LifeSteps Financial’s Xcel Energy XEL Stock Holding History

LifeSteps Financial’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	$22K	Buy	+274	New	+$21.9K	0.01%	297

Other funds holding XEL

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

LifeSteps Financial's XEL Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Xcel Energy (XEL) in Q2 2026: 274 shares worth $22K. The stake represents 0.01% of the portfolio and ranks #297 among its holdings.

494 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

LifeSteps Financial held 274 shares of Xcel Energy worth $22K as of Q2 2026.
Xcel Energy was a new LifeSteps Financial position in Q2 2026.
Xcel Energy made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #297 holding.
494 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.