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Curio Wealth’s Xcel Energy XEL Stock Holding History

Curio Wealth’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 		– Sell
-345
Closed -$27.4K – 1179
2026
Q1 		$27.4K Buy
345
+4
+1% +$314 0.01% 163
2025
Q4 		$25.3K Buy
341
+82
+32% +$6.47K 0.01% 180
2025
Q3 		$20.9K Sell
259
-82
-24% -$5.93K 0.01% 155
2025
Q2 		$23.2K Buy
341
+339
+16,950% +$23.5K 0.01% 160
2025
Q1 		$23K Sell
2
-257
-99% -$17.5K 0.01% 168
2024
Q4 		$17.5K Buy
+259
New +$17.4K 0.01% 179

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 $3.37T AUM 44.26% 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

Curio Wealth's XEL Position: Q2 2026 in Review

Curio Wealth sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 345 shares — an estimated $27.4K sold.

Curio Wealth first reported a position in XEL in Q4 2024 and held it in 6 quarters. The position peaked at $27.4K in Q1 2026. 1,285 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Curio Wealth reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 345 Xcel Energy shares in Q2 2026, an estimated $27.4K.
  • Curio Wealth first reported a position in Xcel Energy in Q4 2024 and held it in 6 quarters.
  • Curio Wealth's Xcel Energy position peaked at $27.4K in Q1 2026.
  • 1,285 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.