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Larson Financial Group’s Xcel Energy XEL Stock Holding History

Larson Financial Group’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 		$5.42M Buy
67,467
+239
+0.4% +$19.1K 0.14% 117
2026
Q1 		$5.34M Buy
67,228
+666
+1% +$52.2K 0.17% 110
2025
Q4 		$4.92M Buy
66,562
+1,441
+2% +$114K 0.16% 115
2025
Q3 		$5.25M Buy
65,121
+840
+1% +$60.8K 0.18% 105
2025
Q2 		$4.38M Buy
64,281
+10,168
+19% +$705K 0.18% 118
2025
Q1 		$3.83M Sell
54,113
-14,288
-21% -$973K 0.18% 105
2024
Q4 		$4.62M Buy
68,401
+56,864
+493% +$3.81M 0.24% 85
2024
Q3 		$753K Buy
11,537
+2,078
+22% +$123K 0.04% 265
2024
Q2 		$505K Buy
9,459
+6,232
+193% +$339K 0.03% 273
2024
Q1 		$173K Sell
3,227
-182
-5% -$10.4K 0.01% 444
2023
Q4 		$211K Sell
3,409
-612
-15% -$36.7K 0.02% 340
2023
Q3 		$230K Sell
4,021
-619
-13% -$37.2K 0.02% 297
2023
Q2 		$288K Sell
4,640
-621
-12% -$41.5K 0.03% 259
2023
Q1 		$355K Buy
5,261
+7
+0.1% +$472 0.04% 240
2022
Q4 		$368K Buy
5,254
+7
+0.1% +$466 0.04% 232
2022
Q3 		$336K Buy
5,247
+6
+0.1% +$437 0.05% 210
2022
Q2 		$371K Buy
5,241
+25
+0.5% +$1.82K 0.06% 123
2022
Q1 		$376K Buy
5,216
+6
+0.1% +$412 0.06% 133
2021
Q4 		$353K Buy
5,210
+5,084
+4,035% +$331K 0.06% 146
2021
Q3 		$8K Hold
126
– – ﹤0.01% 642
2021
Q2 		$8K Buy
126
+1
+0.8% +$70 ﹤0.01% 599
2021
Q1 		$8K Buy
125
+122
+4,067% +$7.71K ﹤0.01% 590
2020
Q4 		$0 Sell
3
-5
-63% -$348 ﹤0.01% 865
2020
Q3 		$1K Buy
+8
New +$546 ﹤0.01% 700

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

Larson Financial Group's XEL Position: Q2 2026 in Review

Larson Financial Group increased its Xcel Energy (XEL) stake by 0.36% in Q2 2026, buying an estimated $19.1K and bringing the position to 67,467 shares worth $5.42M. The position accounts for 0.14% of the portfolio, ranked #117.

Larson Financial Group first reported a position in XEL in Q3 2020 and has held it in 24 quarters since. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Larson Financial Group held 67,467 shares of Xcel Energy worth $5.42M as of Q2 2026.
  • Larson Financial Group bought 239 Xcel Energy shares in Q2 2026, an estimated $19.1K.
  • Xcel Energy made up 0.14% of Larson Financial Group's portfolio in Q2 2026, its #117 holding.
  • Larson Financial Group first reported a position in Xcel Energy in Q3 2020 and has held it in 24 quarters since.
  • 1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.