HWP
XEL icon

Highline Wealth Partners’s Xcel Energy XEL Stock Holding History

Highline Wealth Partners’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 		$10.3K Buy
128
+40
+45% +$3.19K ﹤0.01% 588
2026
Q1 		$6.99K Buy
88
+2
+2% +$157 ﹤0.01% 595
2025
Q4 		$6.35K Buy
86
+30
+54% +$2.37K ﹤0.01% 496
2025
Q3 		$4.52K Hold
56
– – ﹤0.01% 599
2025
Q2 		$3.81K Hold
56
– – ﹤0.01% 512
2025
Q1 		$3.96K Buy
56
+22
+65% +$1.5K ﹤0.01% 481
2024
Q4 		$2.3K Buy
34
+26
+325% +$1.74K ﹤0.01% 441
2024
Q3 		$522 Buy
+8
New +$475 ﹤0.01% 555

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

Highline Wealth Partners's XEL Position: Q2 2026 in Review

Highline Wealth Partners increased its Xcel Energy (XEL) stake by 45% in Q2 2026, buying an estimated $3.19K and bringing the position to 128 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Highline Wealth Partners first reported a position in XEL in Q3 2024 and has held it in 8 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Highline Wealth Partners held 128 shares of Xcel Energy worth $10.3K as of Q2 2026.
  • Highline Wealth Partners bought 40 Xcel Energy shares in Q2 2026, an estimated $3.19K.
  • Xcel Energy made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #588 holding.
  • Highline Wealth Partners first reported a position in Xcel Energy in Q3 2024 and has held it in 8 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

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