Cornerstone Wealth Management’s Xcel Energy XEL Stock Holding History

Cornerstone Wealth 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	$247K	Sell	3,075 -82	-3%	-$6.54K	0.01%	662
2026 Q1	$251K	Buy	3,157 +2	+0.1%	+$157	0.01%	619
2025 Q4	$233K	Buy	+3,155	New	+$249K	0.01%	616
2023 Q2	–	Sell	-2,983	Closed	-$201K	–	526
2023 Q1	$201K	Buy	+2,983	New	+$201K	0.02%	454
2022 Q3	$202K	Buy	3,161 +10	+0.3%	+$728	0.02%	420
2022 Q2	$223K	Buy	3,151 +9	+0.3%	+$655	0.02%	407
2022 Q1	$227K	Buy	3,142 +9	+0.3%	+$618	0.02%	426
2021 Q4	$211K	Buy	+3,133	New	+$204K	0.02%	477
2021 Q3	–	Sell	-3,740	Closed	-$246K	–	490
2021 Q2	$246K	Buy	+3,740	New	+$260K	0.03%	408
2018 Q4	–	Sell	-59,619	Closed	-$1.25M	–	1166
2018 Q3	$1.25M	Buy	59,619 +20,669	+53%	+$976K	0.02%	647
2018 Q2	$843K	Buy	+38,950	New	+$1.74M	0.01%	831

Other funds holding XEL

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Cornerstone Wealth Management's XEL Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Xcel Energy (XEL) stake by 2.6% in Q2 2026, selling an estimated $6.54K and leaving 3,075 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #662.

Cornerstone Wealth Management first reported a position in XEL in Q2 2018 and has held it in 11 quarters since. The position peaked at $1.25M in Q3 2018. 353 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Cornerstone Wealth Management held 3,075 shares of Xcel Energy worth $247K as of Q2 2026.
Cornerstone Wealth Management sold 82 Xcel Energy shares in Q2 2026, an estimated $6.54K.
Xcel Energy made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #662 holding.
Cornerstone Wealth Management first reported a position in Xcel Energy in Q2 2018 and has held it in 11 quarters since.
Cornerstone Wealth Management's Xcel Energy position peaked at $1.25M in Q3 2018.
353 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

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