Quantum Financial Advisors’s Xcel Energy XEL Stock Holding History

Quantum Financial Advisors’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	$219K	Hold	2,729	–	–	0.02%	235
2026 Q1	$217K	Sell	2,729 -67	-2%	-$5.25K	0.02%	215
2025 Q4	$207K	Buy	2,796 +69	+3%	+$5.44K	0.02%	213
2025 Q3	$220K	Buy	+2,727	New	+$197K	0.03%	178
2024 Q3	–	Sell	-4,937	Closed	-$264K	–	196
2024 Q2	$264K	Sell	4,937 -108	-2%	-$5.88K	0.05%	131
2024 Q1	$271K	Buy	5,045 +519	+11%	+$29.6K	0.05%	129
2023 Q4	$280K	Buy	4,526 +84	+2%	+$5.04K	0.07%	84
2023 Q3	$254K	Hold	4,442	–	–	0.07%	89
2023 Q2	$276K	Hold	4,442	–	–	0.08%	67
2023 Q1	$300K	Hold	4,442	–	–	0.09%	64
2022 Q4	$311K	Sell	4,442 -21	-0.5%	-$1.4K	0.14%	53
2022 Q3	$286K	Buy	4,463 +1	+0%	+$73	0.13%	51
2022 Q2	$335K	Buy	+4,462	New	+$325K	0.13%	52

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

Quantum Financial Advisors's XEL Position: Q2 2026 in Review

Quantum Financial Advisors held its Xcel Energy (XEL) position steady in Q2 2026 at 2,729 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #235.

Quantum Financial Advisors first reported a position in XEL in Q2 2022 and has held it in 13 quarters since. The position peaked at $335K in Q2 2022. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Quantum Financial Advisors held 2,729 shares of Xcel Energy worth $219K as of Q2 2026.
Quantum Financial Advisors left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.02% of Quantum Financial Advisors's portfolio in Q2 2026, its #235 holding.
Quantum Financial Advisors first reported a position in Xcel Energy in Q2 2022 and has held it in 13 quarters since.
Quantum Financial Advisors's Xcel Energy position peaked at $335K in Q2 2022.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.