IFS Advisors’s Xcel Energy XEL Stock Holding History

IFS Advisors’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	$116K	Hold	1,450	–	–	0.06%	33
2026 Q1	$115K	Buy	1,450 +508	+54%	+$39.8K	0.06%	35
2025 Q4	$69.6K	Sell	942 -14	-1%	-$1.1K	0.04%	38
2025 Q3	$77.1K	Hold	956	–	–	0.05%	35
2025 Q2	$65.1K	Sell	956 -200	-17%	-$13.9K	0.05%	33
2025 Q1	$81.8K	Hold	1,156	–	–	0.07%	32
2024 Q4	$78.1K	Buy	1,156 +200	+21%	+$13.4K	0.06%	30
2024 Q3	$62.4K	Hold	956	–	–	0.05%	27
2024 Q2	$51.1K	Hold	956	–	–	0.04%	28
2024 Q1	$51.4K	Hold	956	–	–	0.04%	27
2023 Q4	$59.2K	Hold	956	–	–	0.07%	24
2023 Q3	$54.7K	Hold	956	–	–	0.1%	23
2023 Q2	$59.4K	Hold	956	–	–	0.15%	20
2023 Q1	$64.5K	Hold	956	–	–	0.26%	17
2022 Q4	$67K	Hold	956	–	–	0.12%	18
2022 Q3	$61K	Hold	956	–	–	0.11%	18
2022 Q2	$67K	Hold	956	–	–	0.18%	16
2022 Q1	$68K	Hold	956	–	–	0.06%	21
2021 Q4	$64K	Buy	+956	New	+$62.3K	0.05%	34
2021 Q1	–	Sell	-956	Closed	-$63K	–	151
2020 Q4	$63K	Buy	+956	New	+$66.6K	0.05%	37

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

IFS Advisors's XEL Position: Q2 2026 in Review

IFS Advisors held its Xcel Energy (XEL) position steady in Q2 2026 at 1,450 shares worth $116K. The position accounts for 0.06% of the portfolio, ranked #33.

IFS Advisors first reported a position in XEL in Q4 2020 and has held it in 20 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

IFS Advisors held 1,450 shares of Xcel Energy worth $116K as of Q2 2026.
IFS Advisors left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.06% of IFS Advisors's portfolio in Q2 2026, its #33 holding.
IFS Advisors first reported a position in Xcel Energy in Q4 2020 and has held it in 20 quarters since.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.