DAGCO Inc’s Xcel Energy XEL Stock Holding History

DAGCO Inc’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	-118	Closed	-$9.37K	–	352
2026 Q1	$9.37K	Hold	118	–	–	﹤0.01%	277
2025 Q4	$8.71K	Hold	118	–	–	﹤0.01%	293
2025 Q3	$9.52K	Hold	118	–	–	﹤0.01%	277
2025 Q2	$8.04K	Hold	118	–	–	﹤0.01%	278
2025 Q1	$8.35K	Buy	+118	New	+$8.03K	﹤0.01%	255

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

DAGCO Inc's XEL Position: Q2 2026 in Review

DAGCO Inc sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 118 shares — an estimated $9.37K sold.

DAGCO Inc first reported a position in XEL in Q1 2025 and held it in 5 quarters. The position peaked at $9.52K in Q3 2025. 1,285 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

DAGCO Inc reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
DAGCO Inc sold 118 Xcel Energy shares in Q2 2026, an estimated $9.37K.
DAGCO Inc first reported a position in Xcel Energy in Q1 2025 and held it in 5 quarters.
DAGCO Inc's Xcel Energy position peaked at $9.52K in Q3 2025.
1,285 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.