Destiny Wealth Partners’s Xcel Energy XEL Stock Holding History

Destiny 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	–	Sell	-55	Closed	-$4.37K	–	1112
2026 Q1	$4.37K	Buy	+55	New	+$4.31K	﹤0.01%	995
2022 Q4	–	Sell	-4,168	Closed	-$267K	–	716
2022 Q3	$267K	Buy	4,168 +1,032	+33%	+$75.1K	0.06%	156
2022 Q2	$222K	Buy	3,136 +1,728	+123%	+$126K	0.05%	160
2022 Q1	$102K	Buy	+1,408	New	+$96.7K	0.02%	238
2021 Q2	–	Sell	-548	Closed	-$36K	–	524
2021 Q1	$36K	Sell	548 -3,495	-86%	-$221K	0.01%	314
2020 Q4	$270K	Buy	+4,043	New	+$282K	0.06%	175

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

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

Destiny Wealth Partners sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 55 shares — an estimated $4.37K sold.

Destiny Wealth Partners first reported a position in XEL in Q4 2020 and held it in 6 quarters. The position peaked at $270K in Q4 2020. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Destiny Wealth Partners reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 55 Xcel Energy shares in Q2 2026, an estimated $4.37K.
Destiny Wealth Partners first reported a position in Xcel Energy in Q4 2020 and held it in 6 quarters.
Destiny Wealth Partners's Xcel Energy position peaked at $270K in Q4 2020.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

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