Measured Wealth Private Client Group’s Xcel Energy XEL Stock Holding History

Measured Wealth Private Client Group’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	$41.7K	Hold	519	–	–	0.01%	353
2026 Q1	$41.2K	Hold	519	–	–	0.01%	320
2025 Q4	$38.3K	Hold	519	–	–	0.01%	348
2025 Q3	$41.9K	Buy	+519	New	+$37.5K	0.01%	326
2018 Q4	–	Sell	-1,055	Closed	-$49K	–	723
2018 Q3	$49K	Buy	+1,055	New	+$49.8K	0.03%	360

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

Measured Wealth Private Client Group's XEL Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Xcel Energy (XEL) position steady in Q2 2026 at 519 shares worth $41.7K. The position accounts for 0.01% of the portfolio, ranked #353.

Measured Wealth Private Client Group first reported a position in XEL in Q3 2018 and has held it in 5 quarters since. The position peaked at $49K in Q3 2018. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Measured Wealth Private Client Group held 519 shares of Xcel Energy worth $41.7K as of Q2 2026.
Measured Wealth Private Client Group left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #353 holding.
Measured Wealth Private Client Group first reported a position in Xcel Energy in Q3 2018 and has held it in 5 quarters since.
Measured Wealth Private Client Group's Xcel Energy position peaked at $49K in Q3 2018.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.