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Essential Partners’s Xcel Energy XEL Stock Holding History

Essential Partners’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 		$69.9K Buy
870
+171
+24% +$13.6K 0.03% 525
2026
Q1 		$55.5K Buy
699
+9
+1% +$706 0.02% 574
2025
Q4 		$51K Sell
690
-14
-2% -$1.1K 0.02% 603
2025
Q3 		$56.8K Buy
704
+43
+7% +$3.11K 0.02% 568
2025
Q2 		$45K Buy
+661
New +$45.8K 0.02% 497

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

Essential Partners's XEL Position: Q2 2026 in Review

Essential Partners increased its Xcel Energy (XEL) stake by 24% in Q2 2026, buying an estimated $13.6K and bringing the position to 870 shares worth $69.9K. The position accounts for 0.03% of the portfolio, ranked #525.

Essential Partners first reported a position in XEL in Q2 2025 and has held it in 5 quarters since. 1,285 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Essential Partners held 870 shares of Xcel Energy worth $69.9K as of Q2 2026.
  • Essential Partners bought 171 Xcel Energy shares in Q2 2026, an estimated $13.6K.
  • Xcel Energy made up 0.03% of Essential Partners's portfolio in Q2 2026, its #525 holding.
  • Essential Partners first reported a position in Xcel Energy in Q2 2025 and has held it in 5 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.