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Premier Path Wealth Partners’s Xcel Energy XEL Stock Holding History

Premier Path Wealth Partners’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 		$284K Sell
3,532
-351
-9% -$28K 0.03% 367
2026
Q1 		$308K Buy
3,883
+263
+7% +$20.6K 0.04% 343
2025
Q4 		$267K Buy
3,620
+192
+6% +$15.1K 0.03% 344
2025
Q3 		$276K Buy
3,428
+364
+12% +$26.3K 0.04% 344
2025
Q2 		$209K Buy
3,064
+7
+0.2% +$485 0.03% 375
2025
Q1 		$216K Sell
3,057
-738
-19% -$50.2K 0.03% 355
2024
Q4 		$256K Buy
+3,795
New +$255K 0.04% 328

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

Premier Path Wealth Partners's XEL Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Xcel Energy (XEL) stake by 9% in Q2 2026, selling an estimated $28K and leaving 3,532 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #367.

Premier Path Wealth Partners first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $308K in Q1 2026. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Premier Path Wealth Partners held 3,532 shares of Xcel Energy worth $284K as of Q2 2026.
  • Premier Path Wealth Partners sold 351 Xcel Energy shares in Q2 2026, an estimated $28K.
  • Xcel Energy made up 0.03% of Premier Path Wealth Partners's portfolio in Q2 2026, its #367 holding.
  • Premier Path Wealth Partners first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
  • Premier Path Wealth Partners's Xcel Energy position peaked at $308K in Q1 2026.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.