Lakeridge Wealth Management’s Xcel Energy XEL Stock Holding History

Lakeridge 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	$436K	Buy	5,425 +13	+0.2%	+$1.04K	0.16%	116
2026 Q1	$430K	Buy	5,412 +39	+0.7%	+$3.06K	0.18%	105
2025 Q4	$397K	Buy	5,373 +36	+0.7%	+$2.84K	0.18%	110
2025 Q3	$430K	Sell	5,337 -3	-0.1%	-$217	0.19%	95
2025 Q2	$364K	Sell	5,340 -234	-4%	-$16.2K	0.17%	103
2025 Q1	$395K	Buy	5,574 +23	+0.4%	+$1.57K	0.2%	101
2024 Q4	$375K	Buy	5,551 +19	+0.3%	+$1.27K	0.19%	95
2024 Q3	$361K	Buy	5,532 +17	+0.3%	+$1.01K	0.2%	100
2024 Q2	$295K	Buy	5,515 +251	+5%	+$13.7K	0.18%	109
2024 Q1	$283K	Buy	5,264 +1,692	+47%	+$96.6K	0.18%	99
2023 Q4	$221K	Buy	+3,572	New	+$214K	0.16%	116

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

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

Lakeridge Wealth Management increased its Xcel Energy (XEL) stake by 0.24% in Q2 2026, buying an estimated $1.04K and bringing the position to 5,425 shares worth $436K. The position accounts for 0.16% of the portfolio, ranked #116.

Lakeridge Wealth Management first reported a position in XEL in Q4 2023 and has held it in 11 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Lakeridge Wealth Management held 5,425 shares of Xcel Energy worth $436K as of Q2 2026.
Lakeridge Wealth Management bought 13 Xcel Energy shares in Q2 2026, an estimated $1.04K.
Xcel Energy made up 0.16% of Lakeridge Wealth Management's portfolio in Q2 2026, its #116 holding.
Lakeridge Wealth Management first reported a position in Xcel Energy in Q4 2023 and has held it in 11 quarters since.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

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