LGT Financial Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
Other funds holding XEL
LGT Financial Advisors's XEL Position: Q2 2026 in Review
LGT Financial Advisors increased its Xcel Energy (XEL) stake by 1.2% in Q2 2026, buying an estimated $80 and bringing the position to 87 shares worth $6.96K. The position accounts for 0.04% of the portfolio, ranked #161.
LGT Financial Advisors first reported a position in XEL in Q3 2023 and has held it in 12 quarters since. The position peaked at $121K in Q4 2023. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- LGT Financial Advisors held 87 shares of Xcel Energy worth $6.96K as of Q2 2026.
- LGT Financial Advisors bought 1 Xcel Energy share in Q2 2026, an estimated $80.
- Xcel Energy made up 0.04% of LGT Financial Advisors's portfolio in Q2 2026, its #161 holding.
- LGT Financial Advisors first reported a position in Xcel Energy in Q3 2023 and has held it in 12 quarters since.
- LGT Financial Advisors's Xcel Energy position peaked at $121K in Q4 2023.
- 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.