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Planning Strategies’s Xcel Energy XEL Stock Holding History

Planning Strategies’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 		$2.17K Buy
+27
New +$2.15K ﹤0.01% 570

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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Planning Strategies's XEL Position: Q2 2026 in Review

Planning Strategies opened a new position in Xcel Energy (XEL) in Q2 2026: 27 shares worth $2.17K. The stake represents ﹤0.01% of the portfolio and ranks #570 among its holdings.

1,233 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Planning Strategies held 27 shares of Xcel Energy worth $2.17K as of Q2 2026.
  • Xcel Energy was a new Planning Strategies position in Q2 2026.
  • Xcel Energy made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #570 holding.
  • 1,233 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.