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Retirement Wealth Solutions’s Xcel Energy XEL Stock Holding History

Retirement Wealth Solutions’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 		$964 Buy
12
+1
+9% +$80 ﹤0.01% 656
2026
Q1 		$874 Sell
11
-1
-8% -$78 ﹤0.01% 661
2025
Q4 		$887 Hold
12
– – ﹤0.01% 601
2025
Q3 		$968 Buy
+12
New +$868 ﹤0.01% 568

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

Retirement Wealth Solutions's XEL Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Xcel Energy (XEL) stake by 9.1% in Q2 2026, buying an estimated $80 and bringing the position to 12 shares worth $964. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Retirement Wealth Solutions first reported a position in XEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $968 in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Retirement Wealth Solutions held 12 shares of Xcel Energy worth $964 as of Q2 2026.
  • Retirement Wealth Solutions bought 1 Xcel Energy share in Q2 2026, an estimated $80.
  • Xcel Energy made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #656 holding.
  • Retirement Wealth Solutions first reported a position in Xcel Energy in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Xcel Energy position peaked at $968 in Q3 2025.
  • 1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.