Mosley Wealth Management’s Xcel Energy XEL Stock Holding History

Mosley 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	$1.36K	Buy	+17	New	+$1.36K	﹤0.01%	533

Other funds holding XEL

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

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

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

Mosley Wealth Management opened a new position in Xcel Energy (XEL) in Q2 2026: 17 shares worth $1.36K. The stake represents ﹤0.01% of the portfolio and ranks #533 among its holdings.

745 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Mosley Wealth Management held 17 shares of Xcel Energy worth $1.36K as of Q2 2026.
Xcel Energy was a new Mosley Wealth Management position in Q2 2026.
Xcel Energy made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #533 holding.
745 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.