Frank Rimerman Advisors’s Xcel Energy XEL Stock Holding History

Frank Rimerman Advisors’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	$373K	Buy	4,643 +202	+5%	+$16.1K	0.02%	465
2026 Q1	$353K	Sell	4,441 -666	-13%	-$52.2K	0.02%	457
2025 Q4	$377K	Buy	5,107 +739	+17%	+$58.3K	0.02%	446
2025 Q3	$352K	Buy	+4,368	New	+$316K	0.02%	444
2025 Q1	–	Sell	-3,016	Closed	-$204K	–	558
2024 Q4	$204K	Buy	+3,016	New	+$202K	0.01%	503

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

Frank Rimerman Advisors's XEL Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Xcel Energy (XEL) stake by 4.5% in Q2 2026, buying an estimated $16.1K and bringing the position to 4,643 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #465.

Frank Rimerman Advisors first reported a position in XEL in Q4 2024 and has held it in 5 quarters since. The position peaked at $377K in Q4 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Frank Rimerman Advisors held 4,643 shares of Xcel Energy worth $373K as of Q2 2026.
Frank Rimerman Advisors bought 202 Xcel Energy shares in Q2 2026, an estimated $16.1K.
Xcel Energy made up 0.02% of Frank Rimerman Advisors's portfolio in Q2 2026, its #465 holding.
Frank Rimerman Advisors first reported a position in Xcel Energy in Q4 2024 and has held it in 5 quarters since.
Frank Rimerman Advisors's Xcel Energy position peaked at $377K in Q4 2025.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.