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MJT & Associates Financial Advisory’s Xcel Energy XEL Stock Holding History

MJT & Associates Financial Advisory’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 		$231K Hold
2,879
– – 0.15% 37
2026
Q1 		$229K Hold
2,879
– – 0.17% 38
2025
Q4 		$213K Hold
2,879
– – 0.16% 37
2025
Q3 		$232K Hold
2,879
– – 0.19% 34
2025
Q2 		$196K Sell
2,879
-300
-9% -$20.8K 0.24% 40
2025
Q1 		$225K Buy
+3,179
New +$216K 0.22% 41

Other funds holding XEL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

MJT & Associates Financial Advisory's XEL Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Xcel Energy (XEL) position steady in Q2 2026 at 2,879 shares worth $231K. The position accounts for 0.15% of the portfolio, ranked #37.

MJT & Associates Financial Advisory first reported a position in XEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $232K in Q3 2025. 353 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • MJT & Associates Financial Advisory held 2,879 shares of Xcel Energy worth $231K as of Q2 2026.
  • MJT & Associates Financial Advisory left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.15% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #37 holding.
  • MJT & Associates Financial Advisory first reported a position in Xcel Energy in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's Xcel Energy position peaked at $232K in Q3 2025.
  • 353 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.