Lloyd Advisory Services’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
Other funds holding XEL
Lloyd Advisory Services's XEL Position: Q2 2026 in Review
Lloyd Advisory Services increased its Xcel Energy (XEL) stake by 41% in Q2 2026, buying an estimated $22K and bringing the position to 945 shares worth $75.9K. The position accounts for 0.03% of the portfolio, ranked #199.
Lloyd Advisory Services first reported a position in XEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $208K in Q4 2025. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- Lloyd Advisory Services held 945 shares of Xcel Energy worth $75.9K as of Q2 2026.
- Lloyd Advisory Services bought 275 Xcel Energy shares in Q2 2026, an estimated $22K.
- Xcel Energy made up 0.03% of Lloyd Advisory Services's portfolio in Q2 2026, its #199 holding.
- Lloyd Advisory Services first reported a position in Xcel Energy in Q3 2025 and has held it in 4 quarters since.
- Lloyd Advisory Services's Xcel Energy position peaked at $208K in Q4 2025.
- 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.