Financial Consulate’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$81K Buy
1,009
+19
+2% +$1.52K 0.01% 265
2026
Q1
$78.6K Buy
990
+8
+0.8% +$627 0.01% 246
2025
Q4
$72.6K Buy
982
+153
+18% +$12.1K 0.01% 276
2025
Q3
$66.8K Buy
+829
New +$60K 0.01% 283

Other funds holding XEL

Financial Consulate's XEL Position: Q2 2026 in Review

Financial Consulate increased its Xcel Energy (XEL) stake by 1.9% in Q2 2026, buying an estimated $1.52K and bringing the position to 1,009 shares worth $81K. The position accounts for 0.01% of the portfolio, ranked #265.

Financial Consulate first reported a position in XEL in Q3 2025 and has held it in 4 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Financial Consulate held 1,009 shares of Xcel Energy worth $81K as of Q2 2026.
  • Financial Consulate bought 19 Xcel Energy shares in Q2 2026, an estimated $1.52K.
  • Xcel Energy made up 0.01% of Financial Consulate's portfolio in Q2 2026, its #265 holding.
  • Financial Consulate first reported a position in Xcel Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.