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BFC Planning, Inc.’s Xcel Energy XEL Stock Holding History

BFC Planning, Inc.’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 		$2.21M Buy
27,491
+1,370
+5% +$109K 0.09% 225
2026
Q1 		$2.08M Buy
26,121
+346
+1% +$27.1K 0.09% 223
2025
Q4 		$1.9M Buy
25,775
+20,600
+398% +$1.62M 0.08% 230
2025
Q3 		$417K Buy
5,175
+60
+1% +$4.34K 0.03% 433
2025
Q2 		$348K Buy
5,115
+8
+0.2% +$555 0.03% 447
2025
Q1 		$362K Sell
5,107
-83
-2% -$5.65K 0.03% 414
2024
Q4 		$350K Buy
+5,190
New +$348K 0.03% 430

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 $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BFC Planning, Inc.'s XEL Position: Q2 2026 in Review

BFC Planning, Inc. increased its Xcel Energy (XEL) stake by 5.2% in Q2 2026, buying an estimated $109K and bringing the position to 27,491 shares worth $2.21M. The position accounts for 0.09% of the portfolio, ranked #225.

BFC Planning, Inc. first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. 1,300 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • BFC Planning, Inc. held 27,491 shares of Xcel Energy worth $2.21M as of Q2 2026.
  • BFC Planning, Inc. bought 1,370 Xcel Energy shares in Q2 2026, an estimated $109K.
  • Xcel Energy made up 0.09% of BFC Planning, Inc.'s portfolio in Q2 2026, its #225 holding.
  • BFC Planning, Inc. first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,300 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.