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Merit Financial Group’s Xcel Energy XEL Stock Holding History

Merit Financial 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 		$2.32M Buy
28,882
+2,623
+10% +$209K 0.01% 693
2026
Q1 		$2.09M Buy
26,259
+40
+0.2% +$3.14K 0.02% 664
2025
Q4 		$1.94M Buy
26,219
+2,583
+11% +$204K 0.02% 661
2025
Q3 		$1.91M Buy
23,636
+1,989
+9% +$144K 0.02% 592
2025
Q2 		$1.47M Buy
21,647
+996
+5% +$69.1K 0.02% 628
2025
Q1 		$1.46M Buy
20,651
+3,543
+21% +$241K 0.02% 520
2024
Q4 		$1.16M Buy
17,108
+13,615
+390% +$913K 0.02% 474
2024
Q3 		$228K Sell
3,493
-5,226
-60% -$310K 0.01% 755
2024
Q2 		$466K Buy
8,719
+3,435
+65% +$187K 0.01% 592
2024
Q1 		$287K Buy
5,284
+1,881
+55% +$107K 0.01% 726
2023
Q4 		$211K Buy
+3,403
New +$204K 0.01% 717

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

Merit Financial Group's XEL Position: Q2 2026 in Review

Merit Financial Group increased its Xcel Energy (XEL) stake by 10% in Q2 2026, buying an estimated $209K and bringing the position to 28,882 shares worth $2.32M. The position accounts for 0.01% of the portfolio, ranked #693.

Merit Financial Group first reported a position in XEL in Q4 2023 and has held it in 11 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Merit Financial Group held 28,882 shares of Xcel Energy worth $2.32M as of Q2 2026.
  • Merit Financial Group bought 2,623 Xcel Energy shares in Q2 2026, an estimated $209K.
  • Xcel Energy made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #693 holding.
  • Merit Financial Group first reported a position in Xcel Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.