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Millstone Evans Group’s Xcel Energy XEL Stock Holding History

Millstone Evans 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 		$165K Buy
2,057
+6
+0.3% +$479 0.09% 172
2026
Q1 		$163K Sell
2,051
-1
-0% -$78 0.1% 165
2025
Q4 		$152K Buy
2,052
+273
+15% +$21.5K 0.09% 173
2025
Q3 		$143K Hold
1,779
– – 0.09% 165
2025
Q2 		$121K Hold
1,779
– – 0.08% 176
2025
Q1 		$126K Hold
1,779
– – 0.09% 168
2024
Q4 		$120K Buy
+1,779
New +$119K 0.08% 166

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Millstone Evans Group's XEL Position: Q2 2026 in Review

Millstone Evans Group increased its Xcel Energy (XEL) stake by 0.29% in Q2 2026, buying an estimated $479 and bringing the position to 2,057 shares worth $165K. The position accounts for 0.09% of the portfolio, ranked #172.

Millstone Evans Group first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. 1,053 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Millstone Evans Group held 2,057 shares of Xcel Energy worth $165K as of Q2 2026.
  • Millstone Evans Group bought 6 Xcel Energy shares in Q2 2026, an estimated $479.
  • Xcel Energy made up 0.09% of Millstone Evans Group's portfolio in Q2 2026, its #172 holding.
  • Millstone Evans Group first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.