Plante Moran Financial Advisors’s Xcel Energy XEL Stock Holding History

Plante Moran Financial Advisors’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	$44.2K	Buy	550 +280	+104%	+$22.4K	﹤0.01%	371
2026 Q1	$21.4K	Buy	270 +220	+440%	+$17.3K	﹤0.01%	421
2025 Q4	$3.69K	Buy	50 +17	+52%	+$1.34K	﹤0.01%	675
2025 Q3	$2.66K	Buy	+33	New	+$2.39K	﹤0.01%	657
2023 Q4	–	Sell	-515	Closed	-$29.5K	–	897
2023 Q3	$29.5K	Hold	515	–	–	﹤0.01%	367
2023 Q2	$32K	Sell	515 -18	-3%	-$1.2K	﹤0.01%	366
2023 Q1	$36K	Buy	533 +3	+0.6%	+$202	﹤0.01%	343
2022 Q4	$37.1K	Buy	530 +5	+1%	+$333	0.01%	351
2022 Q3	$34K	Buy	525 +3	+0.6%	+$218	0.01%	365
2022 Q2	$37K	Sell	522 -130	-20%	-$9.46K	0.01%	355
2022 Q1	$47K	Sell	652 -111	-15%	-$7.63K	0.01%	347
2021 Q4	$52K	Buy	763 +311	+69%	+$20.3K	0.01%	354
2021 Q3	$28K	Buy	452 +2	+0.4%	+$135	0.01%	490
2021 Q2	$30K	Buy	450 +3	+0.7%	+$209	0.01%	478
2021 Q1	$30K	Sell	447 -47	-10%	-$2.97K	0.01%	464
2020 Q4	$33K	Buy	494 +53	+12%	+$3.69K	0.01%	430
2020 Q3	$30K	Buy	441 +2	+0.5%	+$136	0.01%	414
2020 Q2	$27K	Buy	439 +21	+5%	+$1.32K	0.01%	381
2020 Q1	$25K	Sell	418 -267	-39%	-$17.4K	0.01%	354
2019 Q4	$44K	Sell	685 -9,728	-93%	-$609K	0.02%	345
2019 Q3	$676K	Buy	10,413 +3	+0%	+$187	0.2%	69
2019 Q2	$619K	Buy	10,410 +3	+0%	+$172	0.19%	68
2019 Q1	$585K	Buy	10,407 +407	+4%	+$21.6K	0.18%	66
2018 Q4	$493K	Hold	10,000	–	–	0.17%	74
2018 Q3	$472K	Sell	10,000 -407	-4%	-$19.2K	0.15%	79
2018 Q2	$475K	Sell	10,407 -182	-2%	-$8.15K	0.24%	75
2018 Q1	$482K	Buy	10,589 +10,056	+1,887%	+$448K	0.26%	76
2017 Q4	$26K	Buy	533 +2	+0.4%	+$99	0.01%	465
2017 Q3	$25K	Buy	531 +3	+0.6%	+$144	0.01%	435
2017 Q2	$24K	Buy	528 +19	+4%	+$875	0.02%	445
2017 Q1	$23K	Sell	509 -183	-26%	-$7.75K	0.01%	457
2016 Q4	$28K	Buy	692 +209	+43%	+$8.36K	0.02%	425
2016 Q3	$20K	Buy	483 +2	+0.4%	+$86	0.01%	494
2016 Q2	$22K	Buy	481 +21	+5%	+$869	0.02%	413
2016 Q1	$19K	Buy	460 +2	+0.4%	+$78	0.01%	392
2015 Q4	$16K	Buy	458 +17	+4%	+$607	0.01%	493
2015 Q3	$16K	Buy	441 +2	+0.5%	+$68	0.01%	419
2015 Q2	$14K	Buy	439 +13	+3%	+$437	0.01%	477
2015 Q1	$15K	Buy	426 +2	+0.5%	+$72	0.01%	455
2014 Q4	$15K	Buy	424 +2	+0.5%	+$67	0.01%	460
2014 Q3	$13K	Sell	422 -19	-4%	-$594	0.01%	490
2014 Q2	$14K	Buy	441 +251	+132%	+$7.78K	0.01%	447
2014 Q1	$6K	Buy	190 +75	+65%	+$2.19K	0.01%	453
2013 Q4	$3K	Hold	115	–	–	﹤0.01%	601
2013 Q3	$3K	Hold	115	–	–	﹤0.01%	531
2013 Q2	$3K	Buy	+115	New	+$3.44K	﹤0.01%	512

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

Plante Moran Financial Advisors's XEL Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Xcel Energy (XEL) stake by 104% in Q2 2026, buying an estimated $22.4K and bringing the position to 550 shares worth $44.2K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Plante Moran Financial Advisors first reported a position in XEL in Q2 2013 and has held it in 46 quarters since. The position peaked at $676K in Q3 2019. 1,285 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Plante Moran Financial Advisors held 550 shares of Xcel Energy worth $44.2K as of Q2 2026.
Plante Moran Financial Advisors bought 280 Xcel Energy shares in Q2 2026, an estimated $22.4K.
Xcel Energy made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #371 holding.
Plante Moran Financial Advisors first reported a position in Xcel Energy in Q2 2013 and has held it in 46 quarters since.
Plante Moran Financial Advisors's Xcel Energy position peaked at $676K in Q3 2019.
1,285 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.