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Price Financial Group Wealth Management’s Xcel Energy XEL Stock Holding History

Price Financial Group Wealth Management’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 		$219K Hold
2,689
– – 3.64% 15
2026
Q1 		$216K Sell
2,689
-8
-0.3% -$627 3.57% 11
2025
Q4 		$207K Buy
+2,697
New +$213K 6.55% 10

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

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

Price Financial Group Wealth Management held its Xcel Energy (XEL) position steady in Q2 2026 at 2,689 shares worth $219K. The position accounts for 3.64% of the portfolio, ranked #15.

Price Financial Group Wealth Management first reported a position in XEL in Q4 2025 and has held it in 3 quarters since. 1,279 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Price Financial Group Wealth Management held 2,689 shares of Xcel Energy worth $219K as of Q2 2026.
  • Price Financial Group Wealth Management left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 3.64% of Price Financial Group Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Price Financial Group Wealth Management first reported a position in Xcel Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Price Financial Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.