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DHJJ Financial Advisors’s Xcel Energy XEL Stock Holding History

DHJJ Financial Advisors’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 		$18.9K Hold
235
– – 0.01% 545
2026
Q1 		$18.7K Hold
235
– – 0.01% 537
2025
Q4 		$17.4K Hold
235
– – 0.01% 517
2025
Q3 		$19K Hold
235
– – 0.01% 499
2025
Q2 		$16K Hold
235
– – 0.01% 497
2025
Q1 		$16.6K Hold
235
– – 0.01% 450
2024
Q4 		$15.9K Hold
235
– – 0.01% 446
2024
Q3 		$15.3K Hold
235
– – 0.01% 442
2024
Q2 		$12.6K Hold
235
– – 0.01% 433
2024
Q1 		$12.6K Hold
235
– – 0.01% 423
2023
Q4 		$14.5K Hold
235
– – 0.01% 394
2023
Q3 		$13.4K Buy
+235
New +$14.1K 0.01% 396

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 $3.38T AUM 44.17% 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

DHJJ Financial Advisors's XEL Position: Q2 2026 in Review

DHJJ Financial Advisors held its Xcel Energy (XEL) position steady in Q2 2026 at 235 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #545.

DHJJ Financial Advisors first reported a position in XEL in Q3 2023 and has held it in 12 quarters since. The position peaked at $19K in Q3 2025. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • DHJJ Financial Advisors held 235 shares of Xcel Energy worth $18.9K as of Q2 2026.
  • DHJJ Financial Advisors left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #545 holding.
  • DHJJ Financial Advisors first reported a position in Xcel Energy in Q3 2023 and has held it in 12 quarters since.
  • DHJJ Financial Advisors's Xcel Energy position peaked at $19K in Q3 2025.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.