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Dynamic Wealth Strategies’s Xcel Energy XEL Stock Holding History

Dynamic Wealth Strategies’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 		$4.34K Buy
54
+30
+125% +$2.4K ﹤0.01% 269
2026
Q1 		$1.91K Buy
+24
New +$1.88K ﹤0.01% 273

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

Dynamic Wealth Strategies's XEL Position: Q2 2026 in Review

Dynamic Wealth Strategies increased its Xcel Energy (XEL) stake by 125% in Q2 2026, buying an estimated $2.4K and bringing the position to 54 shares worth $4.34K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Dynamic Wealth Strategies first reported a position in XEL in Q1 2026 and has held it in 2 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Dynamic Wealth Strategies held 54 shares of Xcel Energy worth $4.34K as of Q2 2026.
  • Dynamic Wealth Strategies bought 30 Xcel Energy shares in Q2 2026, an estimated $2.4K.
  • Xcel Energy made up ﹤0.01% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #269 holding.
  • Dynamic Wealth Strategies first reported a position in Xcel Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.