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DeDora Capital’s Xcel Energy XEL Stock Holding History

DeDora Capital’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 		$1.56M Buy
19,367
+1,889
+11% +$151K 0.34% 55
2026
Q1 		$1.39M Buy
17,478
+81
+0.5% +$6.35K 0.34% 55
2025
Q4 		$1.28M Buy
17,397
+73
+0.4% +$5.76K 0.3% 57
2025
Q3 		$1.4M Sell
17,324
-74
-0.4% -$5.35K 0.34% 57
2025
Q2 		$1.18M Sell
17,398
-3,237
-16% -$224K 0.31% 58
2025
Q1 		$1.46M Buy
20,635
+509
+3% +$34.7K 0.42% 50
2024
Q4 		$1.36M Buy
20,126
+396
+2% +$26.6K 0.37% 51
2024
Q3 		$1.29M Buy
19,730
+331
+2% +$19.6K 0.36% 53
2024
Q2 		$1.04M Buy
19,399
+804
+4% +$43.7K 0.32% 56
2024
Q1 		$999K Buy
18,595
+2,425
+15% +$138K 0.32% 59
2023
Q4 		$1M Buy
16,170
+675
+4% +$40.5K 0.35% 56
2023
Q3 		$887K Buy
15,495
+1,126
+8% +$67.7K 0.35% 56
2023
Q2 		$893K Buy
14,369
+521
+4% +$34.8K 0.35% 59
2023
Q1 		$934K Buy
13,848
+203
+1% +$13.7K 0.4% 58
2022
Q4 		$957K Sell
13,645
-196
-1% -$13K 0.45% 49
2022
Q3 		$886K Buy
13,841
+99
+0.7% +$7.21K 0.46% 52
2022
Q2 		$972K Buy
13,742
+4,849
+55% +$353K 0.49% 50
2022
Q1 		$642K Buy
8,893
+2,390
+37% +$164K 0.26% 70
2021
Q4 		$440K Sell
6,503
-55
-0.8% -$3.58K 0.25% 42
2021
Q3 		$410K Buy
6,558
+265
+4% +$17.9K 0.18% 76
2021
Q2 		$415K Buy
6,293
+564
+10% +$39.3K 0.18% 72
2021
Q1 		$381K Buy
5,729
+970
+20% +$61.3K 0.18% 73
2020
Q4 		$317K Buy
4,759
+578
+14% +$40.3K 0.16% 77
2020
Q3 		$289K Buy
+4,181
New +$285K 0.16% 81

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

DeDora Capital's XEL Position: Q2 2026 in Review

DeDora Capital increased its Xcel Energy (XEL) stake by 11% in Q2 2026, buying an estimated $151K and bringing the position to 19,367 shares worth $1.56M. The position accounts for 0.34% of the portfolio, ranked #55.

DeDora Capital first reported a position in XEL in Q3 2020 and has held it in 24 quarters since. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • DeDora Capital held 19,367 shares of Xcel Energy worth $1.56M as of Q2 2026.
  • DeDora Capital bought 1,889 Xcel Energy shares in Q2 2026, an estimated $151K.
  • Xcel Energy made up 0.34% of DeDora Capital's portfolio in Q2 2026, its #55 holding.
  • DeDora Capital first reported a position in Xcel Energy in Q3 2020 and has held it in 24 quarters since.
  • 1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on DeDora Capital's 13F filing for Q2 2026, filed 13 Jul 2026.