Financial Perspectives’s Xcel Energy XEL Stock Holding History

Financial Perspectives’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	$61.6K	Hold	767	–	–	0.02%	303
2026 Q1	$60.9K	Hold	767	–	–	0.02%	283
2025 Q4	$56.7K	Hold	767	–	–	0.02%	295
2025 Q3	$61.9K	Hold	767	–	–	0.02%	282
2025 Q2	$52.2K	Hold	767	–	–	0.02%	301
2025 Q1	$54.3K	Sell	767 -1,279	-63%	-$87.1K	0.02%	292
2024 Q4	$138K	Hold	2,046	–	–	0.05%	176
2024 Q3	$134K	Hold	2,046	–	–	0.05%	179
2024 Q2	$109K	Hold	2,046	–	–	0.04%	193
2024 Q1	$110K	Sell	2,046 -1,473	-42%	-$84.1K	0.04%	192
2023 Q4	$218K	Hold	3,519	–	–	0.09%	137
2023 Q3	$201K	Buy	3,519 +175	+5%	+$10.5K	0.09%	124
2023 Q2	$208K	Hold	3,344	–	–	0.09%	127
2023 Q1	$226K	Hold	3,344	–	–	0.11%	108
2022 Q4	$234K	Hold	3,344	–	–	0.12%	108
2022 Q3	$214K	Sell	3,344 -67	-2%	-$4.88K	0.12%	109
2022 Q2	$241K	Hold	3,411	–	–	0.14%	100
2022 Q1	$246K	Sell	3,411 -137	-4%	-$9.41K	0.12%	113
2021 Q4	$240K	Hold	3,548	–	–	0.11%	108
2021 Q3	$222K	Hold	3,548	–	–	0.11%	110
2021 Q2	$234K	Sell	3,548 -232,441	-98%	-$16.2M	0.11%	116
2021 Q1	$3.55M	Buy	235,989 +232,441	+6,551%	+$14.7M	0.18%	96
2020 Q4	$237K	Buy	3,548 +1,279	+56%	+$89.1K	0.13%	105
2020 Q3	$157K	Hold	2,269	–	–	0.1%	112
2020 Q2	$142K	Sell	2,269 -620	-21%	-$39.1K	0.1%	111
2020 Q1	$174K	Sell	2,889 -145	-5%	-$9.45K	0.14%	80
2019 Q4	$193K	Buy	+3,034	New	+$190K	0.13%	87

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

Financial Perspectives's XEL Position: Q2 2026 in Review

Financial Perspectives held its Xcel Energy (XEL) position steady in Q2 2026 at 767 shares worth $61.6K. The position accounts for 0.02% of the portfolio, ranked #303.

Financial Perspectives first reported a position in XEL in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.55M in Q1 2021. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Financial Perspectives held 767 shares of Xcel Energy worth $61.6K as of Q2 2026.
Financial Perspectives left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.02% of Financial Perspectives's portfolio in Q2 2026, its #303 holding.
Financial Perspectives first reported a position in Xcel Energy in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Xcel Energy position peaked at $3.55M in Q1 2021.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.