QWM
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Quaker Wealth Management’s Xcel Energy XEL Stock Holding History

Quaker Wealth Management’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 		$723 Hold
9
– – ﹤0.01% 653
2026
Q1 		$715 Sell
9
-2
-18% -$157 ﹤0.01% 614
2025
Q4 		$813 Buy
11
+4
+57% +$315 ﹤0.01% 579
2025
Q3 		$565 Hold
7
– – ﹤0.01% 572
2025
Q2 		$477 Buy
+7
New +$485 ﹤0.01% 626

Other funds holding XEL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Quaker Wealth Management's XEL Position: Q2 2026 in Review

Quaker Wealth Management held its Xcel Energy (XEL) position steady in Q2 2026 at 9 shares worth $723. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Quaker Wealth Management first reported a position in XEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $813 in Q4 2025. 353 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Quaker Wealth Management held 9 shares of Xcel Energy worth $723 as of Q2 2026.
  • Quaker Wealth Management left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #653 holding.
  • Quaker Wealth Management first reported a position in Xcel Energy in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's Xcel Energy position peaked at $813 in Q4 2025.
  • 353 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.