Ellenbecker Investment Group’s Xcel Energy XEL Stock Holding History

Ellenbecker Investment Group’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	$240K	Buy	2,993 +89	+3%	+$7.1K	0.03%	136
2026 Q1	$231K	Buy	2,904 +4	+0.1%	+$314	0.03%	123
2025 Q4	$214K	Buy	2,900 +3	+0.1%	+$237	0.03%	125
2025 Q3	$234K	Buy	+2,897	New	+$210K	0.03%	114
2025 Q2	–	Sell	-2,963	Closed	-$210K	–	122
2025 Q1	$210K	Buy	+2,963	New	+$202K	0.04%	110
2023 Q1	–	Sell	-2,929	Closed	-$205K	–	92
2022 Q4	$205K	Buy	+2,929	New	+$195K	0.06%	85
2022 Q3	–	Sell	-2,986	Closed	-$211K	–	86
2022 Q2	$211K	Buy	2,986 +6	+0.2%	+$437	0.06%	79
2022 Q1	$215K	Buy	2,980 +6	+0.2%	+$412	0.06%	85
2021 Q4	$201K	Buy	+2,974	New	+$194K	0.06%	90

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ellenbecker Investment Group's XEL Position: Q2 2026 in Review

Ellenbecker Investment Group increased its Xcel Energy (XEL) stake by 3.1% in Q2 2026, buying an estimated $7.1K and bringing the position to 2,993 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #136.

Ellenbecker Investment Group first reported a position in XEL in Q4 2021 and has held it in 9 quarters since. 1,292 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Ellenbecker Investment Group held 2,993 shares of Xcel Energy worth $240K as of Q2 2026.
Ellenbecker Investment Group bought 89 Xcel Energy shares in Q2 2026, an estimated $7.1K.
Xcel Energy made up 0.03% of Ellenbecker Investment Group's portfolio in Q2 2026, its #136 holding.
Ellenbecker Investment Group first reported a position in Xcel Energy in Q4 2021 and has held it in 9 quarters since.
1,292 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.