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HFM Investment Advisors’s Xcel Energy XEL Stock Holding History

HFM Investment 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 		$1.77K Buy
22
+10
+83% +$798 ﹤0.01% 508
2026
Q1 		$953 Hold
12
– – ﹤0.01% 422
2025
Q4 		$887 Hold
12
– – ﹤0.01% 497
2025
Q3 		$968 Hold
12
– – ﹤0.01% 391
2025
Q2 		$817 Buy
12
+8
+200% +$555 ﹤0.01% 454
2025
Q1 		$284 Buy
+4
New +$272 ﹤0.01% 497

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 $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

HFM Investment Advisors's XEL Position: Q2 2026 in Review

HFM Investment Advisors increased its Xcel Energy (XEL) stake by 83% in Q2 2026, buying an estimated $798 and bringing the position to 22 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

HFM Investment Advisors first reported a position in XEL in Q1 2025 and has held it in 6 quarters since. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • HFM Investment Advisors held 22 shares of Xcel Energy worth $1.77K as of Q2 2026.
  • HFM Investment Advisors bought 10 Xcel Energy shares in Q2 2026, an estimated $798.
  • Xcel Energy made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #508 holding.
  • HFM Investment Advisors first reported a position in Xcel Energy in Q1 2025 and has held it in 6 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.