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Dunhill Financial’s Xcel Energy XEL Stock Holding History

Dunhill Financial’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 		$11.4K Buy
141
+1
+0.7% +$80 ﹤0.01% 564
2026
Q1 		$11.1K Buy
140
+1
+0.7% +$78 ﹤0.01% 525
2025
Q4 		$10.3K Buy
139
+7
+5% +$552 ﹤0.01% 494
2025
Q3 		$10.6K Hold
132
– – ﹤0.01% 456
2025
Q2 		$8.99K Buy
132
+2
+2% +$139 ﹤0.01% 469
2025
Q1 		$9.24K Sell
130
-10
-7% -$681 ﹤0.01% 436
2024
Q4 		$9.48K Buy
140
+28
+25% +$1.88K ﹤0.01% 396
2024
Q3 		$7.32K Buy
112
+59
+111% +$3.5K ﹤0.01% 470
2024
Q2 		$2.82K Buy
53
+11
+26% +$598 ﹤0.01% 505
2024
Q1 		$2.24K Buy
42
+7
+20% +$400 ﹤0.01% 472
2023
Q4 		$2.15K Buy
+35
New +$2.1K ﹤0.01% 438

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

Dunhill Financial's XEL Position: Q2 2026 in Review

Dunhill Financial increased its Xcel Energy (XEL) stake by 0.71% in Q2 2026, buying an estimated $80 and bringing the position to 141 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Dunhill Financial first reported a position in XEL in Q4 2023 and has held it in 11 quarters since. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Dunhill Financial held 141 shares of Xcel Energy worth $11.4K as of Q2 2026.
  • Dunhill Financial bought 1 Xcel Energy share in Q2 2026, an estimated $80.
  • Xcel Energy made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #564 holding.
  • Dunhill Financial first reported a position in Xcel Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.