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Prospera Financial Services’s Xcel Energy XEL Stock Holding History

Prospera Financial Services’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 		$633K Sell
7,878
-148
-2% -$11.8K 0.01% 951
2026
Q1 		$638K Sell
8,026
-213
-3% -$16.7K 0.01% 902
2025
Q4 		$609K Sell
8,239
-99
-1% -$7.81K 0.01% 862
2025
Q3 		$673K Buy
8,338
+1,296
+18% +$93.8K 0.01% 830
2025
Q2 		$480K Sell
7,042
-928
-12% -$64.4K 0.01% 923
2025
Q1 		$564K Sell
7,970
-5,768
-42% -$393K 0.01% 735
2024
Q4 		$928K Buy
13,738
+764
+6% +$51.2K 0.02% 566
2024
Q3 		$847K Buy
12,974
+946
+8% +$56.1K 0.02% 544
2024
Q2 		$643K Buy
12,028
+945
+9% +$51.4K 0.02% 623
2024
Q1 		$596K Sell
11,083
-6,228
-36% -$356K 0.02% 647
2023
Q4 		$1.07M Buy
17,311
+7,525
+77% +$451K 0.04% 452
2023
Q3 		$560K Buy
9,786
+586
+6% +$35.2K 0.02% 576
2023
Q2 		$572K Sell
9,200
-278
-3% -$18.6K 0.02% 576
2023
Q1 		$639K Sell
9,478
-1,674
-15% -$113K 0.03% 539
2022
Q4 		$782K Sell
11,152
-1,664
-13% -$111K 0.04% 418
2022
Q3 		$820K Buy
12,816
+1,507
+13% +$110K 0.04% 405
2022
Q2 		$800K Buy
11,309
+1,888
+20% +$137K 0.04% 415
2022
Q1 		$680K Buy
9,421
+146
+2% +$10K 0.03% 511
2021
Q4 		$628K Sell
9,275
-104
-1% -$6.78K 0.03% 507
2021
Q3 		$586K Sell
9,379
-30
-0.3% -$2.03K 0.03% 490
2021
Q2 		$619K Sell
9,409
-4,133
-31% -$288K 0.03% 473
2021
Q1 		$901K Sell
13,542
-1,059
-7% -$66.9K 0.05% 362
2020
Q4 		$973K Buy
14,601
+11,843
+429% +$825K 0.07% 301
2020
Q3 		$190K Sell
2,758
-6,074
-69% -$414K 0.07% 245
2020
Q2 		$552K Buy
8,832
+71
+0.8% +$4.47K 0.05% 334
2020
Q1 		$528K Sell
8,761
-1,300
-13% -$84.7K 0.06% 293
2019
Q4 		$639K Buy
10,061
+6,098
+154% +$381K 0.05% 331
2019
Q3 		$257K Sell
3,963
-2,421
-38% -$151K 0.03% 465
2019
Q2 		$383K Buy
+6,384
New +$367K 0.04% 347

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

Prospera Financial Services's XEL Position: Q2 2026 in Review

Prospera Financial Services reduced its Xcel Energy (XEL) stake by 1.8% in Q2 2026, selling an estimated $11.8K and leaving 7,878 shares worth $633K. The position accounts for 0.01% of the portfolio, ranked #951.

Prospera Financial Services first reported a position in XEL in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.07M in Q4 2023. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Prospera Financial Services held 7,878 shares of Xcel Energy worth $633K as of Q2 2026.
  • Prospera Financial Services sold 148 Xcel Energy shares in Q2 2026, an estimated $11.8K.
  • Xcel Energy made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #951 holding.
  • Prospera Financial Services first reported a position in Xcel Energy in Q2 2019 and has held it in 29 quarters since.
  • Prospera Financial Services's Xcel Energy position peaked at $1.07M in Q4 2023.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.