Pinnacle Wealth Planning Services’s Xcel Energy XEL Stock Holding History

Pinnacle Wealth Planning Services’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	$165K	Buy	2,060 +33	+2%	+$2.63K	0.02%	614
2026 Q1	$161K	Buy	2,027 +37	+2%	+$2.9K	0.02%	560
2025 Q4	$147K	Buy	+1,990	New	+$157K	0.02%	597
2023 Q2	–	Sell	-3,435	Closed	-$232K	–	515
2023 Q1	$232K	Buy	3,435 +59	+2%	+$3.98K	0.04%	333
2022 Q4	$237K	Buy	+3,376	New	+$225K	0.04%	314
2021 Q1	–	Sell	-1,458	Closed	-$97K	–	1982
2020 Q4	$97K	Buy	+1,458	New	+$102K	0.02%	482

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pinnacle Wealth Planning Services's XEL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Xcel Energy (XEL) stake by 1.6% in Q2 2026, buying an estimated $2.63K and bringing the position to 2,060 shares worth $165K. The position accounts for 0.02% of the portfolio, ranked #614.

Pinnacle Wealth Planning Services first reported a position in XEL in Q4 2020 and has held it in 6 quarters since. The position peaked at $237K in Q4 2022. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Pinnacle Wealth Planning Services held 2,060 shares of Xcel Energy worth $165K as of Q2 2026.
Pinnacle Wealth Planning Services bought 33 Xcel Energy shares in Q2 2026, an estimated $2.63K.
Xcel Energy made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #614 holding.
Pinnacle Wealth Planning Services first reported a position in Xcel Energy in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Xcel Energy position peaked at $237K in Q4 2022.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.