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Purpose Unlimited Inc’s Xcel Energy XEL Stock Holding History

Purpose Unlimited Inc’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 		$265K Buy
3,296
+164
+5% +$13.1K 0.01% 228
2026
Q1 		$249K Buy
3,132
+450
+17% +$35.3K 0.01% 220
2025
Q4 		$198K Buy
+2,682
New +$212K 0.01% 186

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 $3.38T AUM 44.17% 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

Purpose Unlimited Inc's XEL Position: Q2 2026 in Review

Purpose Unlimited Inc increased its Xcel Energy (XEL) stake by 5.2% in Q2 2026, buying an estimated $13.1K and bringing the position to 3,296 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #228.

Purpose Unlimited Inc first reported a position in XEL in Q4 2025 and has held it in 3 quarters since. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Purpose Unlimited Inc held 3,296 shares of Xcel Energy worth $265K as of Q2 2026.
  • Purpose Unlimited Inc bought 164 Xcel Energy shares in Q2 2026, an estimated $13.1K.
  • Xcel Energy made up 0.01% of Purpose Unlimited Inc's portfolio in Q2 2026, its #228 holding.
  • Purpose Unlimited Inc first reported a position in Xcel Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.