Hughes Financial Services’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.26K Buy
78
+27
+53% +$2.15K ﹤0.01% 453
2026
Q1
$4.05K Buy
51
+12
+31% +$941 ﹤0.01% 460
2025
Q4
$2.88K Buy
39
+7
+22% +$552 ﹤0.01% 478
2025
Q3
$2.57K Hold
32
– – ﹤0.01% 499
2025
Q2
$2.35K Sell
32
-21
-40% -$1.46K ﹤0.01% 518
2025
Q1
$3.75K Buy
+53
New +$3.61K ﹤0.01% 454

Other funds holding XEL

Hughes Financial Services's XEL Position: Q2 2026 in Review

Hughes Financial Services increased its Xcel Energy (XEL) stake by 53% in Q2 2026, buying an estimated $2.15K and bringing the position to 78 shares worth $6.26K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Hughes Financial Services 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.

  • Hughes Financial Services held 78 shares of Xcel Energy worth $6.26K as of Q2 2026.
  • Hughes Financial Services bought 27 Xcel Energy shares in Q2 2026, an estimated $2.15K.
  • Xcel Energy made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #453 holding.
  • Hughes Financial Services 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 Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.