Raffa Wealth Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.23K | Buy |
90
+14
| +18% | +$1.12K | ﹤0.01% | 504 |
|
|
2026
Q1 | $6.04K | Buy |
76
+4
| +6% | +$314 | ﹤0.01% | 490 |
|
|
2025
Q4 | $5.32K | Hold |
72
| – | – | ﹤0.01% | 509 |
|
|
2025
Q3 | $5.81K | Buy |
72
+15
| +26% | +$1.08K | ﹤0.01% | 459 |
|
|
2025
Q2 | $3.88K | Sell |
57
-23
| -29% | -$1.59K | ﹤0.01% | 549 |
|
|
2025
Q1 | $5.66K | Hold |
80
| – | – | ﹤0.01% | 415 |
|
|
2024
Q4 | $5.4K | Buy |
80
+23
| +40% | +$1.54K | ﹤0.01% | 433 |
|
|
2024
Q3 | $3.72K | Hold |
57
| – | – | ﹤0.01% | 479 |
|
|
2024
Q2 | $3.04K | Hold |
57
| – | – | ﹤0.01% | 626 |
|
|
2024
Q1 | $3.06K | Hold |
57
| – | – | ﹤0.01% | 605 |
|
|
2023
Q4 | $3.53K | Hold |
57
| – | – | ﹤0.01% | 464 |
|
|
2023
Q3 | $3.26K | Hold |
57
| – | – | ﹤0.01% | 458 |
|
|
2023
Q2 | $3.54K | Hold |
57
| – | – | ﹤0.01% | 457 |
|
|
2023
Q1 | $3.84K | Hold |
57
| – | – | ﹤0.01% | 446 |
|
|
2022
Q4 | $4K | Hold |
57
| – | – | ﹤0.01% | 431 |
|
|
2022
Q3 | $3.65K | Hold |
57
| – | – | ﹤0.01% | 452 |
|
|
2022
Q2 | $4.03K | Hold |
57
| – | – | ﹤0.01% | 437 |
|
|
2022
Q1 | $4.11K | Hold |
57
| – | – | ﹤0.01% | 454 |
|
|
2021
Q4 | $3.86K | Sell |
57
-393
| -87% | -$25.6K | ﹤0.01% | 493 |
|
|
2021
Q3 | $28.1K | Hold |
450
| – | – | 0.01% | 169 |
|
|
2021
Q2 | $29.6K | Buy |
450
+393
| +689% | +$27.4K | 0.01% | 170 |
|
|
2021
Q1 | $3.79K | Buy |
57
+15
| +36% | +$948 | ﹤0.01% | 466 |
|
|
2020
Q4 | $2.8K | Hold |
42
| – | – | ﹤0.01% | 469 |
|
|
2020
Q3 | $2.9K | Hold |
42
| – | – | ﹤0.01% | 414 |
|
|
2020
Q2 | $2.63K | Hold |
42
| – | – | ﹤0.01% | 422 |
|
|
2020
Q1 | $2.53K | Hold |
42
| – | – | ﹤0.01% | 380 |
|
|
2019
Q4 | $2.67K | Hold |
42
| – | – | ﹤0.01% | 342 |
|
|
2019
Q3 | $2.73K | Buy |
+42
| New | +$2.62K | ﹤0.01% | 340 |
|
|
2019
Q2 | – | Sell |
-42
| Closed | -$2.36K | – | 1412 |
|
|
2019
Q1 | $2.36K | Hold |
42
| – | – | ﹤0.01% | 331 |
|
|
2018
Q4 | $2.07K | Hold |
42
| – | – | ﹤0.01% | 351 |
|
|
2018
Q3 | $1.98K | Hold |
42
| – | – | ﹤0.01% | 395 |
|
|
2018
Q2 | $1.92K | Hold |
42
| – | – | ﹤0.01% | 383 |
|
|
2018
Q1 | $1.91K | Buy |
+42
| New | +$1.87K | ﹤0.01% | 371 |
|
Other funds holding XEL
Raffa Wealth Management's XEL Position: Q2 2026 in Review
Raffa Wealth Management increased its Xcel Energy (XEL) stake by 18% in Q2 2026, buying an estimated $1.12K and bringing the position to 90 shares worth $7.23K. The position accounts for ﹤0.01% of the portfolio, ranked #504.
Raffa Wealth Management first reported a position in XEL in Q1 2018 and has held it in 33 quarters since. The position peaked at $29.6K in Q2 2021. 1,233 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- Raffa Wealth Management held 90 shares of Xcel Energy worth $7.23K as of Q2 2026.
- Raffa Wealth Management bought 14 Xcel Energy shares in Q2 2026, an estimated $1.12K.
- Xcel Energy made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #504 holding.
- Raffa Wealth Management first reported a position in Xcel Energy in Q1 2018 and has held it in 33 quarters since.
- Raffa Wealth Management's Xcel Energy position peaked at $29.6K in Q2 2021.
- 1,233 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.