Luken Investment Analytics’s Xcel Energy XEL Stock Holding History

Luken Investment Analytics’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	$42.2K	Hold	526	–	–	0.01%	107
2026 Q1	$41.8K	Sell	526 -5	-0.9%	-$392	0.02%	97
2025 Q4	$39.2K	Buy	531 +5	+1%	+$394	0.02%	101
2025 Q3	$42.4K	Hold	526	–	–	0.02%	92
2025 Q2	$35.8K	Hold	526	–	–	0.02%	98
2025 Q1	$37.2K	Hold	526	–	–	0.02%	95
2024 Q4	$35.5K	Hold	526	–	–	0.02%	95
2024 Q3	$34.3K	Hold	526	–	–	0.02%	88
2024 Q2	$28.1K	Hold	526	–	–	0.01%	101
2024 Q1	$28.3K	Hold	526	–	–	0.01%	89
2023 Q4	$32.6K	Hold	526	–	–	0.02%	88
2023 Q3	$30.1K	Hold	526	–	–	0.02%	88
2023 Q2	$32.7K	Hold	526	–	–	0.02%	86
2023 Q1	$35.5K	Hold	526	–	–	0.02%	79
2022 Q4	$36.9K	Buy	+526	New	+$35K	0.02%	77

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Luken Investment Analytics's XEL Position: Q2 2026 in Review

Luken Investment Analytics held its Xcel Energy (XEL) position steady in Q2 2026 at 526 shares worth $42.2K. The position accounts for 0.01% of the portfolio, ranked #107.

Luken Investment Analytics first reported a position in XEL in Q4 2022 and has held it in 15 quarters since. The position peaked at $42.4K in Q3 2025. 1,285 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Luken Investment Analytics held 526 shares of Xcel Energy worth $42.2K as of Q2 2026.
Luken Investment Analytics left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.01% of Luken Investment Analytics's portfolio in Q2 2026, its #107 holding.
Luken Investment Analytics first reported a position in Xcel Energy in Q4 2022 and has held it in 15 quarters since.
Luken Investment Analytics's Xcel Energy position peaked at $42.4K in Q3 2025.
1,285 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Luken Investment Analytics's 13F filing for Q2 2026, filed 28 Jul 2026.