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Independent Financial Group’s Xcel Energy XEL Stock Holding History

Independent Financial Group’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 		$201K Buy
+2,499
New +$199K ﹤0.01% 1482
2025
Q4 		– Sell
-3,079
Closed -$248K – 1491
2025
Q3 		$248K Buy
3,079
+65
+2% +$4.7K 0.01% 1178
2025
Q2 		$205K Buy
+3,014
New +$209K 0.01% 1215
2023
Q1 		– Sell
-3,444
Closed -$241K – 888
2022
Q4 		$241K Buy
+3,444
New +$229K 0.02% 645

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Independent Financial Group's XEL Position: Q2 2026 in Review

Independent Financial Group opened a new position in Xcel Energy (XEL) in Q2 2026: 2,499 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #1482 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in XEL as recently as Q3 2025.

Independent Financial Group first reported a position in XEL in Q4 2022 and has held it in 4 quarters since. The position peaked at $248K in Q3 2025. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Independent Financial Group held 2,499 shares of Xcel Energy worth $201K as of Q2 2026.
  • Xcel Energy was a new Independent Financial Group position in Q2 2026.
  • Xcel Energy made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1482 holding.
  • Independent Financial Group first reported a position in Xcel Energy in Q4 2022 and has held it in 4 quarters since.
  • Independent Financial Group's Xcel Energy position peaked at $248K in Q3 2025.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.