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Dakota Wealth Management’s Xcel Energy XEL Stock Holding History

Dakota 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 		$1.52M Sell
18,883
-1,111
-6% -$88.7K 0.03% 359
2026
Q1 		$1.59M Buy
19,994
+1,175
+6% +$92.2K 0.03% 325
2025
Q4 		$1.39M Sell
18,819
-1,174
-6% -$92.6K 0.02% 338
2025
Q3 		$1.61M Sell
19,993
-2,087
-9% -$151K 0.03% 291
2025
Q2 		$1.5M Buy
22,080
+975
+5% +$67.6K 0.03% 318
2025
Q1 		$1.49M Sell
21,105
-2,025
-9% -$138K 0.03% 304
2024
Q4 		$1.56M Buy
23,130
+151
+0.7% +$10.1K 0.04% 293
2024
Q3 		$1.5M Buy
22,979
+205
+0.9% +$12.2K 0.03% 309
2024
Q2 		$1.22M Sell
22,774
-90
-0.4% -$4.9K 0.03% 333
2024
Q1 		$1.23M Buy
22,864
+3,148
+16% +$180K 0.03% 331
2023
Q4 		$1.22M Sell
19,716
-2,255
-10% -$135K 0.05% 285
2023
Q3 		$1.26M Buy
21,971
+734
+3% +$44.1K 0.06% 253
2023
Q2 		$1.32M Buy
+21,237
New +$1.42M 0.06% 219

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

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

Dakota Wealth Management reduced its Xcel Energy (XEL) stake by 5.6% in Q2 2026, selling an estimated $88.7K and leaving 18,883 shares worth $1.52M. The position accounts for 0.03% of the portfolio, ranked #359.

Dakota Wealth Management first reported a position in XEL in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.61M in Q3 2025. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Dakota Wealth Management held 18,883 shares of Xcel Energy worth $1.52M as of Q2 2026.
  • Dakota Wealth Management sold 1,111 Xcel Energy shares in Q2 2026, an estimated $88.7K.
  • Xcel Energy made up 0.03% of Dakota Wealth Management's portfolio in Q2 2026, its #359 holding.
  • Dakota Wealth Management first reported a position in Xcel Energy in Q2 2023 and has held it in 13 quarters since.
  • Dakota Wealth Management's Xcel Energy position peaked at $1.61M in Q3 2025.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

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