Principia Wealth Advisory’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
Other funds holding XEL
Principia Wealth Advisory's XEL Position: Q2 2026 in Review
Principia Wealth Advisory increased its Xcel Energy (XEL) stake by 32% in Q2 2026, buying an estimated $958 and bringing the position to 50 shares worth $4.01K. The position accounts for ﹤0.01% of the portfolio, ranked #410.
Principia Wealth Advisory first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. 1,285 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- Principia Wealth Advisory held 50 shares of Xcel Energy worth $4.01K as of Q2 2026.
- Principia Wealth Advisory bought 12 Xcel Energy shares in Q2 2026, an estimated $958.
- Xcel Energy made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #410 holding.
- Principia Wealth Advisory first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
- 1,285 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.