JWA
XEL icon

JFS Wealth Advisors’s Xcel Energy XEL Stock Holding History

JFS Wealth 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 		$30.8K Buy
382
+60
+19% +$4.79K ﹤0.01% 647
2026
Q1 		$25.7K Sell
322
-106
-25% -$8.31K ﹤0.01% 676
2025
Q4 		$31.6K Buy
428
+55
+15% +$4.34K ﹤0.01% 628
2025
Q3 		$30.1K Buy
373
+110
+42% +$7.96K ﹤0.01% 611
2025
Q2 		$17.9K Hold
263
– – ﹤0.01% 679
2025
Q1 		$18.6K Buy
263
+6
+2% +$408 ﹤0.01% 679
2024
Q4 		$17.4K Hold
257
– – ﹤0.01% 680
2024
Q3 		$16.8K Buy
257
+24
+10% +$1.42K ﹤0.01% 679
2024
Q2 		$12.4K Sell
233
-5
-2% -$272 ﹤0.01% 726
2024
Q1 		$12.8K Sell
238
-44
-16% -$2.51K ﹤0.01% 739
2023
Q4 		$17.5K Buy
282
+96
+52% +$5.76K ﹤0.01% 618
2023
Q3 		$10.6K Sell
186
-75
-29% -$4.51K ﹤0.01% 706
2023
Q2 		$16.2K Sell
261
-28
-10% -$1.87K ﹤0.01% 587
2023
Q1 		$19.5K Buy
289
+14
+5% +$945 ﹤0.01% 544
2022
Q4 		$19.3K Sell
275
-105
-28% -$6.99K ﹤0.01% 544
2022
Q3 		$24K Sell
380
-35
-8% -$2.55K ﹤0.01% 536
2022
Q2 		$29K Buy
415
+73
+21% +$5.31K ﹤0.01% 515
2022
Q1 		$25K Buy
342
+246
+256% +$16.9K ﹤0.01% 555
2021
Q4 		$6K Buy
+96
New +$6.26K ﹤0.01% 775
2014
Q4 		– Sell
-155
Closed -$5K – 545
2014
Q3 		$5K Hold
155
– – ﹤0.01% 386
2014
Q2 		$5K Buy
+155
New +$4.8K ﹤0.01% 375

Other funds holding XEL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
OLA
Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return