PCG
XEL icon

Prosperity Consulting Group’s Xcel Energy XEL Stock Holding History

Prosperity Consulting 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 		$1.14M Buy
14,211
+3,268
+30% +$261K 0.04% 244
2026
Q1 		$869K Buy
10,943
+436
+4% +$34.2K 0.04% 267
2025
Q4 		$776K Buy
10,507
+34
+0.3% +$2.68K 0.03% 284
2025
Q3 		$845K Buy
10,473
+222
+2% +$16.1K 0.04% 273
2025
Q2 		$698K Buy
10,251
+8
+0.1% +$555 0.05% 269
2025
Q1 		$725K Sell
10,243
-62
-0.6% -$4.22K 0.06% 257
2024
Q4 		$696K Buy
10,305
+4,929
+92% +$331K 0.05% 268
2024
Q3 		$351K Buy
+5,376
New +$319K 0.03% 352

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

Prosperity Consulting Group's XEL Position: Q2 2026 in Review

Prosperity Consulting Group increased its Xcel Energy (XEL) stake by 30% in Q2 2026, buying an estimated $261K and bringing the position to 14,211 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #244.

Prosperity Consulting Group first reported a position in XEL in Q3 2024 and has held it in 8 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Prosperity Consulting Group held 14,211 shares of Xcel Energy worth $1.14M as of Q2 2026.
  • Prosperity Consulting Group bought 3,268 Xcel Energy shares in Q2 2026, an estimated $261K.
  • Xcel Energy made up 0.04% of Prosperity Consulting Group's portfolio in Q2 2026, its #244 holding.
  • Prosperity Consulting Group first reported a position in Xcel Energy in Q3 2024 and has held it in 8 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.