Physician Wealth Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
Other funds holding XEL
Physician Wealth Advisors's XEL Position: Q2 2026 in Review
Physician Wealth Advisors reduced its Xcel Energy (XEL) stake by 5.4% in Q2 2026, selling an estimated $1.12K and leaving 243 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #673.
Physician Wealth Advisors first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.4K in Q1 2026. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- Physician Wealth Advisors held 243 shares of Xcel Energy worth $19.5K as of Q2 2026.
- Physician Wealth Advisors sold 14 Xcel Energy shares in Q2 2026, an estimated $1.12K.
- Xcel Energy made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #673 holding.
- Physician Wealth Advisors first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
- Physician Wealth Advisors's Xcel Energy position peaked at $20.4K in Q1 2026.
- 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.