HWA
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Heritage Wealth Architects’s Xcel Energy XEL Stock Holding History

Heritage Wealth Architects’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 		$390K Hold
4,844
– – 0.16% 56
2026
Q1 		$400K Buy
4,844
+828
+21% +$64.9K 0.17% 54
2025
Q4 		$301K Buy
4,016
+108
+3% +$8.52K 0.14% 64
2025
Q3 		$315K Buy
3,908
+5
+0.1% +$362 0.19% 47
2025
Q2 		$266K Buy
3,903
+387
+11% +$26.8K 0.2% 43
2025
Q1 		$249K Buy
+3,516
New +$239K 0.24% 29

Other funds holding XEL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Heritage Wealth Architects's XEL Position: Q2 2026 in Review

Heritage Wealth Architects held its Xcel Energy (XEL) position steady in Q2 2026 at 4,844 shares worth $390K. The position accounts for 0.16% of the portfolio, ranked #56.

Heritage Wealth Architects first reported a position in XEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $400K in Q1 2026. 251 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Heritage Wealth Architects held 4,844 shares of Xcel Energy worth $390K as of Q2 2026.
  • Heritage Wealth Architects left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.16% of Heritage Wealth Architects's portfolio in Q2 2026, its #56 holding.
  • Heritage Wealth Architects first reported a position in Xcel Energy in Q1 2025 and has held it in 6 quarters since.
  • Heritage Wealth Architects's Xcel Energy position peaked at $400K in Q1 2026.
  • 251 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.