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Daymark Wealth Partners’s Xcel Energy XEL Stock Holding History

Daymark Wealth Partners’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 		$261K Sell
3,251
-332
-9% -$26.5K 0.01% 675
2026
Q1 		$285K Sell
3,583
-26
-0.7% -$2.04K 0.01% 589
2025
Q4 		$267K Sell
3,609
-76
-2% -$5.99K 0.01% 514
2025
Q3 		$297K Buy
+3,685
New +$267K 0.01% 480

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

Daymark Wealth Partners's XEL Position: Q2 2026 in Review

Daymark Wealth Partners reduced its Xcel Energy (XEL) stake by 9.3% in Q2 2026, selling an estimated $26.5K and leaving 3,251 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #675.

Daymark Wealth Partners first reported a position in XEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $297K in Q3 2025. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Daymark Wealth Partners held 3,251 shares of Xcel Energy worth $261K as of Q2 2026.
  • Daymark Wealth Partners sold 332 Xcel Energy shares in Q2 2026, an estimated $26.5K.
  • Xcel Energy made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #675 holding.
  • Daymark Wealth Partners first reported a position in Xcel Energy in Q3 2025 and has held it in 4 quarters since.
  • Daymark Wealth Partners's Xcel Energy position peaked at $297K in Q3 2025.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.