Paragon Capital Management (Kansas)’s Xcel Energy XEL Stock Holding History

Paragon Capital Management (Kansas)’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	$316K	Hold	3,931	–	–	0.15%	51
2026 Q1	$312K	Hold	3,931	–	–	0.15%	52
2025 Q4	$290K	Hold	3,931	–	–	0.15%	52
2025 Q3	$317K	Hold	3,931	–	–	0.15%	54
2025 Q2	$268K	Hold	3,931	–	–	0.14%	55
2025 Q1	$278K	Hold	3,931	–	–	0.16%	47
2024 Q4	$265K	Hold	3,931	–	–	0.14%	45
2024 Q3	$257K	Hold	3,931	–	–	0.13%	53
2024 Q2	$210K	Hold	3,931	–	–	0.11%	50
2024 Q1	$211K	Hold	3,931	–	–	0.11%	52
2023 Q4	$243K	Buy	+3,931	New	+$236K	0.14%	47

Other funds holding XEL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Paragon Capital Management (Kansas)'s XEL Position: Q2 2026 in Review

Paragon Capital Management (Kansas) held its Xcel Energy (XEL) position steady in Q2 2026 at 3,931 shares worth $316K. The position accounts for 0.15% of the portfolio, ranked #51.

Paragon Capital Management (Kansas) first reported a position in XEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $317K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Paragon Capital Management (Kansas) held 3,931 shares of Xcel Energy worth $316K as of Q2 2026.
Paragon Capital Management (Kansas) left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.15% of Paragon Capital Management (Kansas)'s portfolio in Q2 2026, its #51 holding.
Paragon Capital Management (Kansas) first reported a position in Xcel Energy in Q4 2023 and has held it in 11 quarters since.
Paragon Capital Management (Kansas)'s Xcel Energy position peaked at $317K in Q3 2025.
1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Paragon Capital Management (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.