Mosaic Family Wealth Partners’s Xcel Energy XEL Stock Holding History

Mosaic Family Wealth Partners’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	$875K	Buy	10,895 +416	+4%	+$33.2K	0.06%	227
2026 Q1	$832K	Hold	10,479	–	–	0.09%	127
2025 Q4	$774K	Hold	10,479	–	–	0.08%	113
2025 Q3	$839K	Hold	10,479	–	–	0.1%	97
2025 Q2	$714K	Hold	10,479	–	–	0.09%	103
2025 Q1	$742K	Sell	10,479 -500	-5%	-$34K	0.11%	101
2024 Q4	$741K	Buy	10,979 +337	+3%	+$22.6K	0.11%	94
2024 Q3	$695K	Buy	10,642 +163	+2%	+$9.67K	0.1%	97
2024 Q2	$560K	Hold	10,479	–	–	0.09%	111
2024 Q1	$563K	Sell	10,479 -25	-0.2%	-$1.43K	0.09%	111
2023 Q4	$650K	Buy	10,504 +25	+0.2%	+$1.5K	0.11%	95
2023 Q3	$600K	Hold	10,479	–	–	0.12%	93
2023 Q2	$651K	Hold	10,479	–	–	0.13%	89
2023 Q1	$707K	Hold	10,479	–	–	0.15%	84
2022 Q4	$735K	Buy	+10,479	New	+$697K	0.21%	77

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

Mosaic Family Wealth Partners's XEL Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Xcel Energy (XEL) stake by 4% in Q2 2026, buying an estimated $33.2K and bringing the position to 10,895 shares worth $875K. The position accounts for 0.06% of the portfolio, ranked #227.

Mosaic Family Wealth Partners first reported a position in XEL in Q4 2022 and has held it in 15 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Mosaic Family Wealth Partners held 10,895 shares of Xcel Energy worth $875K as of Q2 2026.
Mosaic Family Wealth Partners bought 416 Xcel Energy shares in Q2 2026, an estimated $33.2K.
Xcel Energy made up 0.06% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #227 holding.
Mosaic Family Wealth Partners first reported a position in Xcel Energy in Q4 2022 and has held it in 15 quarters since.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.