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Obermeyer Wealth Partners’s Xcel Energy XEL Stock Holding History

Obermeyer 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 		$389K Sell
4,844
-81
-2% -$6.47K 0.02% 208
2026
Q1 		$391K Sell
4,925
-160
-3% -$12.6K 0.02% 198
2025
Q4 		$376K Sell
5,085
-72
-1% -$5.68K 0.02% 207
2025
Q3 		$416K Buy
5,157
+74
+1% +$5.35K 0.02% 194
2025
Q2 		$346K Buy
5,083
+347
+7% +$24.1K 0.02% 199
2025
Q1 		$335K Buy
4,736
+1,079
+30% +$73.5K 0.02% 190
2024
Q4 		$247K Hold
3,657
– – 0.01% 224
2024
Q3 		$239K Buy
+3,657
New +$217K 0.01% 225
2024
Q1 		– Sell
-3,812
Closed -$236K – 260
2023
Q4 		$236K Buy
3,812
+110
+3% +$6.6K 0.02% 198
2023
Q3 		$212K Buy
3,702
+45
+1% +$2.71K 0.02% 202
2023
Q2 		$227K Hold
3,657
– – 0.02% 195
2023
Q1 		$247K Sell
3,657
-236
-6% -$15.9K 0.02% 183
2022
Q4 		$273K Buy
3,893
+392
+11% +$26.1K 0.02% 175
2022
Q3 		$224K Hold
3,501
– – 0.02% 187
2022
Q2 		$248K Hold
3,501
– – 0.02% 167
2022
Q1 		$253K Hold
3,501
– – 0.02% 190
2021
Q4 		$237K Hold
3,501
– – 0.01% 203
2021
Q3 		$219K Buy
+3,501
New +$237K 0.01% 202
2015
Q1 		– Sell
-7,400
Closed -$266K – 147
2014
Q4 		$266K Hold
7,400
– – 0.02% 120
2014
Q3 		$225K Buy
7,400
+400
+6% +$12.5K 0.06% 59
2014
Q2 		$226K Hold
7,000
– – 0.06% 57
2014
Q1 		$213K Buy
+7,000
New +$204K 0.05% 53
2013
Q3 		– Sell
-7,000
Closed -$198K – 290
2013
Q2 		$198K Buy
+7,000
New +$209K 0.05% 60

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Obermeyer Wealth Partners's XEL Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its Xcel Energy (XEL) stake by 1.6% in Q2 2026, selling an estimated $6.47K and leaving 4,844 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #208.

Obermeyer Wealth Partners first reported a position in XEL in Q2 2013 and has held it in 23 quarters since. The position peaked at $416K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Obermeyer Wealth Partners held 4,844 shares of Xcel Energy worth $389K as of Q2 2026.
  • Obermeyer Wealth Partners sold 81 Xcel Energy shares in Q2 2026, an estimated $6.47K.
  • Xcel Energy made up 0.02% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #208 holding.
  • Obermeyer Wealth Partners first reported a position in Xcel Energy in Q2 2013 and has held it in 23 quarters since.
  • Obermeyer Wealth Partners's Xcel Energy position peaked at $416K in Q3 2025.
  • 1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.