Diversify Advisory Services’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$315K Buy
+3,900
New +$311K 0.01% 1025
2026
Q1
Sell
-2,851
Closed -$216K 874
2025
Q4
$216K Buy
2,851
+59
+2% +$4.65K 0.01% 853
2025
Q3
$227K Sell
2,792
-37
-1% -$2.68K 0.01% 810
2025
Q2
$205K Sell
2,829
-2,575
-48% -$179K 0.01% 792
2025
Q1
$382K Buy
+5,404
New +$368K 0.02% 418

Other funds holding XEL

Diversify Advisory Services's XEL Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Xcel Energy (XEL) in Q2 2026: 3,900 shares worth $315K. The stake represents 0.01% of the portfolio and ranks #1025 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in XEL as recently as Q4 2025.

Diversify Advisory Services first reported a position in XEL in Q1 2025 and has held it in 5 quarters since. The position peaked at $382K in Q1 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Diversify Advisory Services held 3,900 shares of Xcel Energy worth $315K as of Q2 2026.
  • Xcel Energy was a new Diversify Advisory Services position in Q2 2026.
  • Xcel Energy made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1025 holding.
  • Diversify Advisory Services first reported a position in Xcel Energy in Q1 2025 and has held it in 5 quarters since.
  • Diversify Advisory Services's Xcel Energy position peaked at $382K in Q1 2025.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.