HWM
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HB Wealth Management’s Xcel Energy XEL Stock Holding History

HB 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 		$1.99M Sell
24,774
-935
-4% -$74.6K 0.01% 481
2026
Q1 		$2.04M Buy
25,709
+2,449
+11% +$192K 0.01% 426
2025
Q4 		$1.72M Buy
23,260
+3,262
+16% +$257K 0.01% 440
2025
Q3 		$1.61M Buy
19,998
+3,939
+25% +$285K 0.01% 473
2025
Q2 		$1.09M Sell
16,059
-1,785
-10% -$124K 0.01% 510
2025
Q1 		$1.26M Buy
17,844
+2,771
+18% +$189K 0.01% 485
2024
Q4 		$1.02M Buy
15,073
+5,213
+53% +$350K 0.01% 413
2024
Q3 		$644K Buy
9,860
+843
+9% +$50K 0.01% 507
2024
Q2 		$482K Buy
9,017
+3,622
+67% +$197K 0.01% 555
2024
Q1 		$290K Sell
5,395
-10,070
-65% -$575K ﹤0.01% 671
2023
Q4 		$957K Buy
15,465
+3,280
+27% +$197K 0.01% 326
2023
Q3 		$697K Buy
12,185
+3,488
+40% +$210K 0.01% 356
2023
Q2 		$541K Buy
8,697
+231
+3% +$15.4K 0.01% 398
2023
Q1 		$571K Buy
8,466
+2,363
+39% +$159K 0.01% 383
2022
Q4 		$428K Sell
6,103
-140
-2% -$9.31K 0.01% 430
2022
Q3 		$400K Buy
6,243
+814
+15% +$59.3K 0.01% 380
2022
Q2 		$384K Sell
5,429
-212
-4% -$15.4K 0.01% 391
2022
Q1 		$407K Buy
5,641
+1,635
+41% +$112K 0.01% 383
2021
Q4 		$271K Buy
+4,006
New +$261K 0.01% 410

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

HB Wealth Management's XEL Position: Q2 2026 in Review

HB Wealth Management reduced its Xcel Energy (XEL) stake by 3.6% in Q2 2026, selling an estimated $74.6K and leaving 24,774 shares worth $1.99M. The position accounts for 0.01% of the portfolio, ranked #481.

HB Wealth Management first reported a position in XEL in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.04M in Q1 2026. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • HB Wealth Management held 24,774 shares of Xcel Energy worth $1.99M as of Q2 2026.
  • HB Wealth Management sold 935 Xcel Energy shares in Q2 2026, an estimated $74.6K.
  • Xcel Energy made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #481 holding.
  • HB Wealth Management first reported a position in Xcel Energy in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Xcel Energy position peaked at $2.04M in Q1 2026.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.