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PFG Advisors’s Xcel Energy XEL Stock Holding History

PFG 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 		$243K Sell
3,020
-329
-10% -$26.3K 0.01% 725
2026
Q1 		$266K Sell
3,349
-29
-0.9% -$2.27K 0.01% 686
2025
Q4 		$250K Sell
3,378
-729
-18% -$57.5K 0.01% 695
2025
Q3 		$331K Buy
4,107
+515
+14% +$37.3K 0.01% 651
2025
Q2 		$245K Buy
3,592
+85
+2% +$5.89K 0.01% 555
2025
Q1 		$248K Sell
3,507
-1,665
-32% -$113K 0.01% 635
2024
Q4 		$349K Buy
+5,172
New +$347K 0.02% 545

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

PFG Advisors's XEL Position: Q2 2026 in Review

PFG Advisors reduced its Xcel Energy (XEL) stake by 9.8% in Q2 2026, selling an estimated $26.3K and leaving 3,020 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #725.

PFG Advisors first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $349K in Q4 2024. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • PFG Advisors held 3,020 shares of Xcel Energy worth $243K as of Q2 2026.
  • PFG Advisors sold 329 Xcel Energy shares in Q2 2026, an estimated $26.3K.
  • Xcel Energy made up 0.01% of PFG Advisors's portfolio in Q2 2026, its #725 holding.
  • PFG Advisors first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
  • PFG Advisors's Xcel Energy position peaked at $349K in Q4 2024.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.