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Diversify Wealth Management’s Xcel Energy XEL Stock Holding History

Diversify Wealth Management’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 		$315K Buy
3,900
+450
+13% +$35.9K 0.01% 1025
2026
Q1 		$272K Buy
+3,450
New +$271K ﹤0.01% 995

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

Diversify Wealth Management's XEL Position: Q2 2026 in Review

Diversify Wealth Management increased its Xcel Energy (XEL) stake by 13% in Q2 2026, buying an estimated $35.9K and bringing the position to 3,900 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #1025.

Diversify Wealth Management first reported a position in XEL in Q1 2026 and has held it in 2 quarters since. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Diversify Wealth Management held 3,900 shares of Xcel Energy worth $315K as of Q2 2026.
  • Diversify Wealth Management bought 450 Xcel Energy shares in Q2 2026, an estimated $35.9K.
  • Xcel Energy made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1025 holding.
  • Diversify Wealth Management first reported a position in Xcel Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.