IMA Advisory Services’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
Other funds holding XEL
IMA Advisory Services's XEL Position: Q2 2026 in Review
IMA Advisory Services increased its Xcel Energy (XEL) stake by 16,500% in Q2 2026, buying an estimated $39.5K and bringing the position to 498 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #536.
IMA Advisory Services first reported a position in XEL in Q3 2020 and has held it in 6 quarters since. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- IMA Advisory Services held 498 shares of Xcel Energy worth $40K as of Q2 2026.
- IMA Advisory Services bought 495 Xcel Energy shares in Q2 2026, an estimated $39.5K.
- Xcel Energy made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #536 holding.
- IMA Advisory Services first reported a position in Xcel Energy in Q3 2020 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 IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.