RDA Financial Network’s Xcel Energy XEL Stock Holding History

RDA Financial Network’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	$336K	Buy	4,185 +25	+0.6%	+$2K	0.07%	208
2026 Q1	$330K	Buy	4,160 +51	+1%	+$4K	0.08%	202
2025 Q4	$303K	Buy	4,109 +51	+1%	+$4.02K	0.07%	212
2025 Q3	$327K	Sell	4,058 -193	-5%	-$14K	0.08%	199
2025 Q2	$290K	Sell	4,251 -498	-10%	-$34.5K	0.08%	210
2025 Q1	$336K	Sell	4,749 -802	-14%	-$54.6K	0.1%	176
2024 Q4	$375K	Sell	5,551 -449	-7%	-$30.1K	0.11%	166
2024 Q3	$392K	Sell	6,000 -750	-11%	-$44.5K	0.12%	161
2024 Q2	$361K	Buy	6,750 +1,353	+25%	+$73.6K	0.12%	161
2024 Q1	$290K	Hold	5,397	–	–	0.1%	185
2023 Q4	$334K	Hold	5,397	–	–	0.13%	162
2023 Q3	$309K	Sell	5,397 -302	-5%	-$18.2K	0.13%	162
2023 Q2	$354K	Buy	5,699 +41	+0.7%	+$2.74K	0.15%	144
2023 Q1	$382K	Sell	5,658 -49	-0.9%	-$3.31K	0.17%	127
2022 Q4	$400K	Sell	5,707 -72	-1%	-$4.79K	0.2%	117
2022 Q3	$370K	Hold	5,779	–	–	0.2%	120
2022 Q2	$409K	Hold	5,779	–	–	0.21%	119
2022 Q1	$417K	Sell	5,779 -292	-5%	-$20.1K	0.18%	129
2021 Q4	$411K	Hold	6,071	–	–	0.17%	139
2021 Q3	$379K	Hold	6,071	–	–	0.17%	140
2021 Q2	$400K	Hold	6,071	–	–	0.18%	133
2021 Q1	$404K	Sell	6,071 -98	-2%	-$6.2K	0.17%	140
2020 Q4	$411K	Buy	6,169 +712	+13%	+$49.6K	0.19%	129
2020 Q3	$377K	Buy	5,457 +456	+9%	+$31.1K	0.17%	127
2020 Q2	$313K	Hold	5,001	–	–	0.16%	142
2020 Q1	$302K	Sell	5,001 -450	-8%	-$29.3K	0.18%	122
2019 Q4	$368K	Hold	5,451	–	–	0.15%	154
2019 Q3	$334K	Buy	5,451 +105	+2%	+$6.54K	0.14%	154
2019 Q2	$325K	Hold	5,346	–	–	0.15%	155
2019 Q1	$298K	Buy	+5,346	New	+$284K	0.14%	160

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

RDA Financial Network's XEL Position: Q2 2026 in Review

RDA Financial Network increased its Xcel Energy (XEL) stake by 0.6% in Q2 2026, buying an estimated $2K and bringing the position to 4,185 shares worth $336K. The position accounts for 0.07% of the portfolio, ranked #208.

RDA Financial Network first reported a position in XEL in Q1 2019 and has held it in 30 quarters since. The position peaked at $417K in Q1 2022. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

RDA Financial Network held 4,185 shares of Xcel Energy worth $336K as of Q2 2026.
RDA Financial Network bought 25 Xcel Energy shares in Q2 2026, an estimated $2K.
Xcel Energy made up 0.07% of RDA Financial Network's portfolio in Q2 2026, its #208 holding.
RDA Financial Network first reported a position in Xcel Energy in Q1 2019 and has held it in 30 quarters since.
RDA Financial Network's Xcel Energy position peaked at $417K in Q1 2022.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.