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Ogorek Anthony Joseph’s Xcel Energy XEL Stock Holding History

Ogorek Anthony Joseph’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 		$1K Hold
18
– – ﹤0.01% 634
2026
Q1 		$1K Hold
18
– – ﹤0.01% 630
2025
Q4 		$1K Sell
18
-24
-57% -$1.89K ﹤0.01% 629
2025
Q3 		$3K Sell
42
-12
-22% -$868 ﹤0.01% 563
2025
Q2 		$3K Hold
54
– – ﹤0.01% 548
2025
Q1 		$3K Buy
+54
New +$3.68K ﹤0.01% 537

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

Ogorek Anthony Joseph's XEL Position: Q2 2026 in Review

Ogorek Anthony Joseph held its Xcel Energy (XEL) position steady in Q2 2026 at 18 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Ogorek Anthony Joseph first reported a position in XEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $3K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Ogorek Anthony Joseph held 18 shares of Xcel Energy worth $1K as of Q2 2026.
  • Ogorek Anthony Joseph left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #634 holding.
  • Ogorek Anthony Joseph first reported a position in Xcel Energy in Q1 2025 and has held it in 6 quarters since.
  • Ogorek Anthony Joseph's Xcel Energy position peaked at $3K in Q3 2025.
  • 1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.