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PFS Partners’s Xcel Energy XEL Stock Holding History

PFS Partners’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 		$13.5K Buy
168
+1
+0.6% +$80 0.01% 348
2026
Q1 		$13.2K Buy
167
+2
+1% +$157 0.01% 323
2025
Q4 		$12.2K Buy
165
+1
+0.6% +$79 0.01% 333
2025
Q3 		$13.3K Buy
164
+1
+0.6% +$72 0.01% 311
2025
Q2 		$11.1K Buy
+163
New +$11.3K 0.01% 298

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

PFS Partners's XEL Position: Q2 2026 in Review

PFS Partners increased its Xcel Energy (XEL) stake by 0.6% in Q2 2026, buying an estimated $80 and bringing the position to 168 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #348.

PFS Partners first reported a position in XEL in Q2 2025 and has held it in 5 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • PFS Partners held 168 shares of Xcel Energy worth $13.5K as of Q2 2026.
  • PFS Partners bought 1 Xcel Energy share in Q2 2026, an estimated $80.
  • Xcel Energy made up 0.01% of PFS Partners's portfolio in Q2 2026, its #348 holding.
  • PFS Partners first reported a position in Xcel Energy in Q2 2025 and has held it in 5 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.