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Dougherty & Associates’s Xcel Energy XEL Stock Holding History

Dougherty & Associates’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 		$226K Hold
2,817
– – 0.18% 51
2026
Q1 		$224K Sell
2,817
-322
-10% -$25.3K 0.21% 52
2025
Q4 		$232K Buy
+3,139
New +$248K 0.21% 52

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 $3.37T AUM 44.26% 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

Dougherty & Associates's XEL Position: Q2 2026 in Review

Dougherty & Associates held its Xcel Energy (XEL) position steady in Q2 2026 at 2,817 shares worth $226K. The position accounts for 0.18% of the portfolio, ranked #51.

Dougherty & Associates first reported a position in XEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $232K in Q4 2025. 1,285 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Dougherty & Associates held 2,817 shares of Xcel Energy worth $226K as of Q2 2026.
  • Dougherty & Associates left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.18% of Dougherty & Associates's portfolio in Q2 2026, its #51 holding.
  • Dougherty & Associates first reported a position in Xcel Energy in Q4 2025 and has held it in 3 quarters since.
  • Dougherty & Associates's Xcel Energy position peaked at $232K in Q4 2025.
  • 1,285 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Dougherty & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.