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Dogwood Wealth Management’s Xcel Energy XEL Stock Holding History

Dogwood 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 		$16.8K Buy
209
+46
+28% +$3.67K 0.01% 279
2026
Q1 		$12.9K Buy
163
+26
+19% +$2.04K 0.01% 296
2025
Q4 		$10.1K Sell
137
-11
-7% -$868 ﹤0.01% 291
2025
Q3 		$11.9K Buy
148
+81
+121% +$5.86K 0.01% 248
2025
Q2 		$4.53K Buy
+67
New +$4.65K ﹤0.01% 461
2024
Q3 		– Hold
0
– – – 378
2024
Q2 		– Hold
0
– – – 455
2024
Q1 		– Hold
0
– – – 446
2023
Q4 		– Hold
0
– – – 377

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

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

Dogwood Wealth Management increased its Xcel Energy (XEL) stake by 28% in Q2 2026, buying an estimated $3.67K and bringing the position to 209 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #279.

Dogwood Wealth Management first reported a position in XEL in Q2 2025 and has held it in 5 quarters since. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Dogwood Wealth Management held 209 shares of Xcel Energy worth $16.8K as of Q2 2026.
  • Dogwood Wealth Management bought 46 Xcel Energy shares in Q2 2026, an estimated $3.67K.
  • Xcel Energy made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #279 holding.
  • Dogwood Wealth Management first reported a position in Xcel Energy in Q2 2025 and has held it in 5 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.