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Longview Financial Advisors’s Xcel Energy XEL Stock Holding History

Longview Financial Advisors’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 		$205K Hold
2,550
– – 0.12% 43
2026
Q1 		$203K Buy
+2,550
New +$200K 0.12% 44
2025
Q4 		– Sell
-2,550
Closed -$206K – 48
2025
Q3 		$206K Buy
+2,550
New +$184K 0.15% 44

Other funds holding XEL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PL
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Longview Financial Advisors's XEL Position: Q2 2026 in Review

Longview Financial Advisors held its Xcel Energy (XEL) position steady in Q2 2026 at 2,550 shares worth $205K. The position accounts for 0.12% of the portfolio, ranked #43.

Longview Financial Advisors first reported a position in XEL in Q3 2025 and has held it in 3 quarters since. The position peaked at $206K in Q3 2025. 223 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Longview Financial Advisors held 2,550 shares of Xcel Energy worth $205K as of Q2 2026.
  • Longview Financial Advisors left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.12% of Longview Financial Advisors's portfolio in Q2 2026, its #43 holding.
  • Longview Financial Advisors first reported a position in Xcel Energy in Q3 2025 and has held it in 3 quarters since.
  • Longview Financial Advisors's Xcel Energy position peaked at $206K in Q3 2025.
  • 223 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.