JPL Wealth Management’s Xcel Energy XEL Stock Holding History

JPL 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	$298K	Buy	3,716 +3	+0.1%	+$239	0.06%	112
2026 Q1	$295K	Buy	3,713 +459	+14%	+$36K	0.07%	105
2025 Q4	$240K	Sell	3,254 -511	-14%	-$40.3K	0.06%	109
2025 Q3	$304K	Buy	3,765 +434	+13%	+$31.4K	0.07%	106
2025 Q2	$227K	Buy	3,331 +8	+0.2%	+$555	0.06%	108
2025 Q1	$235K	Hold	3,323	–	–	0.07%	107
2024 Q4	$224K	Buy	+3,323	New	+$223K	0.06%	119
2024 Q1	–	Sell	-3,309	Closed	-$205K	–	120
2023 Q4	$205K	Buy	+3,309	New	+$199K	0.15%	99

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

JPL Wealth Management increased its Xcel Energy (XEL) stake by 0.08% in Q2 2026, buying an estimated $239 and bringing the position to 3,716 shares worth $298K. The position accounts for 0.06% of the portfolio, ranked #112.

JPL Wealth Management first reported a position in XEL in Q4 2023 and has held it in 8 quarters since. The position peaked at $304K in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

JPL Wealth Management held 3,716 shares of Xcel Energy worth $298K as of Q2 2026.
JPL Wealth Management bought 3 Xcel Energy shares in Q2 2026, an estimated $239.
Xcel Energy made up 0.06% of JPL Wealth Management's portfolio in Q2 2026, its #112 holding.
JPL Wealth Management first reported a position in Xcel Energy in Q4 2023 and has held it in 8 quarters since.
JPL Wealth Management's Xcel Energy position peaked at $304K in Q3 2025.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.