Fiduciary Alliance’s Xcel Energy XEL Stock Holding History

Fiduciary Alliance’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	$554K	Sell	6,902 -735	-10%	-$58.7K	0.04%	352
2026 Q1	$601K	Buy	7,637 +52	+0.7%	+$4.08K	0.04%	344
2025 Q4	$560K	Buy	7,585 +61	+0.8%	+$4.81K	0.04%	325
2025 Q3	$607K	Buy	7,524 +10	+0.1%	+$723	0.04%	309
2025 Q2	$512K	Buy	7,514 +33	+0.4%	+$2.29K	0.04%	322
2025 Q1	$530K	Buy	7,481 +89	+1%	+$6.06K	0.05%	248
2024 Q4	$499K	Buy	7,392 +30	+0.4%	+$2.01K	0.05%	235
2024 Q3	$481K	Sell	7,362 -945	-11%	-$56.1K	0.06%	160
2024 Q2	$442K	Hold	8,307	–	–	0.07%	141
2024 Q1	$443K	Hold	8,307	–	–	0.08%	131
2023 Q4	$514K	Hold	8,307	–	–	0.1%	111
2023 Q3	$475K	Hold	8,307	–	–	0.11%	109
2023 Q2	$516K	Hold	8,307	–	–	0.11%	101
2023 Q1	$560K	Buy	8,307 +3,847	+86%	+$260K	0.14%	87
2022 Q4	$313K	Buy	+4,460	New	+$297K	0.08%	113

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

Fiduciary Alliance's XEL Position: Q2 2026 in Review

Fiduciary Alliance reduced its Xcel Energy (XEL) stake by 9.6% in Q2 2026, selling an estimated $58.7K and leaving 6,902 shares worth $554K. The position accounts for 0.04% of the portfolio, ranked #352.

Fiduciary Alliance first reported a position in XEL in Q4 2022 and has held it in 15 quarters since. The position peaked at $607K in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Fiduciary Alliance held 6,902 shares of Xcel Energy worth $554K as of Q2 2026.
Fiduciary Alliance sold 735 Xcel Energy shares in Q2 2026, an estimated $58.7K.
Xcel Energy made up 0.04% of Fiduciary Alliance's portfolio in Q2 2026, its #352 holding.
Fiduciary Alliance first reported a position in Xcel Energy in Q4 2022 and has held it in 15 quarters since.
Fiduciary Alliance's Xcel Energy position peaked at $607K in Q3 2025.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.