealth Services’s Xcel Energy XEL Stock Holding History

Confluence Wealth Services’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	$281K	Buy	3,502 +382	+12%	+$30.5K	0.01%	413
2026 Q1	$248K	Hold	3,120	–	–	0.01%	337
2025 Q4	$230K	Buy	3,120 +315	+11%	+$24.8K	0.01%	349
2025 Q3	$226K	Buy	+2,805	New	+$203K	0.01%	346
2025 Q2	–	Sell	-2,805	Closed	-$201K	–	364
2025 Q1	$201K	Buy	+2,805	New	+$191K	0.01%	329
2023 Q3	–	Sell	-3,307	Closed	-$206K	–	274
2023 Q2	$206K	Sell	3,307 -24	-0.7%	-$1.6K	0.04%	255
2023 Q1	$225K	Buy	3,331 +44	+1%	+$2.97K	0.05%	244
2022 Q4	$230K	Hold	3,287	–	–	0.06%	215
2022 Q3	$210K	Hold	3,287	–	–	0.09%	209
2022 Q2	$245K	Buy	3,287 +482	+17%	+$35.1K	0.11%	228
2022 Q1	$202K	Hold	2,805	–	–	0.07%	242
2021 Q4	$189K	Buy	+2,805	New	+$183K	0.06%	233

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

Confluence Wealth Services's XEL Position: Q2 2026 in Review

Confluence Wealth Services increased its Xcel Energy (XEL) stake by 12% in Q2 2026, buying an estimated $30.5K and bringing the position to 3,502 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #413.

Confluence Wealth Services first reported a position in XEL in Q4 2021 and has held it in 12 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Confluence Wealth Services held 3,502 shares of Xcel Energy worth $281K as of Q2 2026.
Confluence Wealth Services bought 382 Xcel Energy shares in Q2 2026, an estimated $30.5K.
Xcel Energy made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #413 holding.
Confluence Wealth Services first reported a position in Xcel Energy in Q4 2021 and has held it in 12 quarters since.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.