Fortitude Family Office’s Xcel Energy XEL Stock Holding History

Fortitude Family Office’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	$29.3K	Sell	365 -14	-4%	-$1.12K	0.01%	419
2026 Q1	$30.1K	Buy	379 +89	+31%	+$6.98K	0.01%	326
2025 Q4	$21.4K	Sell	290 -11	-4%	-$868	0.01%	390
2025 Q3	$24.3K	Hold	301	–	–	0.01%	354
2025 Q2	$20.5K	Sell	301 -14	-4%	-$971	0.01%	378
2025 Q1	$22.3K	Sell	315 -700	-69%	-$47.7K	0.01%	377
2024 Q4	$68.5K	Hold	1,015	–	–	0.02%	211
2024 Q3	$66.3K	Buy	1,015 +845	+497%	+$50.1K	0.03%	204
2024 Q2	$9.08K	Buy	+170	New	+$9.25K	0.01%	430
2024 Q1	–	Sell	-200	Closed	-$12.4K	–	1098
2023 Q4	$12.4K	Buy	+200	New	+$12K	0.01%	376

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

Fortitude Family Office's XEL Position: Q2 2026 in Review

Fortitude Family Office reduced its Xcel Energy (XEL) stake by 3.7% in Q2 2026, selling an estimated $1.12K and leaving 365 shares worth $29.3K. The position accounts for 0.01% of the portfolio, ranked #419.

Fortitude Family Office first reported a position in XEL in Q4 2023 and has held it in 10 quarters since. The position peaked at $68.5K in Q4 2024. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Fortitude Family Office held 365 shares of Xcel Energy worth $29.3K as of Q2 2026.
Fortitude Family Office sold 14 Xcel Energy shares in Q2 2026, an estimated $1.12K.
Xcel Energy made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #419 holding.
Fortitude Family Office first reported a position in Xcel Energy in Q4 2023 and has held it in 10 quarters since.
Fortitude Family Office's Xcel Energy position peaked at $68.5K in Q4 2024.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.