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Fortress Financial Group’s Xcel Energy XEL Stock Holding History

Fortress Financial Group’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 		– Sell
-2,536
Closed -$201K – 92
2026
Q1 		$201K Sell
2,536
-1,092
-30% -$85.7K 0.15% 85
2025
Q4 		$268K Buy
3,628
+25
+0.7% +$1.97K 0.2% 69
2025
Q3 		$291K Buy
3,603
+29
+0.8% +$2.1K 0.22% 63
2025
Q2 		$243K Buy
3,574
+29
+0.8% +$2.01K 0.21% 65
2025
Q1 		$251K Buy
3,545
+29
+0.8% +$1.97K 0.25% 59
2024
Q4 		$237K Buy
+3,516
New +$236K 0.24% 61

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fortress Financial Group's XEL Position: Q2 2026 in Review

Fortress Financial Group sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 2,536 shares — an estimated $201K sold.

Fortress Financial Group first reported a position in XEL in Q4 2024 and held it in 6 quarters. The position peaked at $291K in Q3 2025. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Fortress Financial Group reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
  • Fortress Financial Group sold 2,536 Xcel Energy shares in Q2 2026, an estimated $201K.
  • Fortress Financial Group first reported a position in Xcel Energy in Q4 2024 and held it in 6 quarters.
  • Fortress Financial Group's Xcel Energy position peaked at $291K in Q3 2025.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Fortress Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.