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Mission Wealth Management’s Xcel Energy XEL Stock Holding History

Mission 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
2023
Q4 		– Hold
0
– -$572K – 605
2023
Q3 		– Hold
0
– – – 318
2023
Q2 		– Hold
0
– – – 261
2023
Q1 		– Hold
0
– – – 243
2022
Q4 		– Hold
0
– -$1.28M – 551
2022
Q3 		– Hold
0
– – – 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

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

Mission Wealth Management increased its Xcel Energy (XEL) stake by 7.7% in Q2 2026, buying an estimated $81.2K and bringing the position to 14,290 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #439.

Mission Wealth Management first reported a position in XEL in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.67M in Q2 2022. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Mission Wealth Management held 14,290 shares of Xcel Energy worth $1.15M as of Q2 2026.
  • Mission Wealth Management bought 1,017 Xcel Energy shares in Q2 2026, an estimated $81.2K.
  • Xcel Energy made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #439 holding.
  • Mission Wealth Management first reported a position in Xcel Energy in Q1 2019 and has held it in 30 quarters since.
  • Mission Wealth Management's Xcel Energy position peaked at $3.67M in Q2 2022.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.