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Elwood & Goetz Wealth Advisory Group’s Xcel Energy XEL Stock Holding History

Elwood & Goetz Wealth Advisory 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 		$290K Buy
3,613
+48
+1% +$3.83K 0.04% 124
2026
Q1 		$283K Buy
3,565
+16
+0.5% +$1.25K 0.05% 113
2025
Q4 		$262K Buy
3,549
+7
+0.2% +$552 0.05% 117
2025
Q3 		$286K Hold
3,542
– – 0.05% 101
2025
Q2 		$241K Buy
+3,542
New +$246K 0.05% 103

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

Elwood & Goetz Wealth Advisory Group's XEL Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Xcel Energy (XEL) stake by 1.3% in Q2 2026, buying an estimated $3.83K and bringing the position to 3,613 shares worth $290K. The position accounts for 0.04% of the portfolio, ranked #124.

Elwood & Goetz Wealth Advisory Group first reported a position in XEL in Q2 2025 and has held it in 5 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 3,613 shares of Xcel Energy worth $290K as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group bought 48 Xcel Energy shares in Q2 2026, an estimated $3.83K.
  • Xcel Energy made up 0.04% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #124 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Xcel Energy in Q2 2025 and has held it in 5 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.