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

Private 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	$1.37K	Hold	17	–	–	﹤0.01%	1244
2026 Q1	$1.35K	Hold	17	–	–	﹤0.01%	1180
2025 Q4	$1.26K	Sell	17 -61	-78%	-$4.81K	﹤0.01%	1211
2025 Q3	$6.29K	Hold	78	–	–	﹤0.01%	701
2025 Q2	$5.31K	Hold	78	–	–	﹤0.01%	729
2025 Q1	$5.52K	Hold	78	–	–	﹤0.01%	684
2024 Q4	$5.27K	Hold	78	–	–	﹤0.01%	721
2024 Q3	$5.09K	Hold	78	–	–	﹤0.01%	731
2024 Q2	$4.17K	Sell	78 -129	-62%	-$7.02K	﹤0.01%	776
2024 Q1	$11.1K	Sell	207 -59	-22%	-$3.37K	0.01%	381
2023 Q4	$16.5K	Buy	+266	New	+$16K	0.01%	296

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Private Wealth Management Group held its Xcel Energy (XEL) position steady in Q2 2026 at 17 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

Private Wealth Management Group first reported a position in XEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.5K in Q4 2023. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Private Wealth Management Group held 17 shares of Xcel Energy worth $1.37K as of Q2 2026.
Private Wealth Management Group left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1244 holding.
Private Wealth Management Group first reported a position in Xcel Energy in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Xcel Energy position peaked at $16.5K in Q4 2023.
1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.