MV Capital Management’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$17.8K Buy
222
+2
+0.9% +$160 ﹤0.01% 472
2026
Q1
$17.5K Buy
220
+2
+0.9% +$157 ﹤0.01% 462
2025
Q4
$16.1K Hold
218
﹤0.01% 468
2025
Q3
$17.6K Hold
218
﹤0.01% 450
2025
Q2
$14.8K Sell
218
-2
-0.9% -$139 ﹤0.01% 479
2025
Q1
$15.6K Sell
220
-14
-6% -$953 ﹤0.01% 462
2024
Q4
$15.8K Buy
234
+25
+12% +$1.68K ﹤0.01% 467
2024
Q3
$13.6K Buy
209
+21
+11% +$1.25K ﹤0.01% 495
2024
Q2
$10K Sell
188
-146
-44% -$7.94K ﹤0.01% 520
2024
Q1
$18K Sell
334
-44
-12% -$2.51K ﹤0.01% 440
2023
Q4
$23.4K Buy
378
+63
+20% +$3.78K ﹤0.01% 400
2023
Q3
$18K Sell
315
-164
-34% -$9.86K ﹤0.01% 410
2023
Q2
$29.8K Buy
479
+48
+11% +$3.21K ﹤0.01% 355
2023
Q1
$29.1K Buy
431
+86
+25% +$5.8K ﹤0.01% 345
2022
Q4
$24.2K Buy
345
+100
+41% +$6.65K ﹤0.01% 315
2022
Q3
$16K Buy
245
+78
+47% +$5.68K ﹤0.01% 378
2022
Q2
$12K Sell
167
-8
-5% -$582 ﹤0.01% 409
2022
Q1
$13K Buy
175
+60
+52% +$4.12K ﹤0.01% 410
2021
Q4
$8K Sell
115
-5
-4% -$326 ﹤0.01% 520
2021
Q3
$8K Buy
120
+32
+36% +$2.16K ﹤0.01% 491
2021
Q2
$6K Buy
88
+73
+487% +$5.08K ﹤0.01% 475
2021
Q1
$1K Sell
15
-279
-95% -$17.6K ﹤0.01% 446
2020
Q4
$20K Buy
+294
New +$20.5K ﹤0.01% 213

Other funds holding XEL

MV Capital Management's XEL Position: Q2 2026 in Review

MV Capital Management increased its Xcel Energy (XEL) stake by 0.91% in Q2 2026, buying an estimated $160 and bringing the position to 222 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

MV Capital Management first reported a position in XEL in Q4 2020 and has held it in 23 quarters since. The position peaked at $29.8K in Q2 2023. 1,292 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • MV Capital Management held 222 shares of Xcel Energy worth $17.8K as of Q2 2026.
  • MV Capital Management bought 2 Xcel Energy shares in Q2 2026, an estimated $160.
  • Xcel Energy made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #472 holding.
  • MV Capital Management first reported a position in Xcel Energy in Q4 2020 and has held it in 23 quarters since.
  • MV Capital Management's Xcel Energy position peaked at $29.8K in Q2 2023.
  • 1,292 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.