JWM
XEL icon

Jeppson Wealth Management’s Xcel Energy XEL Stock Holding History

Jeppson Wealth Management’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
+2,500
New +$200K 0.06% 235
2025
Q4 		– Sell
-2,500
Closed -$202K – 236
2025
Q3 		$202K Buy
+2,500
New +$181K 0.06% 211
2020
Q4 		– Sell
-459
Closed -$32K – 464
2020
Q3 		$32K Buy
+459
New +$31.3K 0.03% 279

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

Jeppson Wealth Management's XEL Position: Q2 2026 in Review

Jeppson Wealth Management opened a new position in Xcel Energy (XEL) in Q2 2026: 2,500 shares worth $201K. The stake represents 0.06% of the portfolio and ranks #235 among its holdings. This is a return to the name: Jeppson Wealth Management previously reported a position in XEL as recently as Q3 2025.

Jeppson Wealth Management first reported a position in XEL in Q3 2020 and has held it in 3 quarters since. The position peaked at $202K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Jeppson Wealth Management held 2,500 shares of Xcel Energy worth $201K as of Q2 2026.
  • Xcel Energy was a new Jeppson Wealth Management position in Q2 2026.
  • Xcel Energy made up 0.06% of Jeppson Wealth Management's portfolio in Q2 2026, its #235 holding.
  • Jeppson Wealth Management first reported a position in Xcel Energy in Q3 2020 and has held it in 3 quarters since.
  • Jeppson Wealth Management's Xcel Energy position peaked at $202K in Q3 2025.
  • 1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.