Monetary Management Group’s Xcel Energy XEL Stock Holding History

Monetary Management 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	$182K	Buy	12,500 +12,000	+2,400%	+$958K	0.04%	211
2026 Q1	$39.7K	Hold	500	–	–	0.01%	272
2025 Q4	$36.9K	Hold	500	–	–	0.01%	274
2025 Q3	$40.3K	Hold	500	–	–	0.01%	263
2025 Q2	$34K	Hold	500	–	–	0.01%	277
2025 Q1	$35.4K	Hold	500	–	–	0.01%	268
2024 Q4	$33.8K	Hold	500	–	–	0.01%	275
2024 Q3	$32.6K	Hold	500	–	–	0.01%	277
2024 Q2	$26.7K	Hold	500	–	–	0.01%	286
2024 Q1	$26.9K	Hold	500	–	–	0.01%	283
2023 Q4	$31K	Hold	500	–	–	0.01%	266
2023 Q3	$28.6K	Hold	500	–	–	0.01%	266
2023 Q2	$31.1K	Hold	500	–	–	0.01%	275
2023 Q1	$33.7K	Sell	500 -500	-50%	-$33.7K	0.01%	272
2022 Q4	$70.1K	Hold	1,000	–	–	0.02%	242
2022 Q3	$64K	Hold	1,000	–	–	0.02%	244
2022 Q2	$71K	Hold	1,000	–	–	0.02%	235
2022 Q1	$72K	Hold	1,000	–	–	0.02%	241
2021 Q4	$68K	Hold	1,000	–	–	0.02%	253
2021 Q3	$62K	Buy	1,000 +500	+100%	+$33.8K	0.02%	252
2021 Q2	$33K	Hold	500	–	–	0.01%	267
2021 Q1	$33K	Hold	500	–	–	0.01%	263
2020 Q4	$33K	Hold	500	–	–	0.01%	253
2020 Q3	$35K	Hold	500	–	–	0.01%	234
2020 Q2	$31K	Hold	500	–	–	0.01%	230
2020 Q1	$30K	Hold	500	–	–	0.01%	218
2019 Q4	$32K	Hold	500	–	–	0.01%	239
2019 Q3	$32K	Hold	500	–	–	0.01%	240
2019 Q2	$30K	Hold	500	–	–	0.01%	247
2019 Q1	$28K	Hold	500	–	–	0.01%	248
2018 Q4	$25K	Hold	500	–	–	0.01%	248
2018 Q3	$24K	Hold	500	–	–	0.01%	266
2018 Q2	$23K	Sell	500 -275	-35%	-$12.3K	0.01%	272
2018 Q1	$35K	Hold	775	–	–	0.01%	252
2017 Q4	$37K	Hold	775	–	–	0.01%	247
2017 Q3	$37K	Hold	775	–	–	0.02%	237
2017 Q2	$36K	Hold	775	–	–	0.01%	242
2017 Q1	$34K	Hold	775	–	–	0.01%	240
2016 Q4	$32K	Sell	775 -100	-11%	-$4K	0.01%	251
2016 Q3	$36K	Hold	875	–	–	0.02%	245
2016 Q2	$39K	Hold	875	–	–	0.02%	246
2016 Q1	$37K	Hold	875	–	–	0.02%	246
2015 Q4	$31K	Hold	875	–	–	0.01%	258
2015 Q3	$31K	Hold	875	–	–	0.02%	258
2015 Q2	$28K	Hold	875	–	–	0.01%	285
2015 Q1	$30K	Sell	875 -200	-19%	-$7.15K	0.01%	293
2014 Q4	$39K	Hold	1,075	–	–	0.02%	284
2014 Q3	$33K	Hold	1,075	–	–	0.02%	293
2014 Q2	$35K	Buy	+1,075	New	+$33.3K	0.02%	288

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Monetary Management Group's XEL Position: Q2 2026 in Review

Monetary Management Group increased its Xcel Energy (XEL) stake by 2,400% in Q2 2026, buying an estimated $958K and bringing the position to 12,500 shares worth $182K. The position accounts for 0.04% of the portfolio, ranked #211.

Monetary Management Group first reported a position in XEL in Q2 2014 and has held it in 49 quarters since. 1,288 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Monetary Management Group held 12,500 shares of Xcel Energy worth $182K as of Q2 2026.
Monetary Management Group bought 12,000 Xcel Energy shares in Q2 2026, an estimated $958K.
Xcel Energy made up 0.04% of Monetary Management Group's portfolio in Q2 2026, its #211 holding.
Monetary Management Group first reported a position in Xcel Energy in Q2 2014 and has held it in 49 quarters since.
1,288 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Monetary Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.