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Everhart Financial Group’s Xcel Energy XEL Stock Holding History

Everhart Financial 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 		$238K Sell
2,959
-51
-2% -$4.07K 0.02% 423
2026
Q1 		$239K Buy
+3,010
New +$236K 0.02% 411

Other funds holding XEL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Everhart Financial Group's XEL Position: Q2 2026 in Review

Everhart Financial Group reduced its Xcel Energy (XEL) stake by 1.7% in Q2 2026, selling an estimated $4.07K and leaving 2,959 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #423.

Everhart Financial Group first reported a position in XEL in Q1 2026 and has held it in 2 quarters since. The position peaked at $239K in Q1 2026. 223 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Everhart Financial Group held 2,959 shares of Xcel Energy worth $238K as of Q2 2026.
  • Everhart Financial Group sold 51 Xcel Energy shares in Q2 2026, an estimated $4.07K.
  • Xcel Energy made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #423 holding.
  • Everhart Financial Group first reported a position in Xcel Energy in Q1 2026 and has held it in 2 quarters since.
  • Everhart Financial Group's Xcel Energy position peaked at $239K in Q1 2026.
  • 223 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.