Insigneo Advisory 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
Sell
-2,579
Closed -$205K 921
2026
Q1
$205K Sell
2,579
-320
-11% -$25.1K 0.01% 643
2025
Q4
$214K Sell
2,899
-158
-5% -$12.5K 0.02% 628
2025
Q3
$247K Buy
+3,057
New +$221K 0.02% 571
2024
Q4
Sell
-6,781
Closed -$443K 694
2024
Q3
$443K Sell
6,781
-752
-10% -$44.6K 0.04% 340
2024
Q2
$437K Buy
7,533
+553
+8% +$30.1K 0.05% 321
2024
Q1
$379K Buy
6,980
+136
+2% +$7.77K 0.05% 324
2023
Q4
$427K Buy
+6,844
New +$411K 0.06% 264

Other funds holding XEL

Insigneo Advisory Services's XEL Position: Q2 2026 in Review

Insigneo Advisory Services sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 2,579 shares — an estimated $205K sold.

Insigneo Advisory Services first reported a position in XEL in Q4 2023 and held it in 7 quarters. The position peaked at $443K in Q3 2024. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Insigneo Advisory Services reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
  • Insigneo Advisory Services sold 2,579 Xcel Energy shares in Q2 2026, an estimated $205K.
  • Insigneo Advisory Services first reported a position in Xcel Energy in Q4 2023 and held it in 7 quarters.
  • Insigneo Advisory Services's Xcel Energy position peaked at $443K in Q3 2024.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

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