Focus Financial Network’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
$6.13M Sell
76,389
-3,909
-5% -$312K 0.19% 91
2026
Q1
$6.38M Sell
80,298
-12,605
-14% -$989K 0.23% 74
2025
Q4
$6.86M Sell
92,903
-2,910
-3% -$230K 0.24% 76
2025
Q3
$7.73M Buy
95,813
+536
+0.6% +$38.8K 0.28% 69
2025
Q2
$6.49M Sell
95,277
-8,620
-8% -$598K 0.26% 69
2025
Q1
$7.35M Sell
103,897
-5,434
-5% -$370K 0.3% 64
2024
Q4
$7.38M Sell
109,331
-1,059
-1% -$71K 0.29% 65
2024
Q3
$7.27M Buy
110,390
+4,334
+4% +$257K 0.3% 68
2024
Q2
$5.87M Sell
106,056
-2,769
-3% -$151K 0.25% 72
2024
Q1
$5.85M Sell
108,825
-37,263
-26% -$2.13M 0.29% 71
2023
Q4
$9.12M Buy
146,088
+27,828
+24% +$1.67M 0.34% 65
2023
Q3
$6.83M Buy
118,260
+520
+0.4% +$31.3K 0.39% 52
2023
Q2
$7.38M Buy
117,740
+3,149
+3% +$210K 0.41% 50
2023
Q1
$7.79M Buy
114,591
+1,409
+1% +$95.1K 0.48% 45
2022
Q4
$7.99M Buy
113,182
+1,501
+1% +$99.9K 0.65% 34
2022
Q3
$7.2M Sell
111,681
-344
-0.3% -$25K 0.62% 33
2022
Q2
$7.98M Buy
112,025
+4,349
+4% +$316K 0.66% 30
2022
Q1
$7.82M Buy
107,676
+37,767
+54% +$2.6M 0.55% 37
2021
Q4
$4.76M Buy
69,909
+28,370
+68% +$1.85M 0.7% 32
2021
Q3
$2.62M Sell
41,539
-331
-0.8% -$22.4K 0.35% 77
2021
Q2
$2.78M Sell
41,870
-481
-1% -$33.5K 0.37% 72
2021
Q1
$2.84M Sell
42,351
-58,874
-58% -$3.72M 0.33% 70
2020
Q4
$6.79M Buy
101,225
+1,131
+1% +$78.8K 0.6% 33
2020
Q3
$6.95M Buy
100,094
+4,107
+4% +$280K 0.65% 37
2020
Q2
$6.04M Buy
95,987
+657
+0.7% +$41.4K 0.67% 33
2020
Q1
$5.79M Buy
95,330
+25
+0% +$1.63K 0.78% 34
2019
Q4
$6.09M Sell
95,305
-8,673
-8% -$543K 0.75% 30
2019
Q3
$6.78M Buy
103,978
+13,528
+15% +$843K 0.94% 23
2019
Q2
$5.42M Buy
90,450
+2,071
+2% +$119K 0.8% 27
2019
Q1
$5M Buy
+88,379
New +$4.7M 0.8% 27

Other funds holding XEL

Focus Financial Network's XEL Position: Q2 2026 in Review

Focus Financial Network reduced its Xcel Energy (XEL) stake by 4.9% in Q2 2026, selling an estimated $312K and leaving 76,389 shares worth $6.13M. The position accounts for 0.19% of the portfolio, ranked #91.

Focus Financial Network first reported a position in XEL in Q1 2019 and has held it in 30 quarters since. The position peaked at $9.12M in Q4 2023. 193 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Focus Financial Network held 76,389 shares of Xcel Energy worth $6.13M as of Q2 2026.
  • Focus Financial Network sold 3,909 Xcel Energy shares in Q2 2026, an estimated $312K.
  • Xcel Energy made up 0.19% of Focus Financial Network's portfolio in Q2 2026, its #91 holding.
  • Focus Financial Network first reported a position in Xcel Energy in Q1 2019 and has held it in 30 quarters since.
  • Focus Financial Network's Xcel Energy position peaked at $9.12M in Q4 2023.
  • 193 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

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