Focus Partners Wealth’s Xcel Energy XEL Stock Holding History

Focus Partners Wealth’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	$6.74M	Sell	83,824 -6,610	-7%	-$528K	0.01%	841
2026 Q1	$7.19M	Sell	90,434 -1,616	-2%	-$127K	0.01%	822
2025 Q4	$6.8M	Buy	92,050 +38,460	+72%	+$3.03M	0.01%	837
2025 Q3	$4.32M	Sell	53,590 -8,121	-13%	-$588K	0.01%	791
2025 Q2	$4.2M	Sell	61,711 -1,151	-2%	-$79.8K	0.01%	726
2025 Q1	$4.45M	Buy	62,862 +7,465	+13%	+$508K	0.01%	657
2024 Q4	$3.74M	Buy	55,397 +22,415	+68%	+$1.5M	0.01%	689
2024 Q3	$2.15M	Buy	32,982 +21,044	+176%	+$1.25M	0.01%	758
2024 Q2	$638K	Buy	11,938 +4,047	+51%	+$220K	﹤0.01%	898
2024 Q1	$424K	Buy	+7,891	New	+$451K	﹤0.01%	754

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

Focus Partners Wealth's XEL Position: Q2 2026 in Review

Focus Partners Wealth reduced its Xcel Energy (XEL) stake by 7.3% in Q2 2026, selling an estimated $528K and leaving 83,824 shares worth $6.74M. The position accounts for 0.01% of the portfolio, ranked #841.

Focus Partners Wealth first reported a position in XEL in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.19M in Q1 2026. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Focus Partners Wealth held 83,824 shares of Xcel Energy worth $6.74M as of Q2 2026.
Focus Partners Wealth sold 6,610 Xcel Energy shares in Q2 2026, an estimated $528K.
Xcel Energy made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #841 holding.
Focus Partners Wealth first reported a position in Xcel Energy in Q1 2024 and has held it in 10 quarters since.
Focus Partners Wealth's Xcel Energy position peaked at $7.19M in Q1 2026.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.