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FSB Premier Wealth Management’s Xcel Energy XEL Stock Holding History

FSB Premier Wealth Management’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 		$282K Buy
3,511
+109
+3% +$8.7K 0.08% 212
2026
Q1 		$270K Sell
3,402
-54
-2% -$4.24K 0.08% 219
2025
Q4 		$255K Buy
3,456
+2
+0.1% +$158 0.08% 204
2025
Q3 		$279K Sell
3,454
-344
-9% -$24.9K 0.09% 189
2025
Q2 		$259K Hold
3,798
– – 0.09% 190
2025
Q1 		$269K Sell
3,798
-73
-2% -$4.97K 0.1% 180
2024
Q4 		$261K Sell
3,871
-37
-0.9% -$2.48K 0.1% 181
2024
Q3 		$255K Sell
3,908
-394
-9% -$23.4K 0.1% 179
2024
Q2 		$230K Sell
4,302
-760
-15% -$41.3K 0.1% 165
2024
Q1 		$272K Sell
5,062
-171
-3% -$9.76K 0.13% 147
2023
Q4 		$324K Sell
5,233
-411
-7% -$24.7K 0.16% 119
2023
Q3 		$323K Buy
5,644
+50
+0.9% +$3K 0.18% 107
2023
Q2 		$348K Sell
5,594
-77
-1% -$5.14K 0.19% 102
2023
Q1 		$382K Hold
5,671
– – 0.21% 94
2022
Q4 		$398K Sell
5,671
-416
-7% -$27.7K 0.22% 92
2022
Q3 		$389K Sell
6,087
-89
-1% -$6.48K 0.23% 86
2022
Q2 		$437K Buy
6,176
+139
+2% +$10.1K 0.24% 83
2022
Q1 		$452K Sell
6,037
-280
-4% -$19.2K 0.23% 87
2021
Q4 		$427K Sell
6,317
-966
-13% -$63K 0.18% 91
2021
Q3 		$455K Sell
7,283
-1,223
-14% -$82.6K 0.23% 74
2021
Q2 		$560K Sell
8,506
-984
-10% -$68.5K 0.29% 60
2021
Q1 		$631K Buy
9,490
+4,700
+98% +$297K 0.34% 59
2020
Q4 		$319K Buy
+4,790
New +$334K 0.17% 82

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 $3.37T AUM 44.26% 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

FSB Premier Wealth Management's XEL Position: Q2 2026 in Review

FSB Premier Wealth Management increased its Xcel Energy (XEL) stake by 3.2% in Q2 2026, buying an estimated $8.7K and bringing the position to 3,511 shares worth $282K. The position accounts for 0.08% of the portfolio, ranked #212.

FSB Premier Wealth Management first reported a position in XEL in Q4 2020 and has held it in 23 quarters since. The position peaked at $631K in Q1 2021. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • FSB Premier Wealth Management held 3,511 shares of Xcel Energy worth $282K as of Q2 2026.
  • FSB Premier Wealth Management bought 109 Xcel Energy shares in Q2 2026, an estimated $8.7K.
  • Xcel Energy made up 0.08% of FSB Premier Wealth Management's portfolio in Q2 2026, its #212 holding.
  • FSB Premier Wealth Management first reported a position in Xcel Energy in Q4 2020 and has held it in 23 quarters since.
  • FSB Premier Wealth Management's Xcel Energy position peaked at $631K in Q1 2021.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.