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PFG Investments’s Xcel Energy XEL Stock Holding History

PFG Investments’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 		$203K Buy
+2,522
New +$201K 0.01% 1171
2024
Q3 		– Sell
-7,643
Closed -$408K – 1066
2024
Q2 		$408K Buy
7,643
+1,184
+18% +$64.4K 0.03% 533
2024
Q1 		$347K Buy
6,459
+252
+4% +$14.4K 0.02% 679
2023
Q4 		$384K Sell
6,207
-1,999
-24% -$120K 0.07% 301
2023
Q3 		$470K Buy
+8,206
New +$493K 0.09% 237

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 $3.38T AUM 44.17% 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 Investments's XEL Position: Q2 2026 in Review

PFG Investments opened a new position in Xcel Energy (XEL) in Q2 2026: 2,522 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #1171 among its holdings. This is a return to the name: PFG Investments previously reported a position in XEL as recently as Q2 2024.

PFG Investments first reported a position in XEL in Q3 2023 and has held it in 5 quarters since. The position peaked at $470K in Q3 2023. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • PFG Investments held 2,522 shares of Xcel Energy worth $203K as of Q2 2026.
  • Xcel Energy was a new PFG Investments position in Q2 2026.
  • Xcel Energy made up 0.01% of PFG Investments's portfolio in Q2 2026, its #1171 holding.
  • PFG Investments first reported a position in Xcel Energy in Q3 2023 and has held it in 5 quarters since.
  • PFG Investments's Xcel Energy position peaked at $470K in Q3 2023.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.