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Marks Group Wealth Management’s Xcel Energy XEL Stock Holding History

Marks Group Wealth Management’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 		$546K Sell
6,798
-960
-12% -$76.6K 0.05% 257
2026
Q1 		$616K Buy
7,758
+538
+7% +$42.2K 0.06% 230
2025
Q4 		$533K Buy
7,220
+78
+1% +$6.15K 0.05% 235
2025
Q3 		$576K Sell
7,142
-109
-2% -$7.88K 0.05% 215
2025
Q2 		$494K Sell
7,251
-1,223
-14% -$84.8K 0.05% 225
2025
Q1 		$600K Buy
8,474
+37
+0.4% +$2.52K 0.06% 220
2024
Q4 		$570K Hold
8,437
– – 0.06% 207
2024
Q3 		$551K Sell
8,437
-2,378
-22% -$141K 0.05% 217
2024
Q2 		$578K Sell
10,815
-859
-7% -$46.7K 0.06% 210
2024
Q1 		$627K Hold
11,674
– – 0.07% 204
2023
Q4 		$723K Hold
11,674
– – 0.08% 188
2023
Q3 		$668K Hold
11,674
– – 0.08% 189
2023
Q2 		$726K Sell
11,674
-1,664
-12% -$111K 0.09% 187
2023
Q1 		$900K Hold
13,338
– – 0.11% 171
2022
Q4 		$935K Buy
13,338
+841
+7% +$56K 0.13% 164
2022
Q3 		$800K Hold
12,497
– – 0.12% 173
2022
Q2 		$884K Buy
12,497
+1,044
+9% +$76K 0.13% 172
2022
Q1 		$827K Buy
11,453
+1,566
+16% +$108K 0.1% 182
2021
Q4 		$669K Buy
9,887
+5,292
+115% +$345K 0.08% 209
2021
Q3 		$287K Sell
4,595
-250
-5% -$16.9K 0.04% 245
2021
Q2 		$318K Hold
4,845
– – 0.04% 213
2021
Q1 		$322K Hold
4,845
– – 0.05% 207
2020
Q4 		$323K Hold
4,845
– – 0.05% 205
2020
Q3 		$334K Buy
4,845
+250
+5% +$17.1K 0.06% 193
2020
Q2 		$287K Hold
4,595
– – 0.06% 194
2020
Q1 		$277K Sell
4,595
-60
-1% -$3.91K 0.07% 180
2019
Q4 		$296K Buy
+4,655
New +$291K 0.06% 204

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Marks Group Wealth Management's XEL Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Xcel Energy (XEL) stake by 12% in Q2 2026, selling an estimated $76.6K and leaving 6,798 shares worth $546K. The position accounts for 0.05% of the portfolio, ranked #257.

Marks Group Wealth Management first reported a position in XEL in Q4 2019 and has held it in 27 quarters since. The position peaked at $935K in Q4 2022. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Marks Group Wealth Management held 6,798 shares of Xcel Energy worth $546K as of Q2 2026.
  • Marks Group Wealth Management sold 960 Xcel Energy shares in Q2 2026, an estimated $76.6K.
  • Xcel Energy made up 0.05% of Marks Group Wealth Management's portfolio in Q2 2026, its #257 holding.
  • Marks Group Wealth Management first reported a position in Xcel Energy in Q4 2019 and has held it in 27 quarters since.
  • Marks Group Wealth Management's Xcel Energy position peaked at $935K in Q4 2022.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.