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Quotient Wealth Partners’s Xcel Energy XEL Stock Holding History

Quotient Wealth Partners’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 		$2.23M Buy
27,768
+140
+0.5% +$11.2K 0.05% 87
2026
Q1 		$2.19M Buy
27,628
+2,674
+11% +$210K 0.06% 80
2025
Q4 		$1.84M Buy
24,954
+4
+0% +$315 0.05% 88
2025
Q3 		$2.01M Buy
24,950
+50
+0.2% +$3.62K 0.06% 83
2025
Q2 		$1.7M Sell
24,900
-362
-1% -$25.1K 0.05% 85
2025
Q1 		$1.79M Sell
25,262
-106
-0.4% -$7.22K 0.06% 77
2024
Q4 		$1.71M Buy
25,368
+991
+4% +$66.5K 0.06% 73
2024
Q3 		$1.59M Buy
24,377
+435
+2% +$25.8K 0.05% 73
2024
Q2 		$1.28M Sell
23,942
-1,962
-8% -$107K 0.04% 87
2024
Q1 		$1.39M Buy
25,904
+3,737
+17% +$213K 0.05% 95
2023
Q4 		$1.37M Buy
+22,167
New +$1.33M 0.05% 98

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

Quotient Wealth Partners's XEL Position: Q2 2026 in Review

Quotient Wealth Partners increased its Xcel Energy (XEL) stake by 0.51% in Q2 2026, buying an estimated $11.2K and bringing the position to 27,768 shares worth $2.23M. The position accounts for 0.05% of the portfolio, ranked #87.

Quotient Wealth Partners first reported a position in XEL in Q4 2023 and has held it in 11 quarters since. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Quotient Wealth Partners held 27,768 shares of Xcel Energy worth $2.23M as of Q2 2026.
  • Quotient Wealth Partners bought 140 Xcel Energy shares in Q2 2026, an estimated $11.2K.
  • Xcel Energy made up 0.05% of Quotient Wealth Partners's portfolio in Q2 2026, its #87 holding.
  • Quotient Wealth Partners first reported a position in Xcel Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.