IFG Advisory’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
$858K Buy
+10,687
New +$853K 0.03% 461
2026
Q1
Sell
-7,686
Closed -$568K 884
2025
Q4
$568K Buy
7,686
+47
+0.6% +$3.71K 0.02% 478
2025
Q3
$616K Buy
+7,639
New +$553K 0.03% 452

Other funds holding XEL

IFG Advisory's XEL Position: Q2 2026 in Review

IFG Advisory opened a new position in Xcel Energy (XEL) in Q2 2026: 10,687 shares worth $858K. The stake represents 0.03% of the portfolio and ranks #461 among its holdings. This is a return to the name: IFG Advisory previously reported a position in XEL as recently as Q4 2025.

IFG Advisory first reported a position in XEL in Q3 2025 and has held it in 3 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • IFG Advisory held 10,687 shares of Xcel Energy worth $858K as of Q2 2026.
  • Xcel Energy was a new IFG Advisory position in Q2 2026.
  • Xcel Energy made up 0.03% of IFG Advisory's portfolio in Q2 2026, its #461 holding.
  • IFG Advisory first reported a position in Xcel Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.