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Mindset Wealth Management’s Xcel Energy XEL Stock Holding History

Mindset 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 		$225K Hold
2,806
– – 0.04% 169
2026
Q1 		$223K Hold
2,806
– – 0.06% 156
2025
Q4 		$207K Hold
2,806
– – 0.05% 173
2025
Q3 		$226K Buy
+2,806
New +$203K 0.06% 152

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

Mindset Wealth Management's XEL Position: Q2 2026 in Review

Mindset Wealth Management held its Xcel Energy (XEL) position steady in Q2 2026 at 2,806 shares worth $225K. The position accounts for 0.04% of the portfolio, ranked #169.

Mindset Wealth Management first reported a position in XEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $226K in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Mindset Wealth Management held 2,806 shares of Xcel Energy worth $225K as of Q2 2026.
  • Mindset Wealth Management left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.04% of Mindset Wealth Management's portfolio in Q2 2026, its #169 holding.
  • Mindset Wealth Management first reported a position in Xcel Energy in Q3 2025 and has held it in 4 quarters since.
  • Mindset Wealth Management's Xcel Energy position peaked at $226K in Q3 2025.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.