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

HighMark 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 		$1.05M Buy
13,138
+68
+0.5% +$5.43K 0.35% 36
2026
Q1 		$1.04M Buy
13,070
+69
+0.5% +$5.41K 0.42% 33
2025
Q4 		$960K Buy
13,001
+64
+0.5% +$5.05K 0.39% 37
2025
Q3 		$1.04M Buy
12,937
+72
+0.6% +$5.21K 0.46% 31
2025
Q2 		$876K Buy
12,865
+5,462
+74% +$379K 0.43% 31
2025
Q1 		$524K Sell
7,403
-16
-0.2% -$1.09K 0.31% 32
2024
Q4 		$501K Sell
7,419
-5,609
-43% -$376K 0.29% 30
2024
Q3 		$851K Buy
13,028
+1,527
+13% +$90.6K 0.47% 29
2024
Q2 		$614K Buy
11,501
+131
+1% +$7.13K 0.37% 35
2024
Q1 		$611K Buy
11,370
+4,459
+65% +$255K 0.38% 34
2023
Q4 		$428K Buy
6,911
+38
+0.6% +$2.28K 0.32% 34
2023
Q3 		$393K Sell
6,873
-267
-4% -$16K 0.33% 31
2023
Q2 		$444K Buy
7,140
+2
+0% +$134 0.33% 32
2023
Q1 		$481K Buy
7,138
+2
+0% +$135 0.38% 31
2022
Q4 		$500K Buy
7,136
+2
+0% +$133 0.38% 28
2022
Q3 		$457K Buy
7,134
+2
+0% +$146 0.39% 22
2022
Q2 		$505K Sell
7,132
-33
-0.5% -$2.4K 0.41% 25
2022
Q1 		$517K Sell
7,165
-1,058
-13% -$72.7K 0.35% 24
2021
Q4 		$557K Sell
8,223
-73
-0.9% -$4.76K 0.35% 28
2021
Q3 		$519K Buy
8,296
+2
+0% +$135 0.38% 25
2021
Q2 		$546K Buy
8,294
+3
+0% +$209 0.4% 25
2021
Q1 		$551K Buy
8,291
+28
+0.3% +$1.77K 0.44% 23
2020
Q4 		$551K Buy
8,263
+2
+0% +$139 0.47% 20
2020
Q3 		$570K Buy
8,261
+57
+0.7% +$3.89K 0.51% 22
2020
Q2 		$513K Buy
8,204
+2
+0% +$126 0.56% 20
2020
Q1 		$494K Buy
8,202
+10
+0.1% +$652 0.6% 16
2019
Q4 		$520K Buy
+8,192
New +$512K 0.56% 14

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

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

HighMark Wealth Management increased its Xcel Energy (XEL) stake by 0.52% in Q2 2026, buying an estimated $5.43K and bringing the position to 13,138 shares worth $1.05M. The position accounts for 0.35% of the portfolio, ranked #36.

HighMark Wealth Management first reported a position in XEL in Q4 2019 and has held it in 27 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • HighMark Wealth Management held 13,138 shares of Xcel Energy worth $1.05M as of Q2 2026.
  • HighMark Wealth Management bought 68 Xcel Energy shares in Q2 2026, an estimated $5.43K.
  • Xcel Energy made up 0.35% of HighMark Wealth Management's portfolio in Q2 2026, its #36 holding.
  • HighMark Wealth Management first reported a position in Xcel Energy in Q4 2019 and has held it in 27 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.