Poinciana Advisors Group’s Xcel Energy XEL Stock Holding History

Poinciana Advisors Group’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	$363K	Hold	4,524	–	–	0.27%	62
2026 Q1	$359K	Hold	4,524	–	–	0.28%	61
2025 Q4	$334K	Hold	4,524	–	–	0.26%	67
2025 Q3	$365K	Hold	4,524	–	–	0.31%	55
2025 Q2	$308K	Hold	4,524	–	–	0.28%	72
2025 Q1	$320K	Hold	4,524	–	–	0.33%	51
2024 Q4	$305K	Buy	+4,524	New	+$303K	0.31%	54

Other funds holding XEL

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

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Poinciana Advisors Group's XEL Position: Q2 2026 in Review

Poinciana Advisors Group held its Xcel Energy (XEL) position steady in Q2 2026 at 4,524 shares worth $363K. The position accounts for 0.27% of the portfolio, ranked #62.

Poinciana Advisors Group first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $365K in Q3 2025. 745 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Poinciana Advisors Group held 4,524 shares of Xcel Energy worth $363K as of Q2 2026.
Poinciana Advisors Group left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.27% of Poinciana Advisors Group's portfolio in Q2 2026, its #62 holding.
Poinciana Advisors Group first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
Poinciana Advisors Group's Xcel Energy position peaked at $365K in Q3 2025.
745 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.