PCS
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Personal CFO Solutions’s Xcel Energy XEL Stock Holding History

Personal CFO Solutions’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 		$586K Buy
7,250
+168
+2% +$13.4K 0.08% 212
2026
Q1 		$567K Buy
7,082
+542
+8% +$42.5K 0.08% 226
2025
Q4 		$483K Buy
6,540
+575
+10% +$45.3K 0.08% 244
2025
Q3 		$481K Buy
5,965
+45
+0.8% +$3.25K 0.08% 235
2025
Q2 		$403K Sell
5,920
-83
-1% -$5.76K 0.07% 258
2025
Q1 		$425K Buy
6,003
+69
+1% +$4.7K 0.09% 245
2024
Q4 		$401K Buy
5,934
+163
+3% +$10.9K 0.08% 245
2024
Q3 		$377K Sell
5,771
-16
-0.3% -$949 0.05% 334
2024
Q2 		$309K Sell
5,787
-476
-8% -$25.9K 0.05% 369
2024
Q1 		$337K Buy
6,263
+315
+5% +$18K 0.05% 365
2023
Q4 		$368K Sell
5,948
-224
-4% -$13.4K 0.06% 317
2023
Q3 		$353K Buy
6,172
+31
+0.5% +$1.86K 0.07% 288
2023
Q2 		$382K Buy
6,141
+162
+3% +$10.8K 0.08% 269
2023
Q1 		$403K Buy
5,979
+134
+2% +$9.04K 0.08% 239
2022
Q4 		$410K Buy
5,845
+500
+9% +$33.3K 0.09% 218
2022
Q3 		$342K Buy
5,345
+245
+5% +$17.8K 0.09% 228
2022
Q2 		$361K Buy
5,100
+470
+10% +$34.2K 0.08% 223
2022
Q1 		$334K Buy
+4,630
New +$318K 0.07% 291

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

Personal CFO Solutions's XEL Position: Q2 2026 in Review

Personal CFO Solutions increased its Xcel Energy (XEL) stake by 2.4% in Q2 2026, buying an estimated $13.4K and bringing the position to 7,250 shares worth $586K. The position accounts for 0.08% of the portfolio, ranked #212.

Personal CFO Solutions first reported a position in XEL in Q1 2022 and has held it in 18 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Personal CFO Solutions held 7,250 shares of Xcel Energy worth $586K as of Q2 2026.
  • Personal CFO Solutions bought 168 Xcel Energy shares in Q2 2026, an estimated $13.4K.
  • Xcel Energy made up 0.08% of Personal CFO Solutions's portfolio in Q2 2026, its #212 holding.
  • Personal CFO Solutions first reported a position in Xcel Energy in Q1 2022 and has held it in 18 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.