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Prestige Wealth Management Group’s Xcel Energy XEL Stock Holding History

Prestige Wealth Management 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 		$50.8K Hold
631
– – 0.01% 265
2026
Q1 		$50.3K Hold
631
– – 0.01% 256
2025
Q4 		$47K Hold
631
– – 0.01% 260
2025
Q3 		$51.3K Hold
631
– – 0.01% 262
2025
Q2 		$43.4K Hold
631
– – 0.01% 270
2025
Q1 		$45.1K Hold
631
– – 0.01% 264
2024
Q4 		$42.6K Hold
631
– – 0.01% 275
2024
Q3 		$41.6K Sell
631
-8
-1% -$475 0.01% 266
2024
Q2 		$34.5K Sell
639
-275
-30% -$15K 0.01% 261
2024
Q1 		$49.7K Sell
914
-218
-19% -$12.4K 0.01% 255
2023
Q4 		$70.7K Sell
1,132
-48
-4% -$2.88K 0.02% 215
2023
Q3 		$68.2K Buy
1,180
+158
+15% +$9.5K 0.02% 214
2023
Q2 		$64.1K Sell
1,022
-2,274
-69% -$152K 0.02% 245
2023
Q1 		$224K Buy
3,296
+298
+10% +$20.1K 0.06% 143
2022
Q4 		$212K Buy
2,998
+197
+7% +$13.1K 0.06% 133
2022
Q3 		$181K Sell
2,801
-18
-0.6% -$1.31K 0.05% 143
2022
Q2 		$201K Buy
2,819
+461
+20% +$33.5K 0.05% 134
2022
Q1 		$170K Buy
2,358
+76
+3% +$5.22K 0.04% 149
2021
Q4 		$155K Buy
2,282
+129
+6% +$8.41K 0.04% 160
2021
Q3 		$134K Buy
2,153
+336
+18% +$22.7K 0.03% 168
2021
Q2 		$120K Buy
1,817
+89
+5% +$6.2K 0.03% 172
2021
Q1 		$115K Buy
1,728
+3
+0.2% +$190 0.03% 171
2020
Q4 		$115K Sell
1,725
-489
-22% -$34.1K 0.03% 162
2020
Q3 		$153K Buy
2,214
+250
+13% +$17.1K 0.05% 135
2020
Q2 		$122K Buy
1,964
+919
+88% +$57.9K 0.04% 139
2020
Q1 		$63K Buy
1,045
+580
+125% +$37.8K 0.03% 155
2019
Q4 		$30K Sell
465
-80
-15% -$5K 0.02% 248
2019
Q3 		$35K Buy
545
+86
+19% +$5.36K 0.02% 225
2019
Q2 		$27K Hold
459
– – 0.02% 238
2019
Q1 		$26K Sell
459
-180
-28% -$9.57K 0.02% 246
2018
Q4 		$32K Buy
+639
New +$32K 0.02% 241

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

Prestige Wealth Management Group's XEL Position: Q2 2026 in Review

Prestige Wealth Management Group held its Xcel Energy (XEL) position steady in Q2 2026 at 631 shares worth $50.8K. The position accounts for 0.01% of the portfolio, ranked #265.

Prestige Wealth Management Group first reported a position in XEL in Q4 2018 and has held it in 31 quarters since. The position peaked at $224K in Q1 2023. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Prestige Wealth Management Group held 631 shares of Xcel Energy worth $50.8K as of Q2 2026.
  • Prestige Wealth Management Group left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #265 holding.
  • Prestige Wealth Management Group first reported a position in Xcel Energy in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's Xcel Energy position peaked at $224K in Q1 2023.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.