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Networth Advisors’s Xcel Energy XEL Stock Holding History

Networth Advisors’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 		– Sell
-80
Closed -$6.36K – 439
2026
Q1 		$6.36K Buy
80
+71
+789% +$5.57K ﹤0.01% 223
2025
Q4 		$665 Buy
+9
New +$710 ﹤0.01% 339

Other funds holding XEL

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
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 Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Networth Advisors's XEL Position: Q2 2026 in Review

Networth Advisors sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 80 shares — an estimated $6.36K sold.

Networth Advisors first reported a position in XEL in Q4 2025 and held it in 2 quarters. The position peaked at $6.36K in Q1 2026. 688 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Networth Advisors reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
  • Networth Advisors sold 80 Xcel Energy shares in Q2 2026, an estimated $6.36K.
  • Networth Advisors first reported a position in Xcel Energy in Q4 2025 and held it in 2 quarters.
  • Networth Advisors's Xcel Energy position peaked at $6.36K in Q1 2026.
  • 688 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.