High Note Wealth’s Xcel Energy XEL Stock Holding History

High Note Wealth’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	$201K	Sell	2,498 -129	-5%	-$10.3K	0.03%	120
2026 Q1	$209K	Buy	2,627 +6	+0.2%	+$471	0.04%	107
2025 Q4	$194K	Sell	2,621 -75	-3%	-$5.92K	0.04%	109
2025 Q3	$217K	Buy	2,696 +2	+0.1%	+$145	0.04%	99
2025 Q2	$183K	Hold	2,694	–	–	0.04%	110
2025 Q1	$191K	Hold	2,694	–	–	0.05%	98
2024 Q4	$182K	Buy	+2,694	New	+$181K	0.05%	102
2023 Q1	–	Sell	-2,935	Closed	-$206K	–	98
2022 Q4	$206K	Buy	+2,935	New	+$195K	0.09%	91

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

High Note Wealth's XEL Position: Q2 2026 in Review

High Note Wealth reduced its Xcel Energy (XEL) stake by 4.9% in Q2 2026, selling an estimated $10.3K and leaving 2,498 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #120.

High Note Wealth first reported a position in XEL in Q4 2022 and has held it in 8 quarters since. The position peaked at $217K in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

High Note Wealth held 2,498 shares of Xcel Energy worth $201K as of Q2 2026.
High Note Wealth sold 129 Xcel Energy shares in Q2 2026, an estimated $10.3K.
Xcel Energy made up 0.03% of High Note Wealth's portfolio in Q2 2026, its #120 holding.
High Note Wealth first reported a position in Xcel Energy in Q4 2022 and has held it in 8 quarters since.
High Note Wealth's Xcel Energy position peaked at $217K in Q3 2025.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.