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POM Investment Strategies’s Xcel Energy XEL Stock Holding History

POM Investment 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 		$4.5K Hold
56
– – 0.01% 204
2026
Q1 		$4.45K Hold
56
– – 0.01% 279
2025
Q4 		$4.14K Buy
+56
New +$4.42K ﹤0.01% 221
2025
Q2 		– Sell
-21
Closed -$1.49K – 234
2025
Q1 		$1.49K Hold
21
– – ﹤0.01% 171
2024
Q4 		$1.42K Hold
21
– – ﹤0.01% 291
2024
Q3 		$1.37K Hold
21
– – ﹤0.01% 247
2024
Q2 		$1.12K Hold
21
– – ﹤0.01% 292
2024
Q1 		$1.13K Hold
21
– – ﹤0.01% 219
2023
Q4 		$1.3K Buy
+21
New +$1.26K ﹤0.01% 205

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

POM Investment Strategies's XEL Position: Q2 2026 in Review

POM Investment Strategies held its Xcel Energy (XEL) position steady in Q2 2026 at 56 shares worth $4.5K. The position accounts for 0.01% of the portfolio, ranked #204.

POM Investment Strategies first reported a position in XEL in Q4 2023 and has held it in 9 quarters since. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • POM Investment Strategies held 56 shares of Xcel Energy worth $4.5K as of Q2 2026.
  • POM Investment Strategies left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.01% of POM Investment Strategies's portfolio in Q2 2026, its #204 holding.
  • POM Investment Strategies first reported a position in Xcel Energy in Q4 2023 and has held it in 9 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.