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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fortress Financial Group's XEL Position: Q1 2026 in Review

Fortress Financial Group reduced its Xcel Energy (XEL) stake by 30% in Q1 2026, selling an estimated $85.7K and leaving 2,536 shares worth $201K. The position accounts for 0.15% of the portfolio, ranked #85.

Fortress Financial Group first reported a position in XEL in Q4 2024 and has held it in 6 quarters since. The position peaked at $291K in Q3 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Fortress Financial Group held 2,536 shares of Xcel Energy worth $201K as of Q1 2026.
  • Fortress Financial Group sold 1,092 Xcel Energy shares in Q1 2026, an estimated $85.7K.
  • Xcel Energy made up 0.15% of Fortress Financial Group's portfolio in Q1 2026, its #85 holding.
  • Fortress Financial Group first reported a position in Xcel Energy in Q4 2024 and has held it in 6 quarters since.
  • Fortress Financial Group's Xcel Energy position peaked at $291K in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Fortress Financial Group's 13F filing for Q1 2026, filed 15 May 2026.