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Holos Integrated Wealth’s Xcel Energy XEL Stock Holding History

Holos Integrated 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 		$2.66K Hold
33
– – ﹤0.01% 332
2026
Q1 		$2.66K Hold
33
– – ﹤0.01% 331
2025
Q4 		$2.46K Hold
33
– – ﹤0.01% 266
2025
Q3 		$2.67K Hold
33
– – ﹤0.01% 260
2025
Q2 		$2.42K Hold
33
– – ﹤0.01% 264
2025
Q1 		$2.34K Hold
33
– – ﹤0.01% 272
2024
Q4 		$2.23K Buy
+33
New +$2.21K ﹤0.01% 271

Other funds holding XEL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Holos Integrated Wealth's XEL Position: Q2 2026 in Review

Holos Integrated Wealth held its Xcel Energy (XEL) position steady in Q2 2026 at 33 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Holos Integrated Wealth first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.67K in Q3 2025. 353 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Holos Integrated Wealth held 33 shares of Xcel Energy worth $2.66K as of Q2 2026.
  • Holos Integrated Wealth left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #332 holding.
  • Holos Integrated Wealth first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Xcel Energy position peaked at $2.67K in Q3 2025.
  • 353 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

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