RIA Advisory Group’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
$1.52M Buy
18,892
+2,789
+17% +$223K 0.33% 46
2026
Q1
$1.28M Buy
16,103
+342
+2% +$26.8K 0.3% 51
2025
Q4
$1.16M Buy
15,761
+4,699
+42% +$371K 0.28% 56
2025
Q3
$892K Buy
11,062
+6,293
+132% +$455K 0.23% 64
2025
Q2
$325K Buy
+4,769
New +$331K 0.1% 93
2024
Q1
Sell
-4,864
Closed -$494K 220
2023
Q4
$494K Buy
+4,864
New +$292K 0.21% 61

Other funds holding XEL

RIA Advisory Group's XEL Position: Q2 2026 in Review

RIA Advisory Group increased its Xcel Energy (XEL) stake by 17% in Q2 2026, buying an estimated $223K and bringing the position to 18,892 shares worth $1.52M. The position accounts for 0.33% of the portfolio, ranked #46.

RIA Advisory Group first reported a position in XEL in Q4 2023 and has held it in 6 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • RIA Advisory Group held 18,892 shares of Xcel Energy worth $1.52M as of Q2 2026.
  • RIA Advisory Group bought 2,789 Xcel Energy shares in Q2 2026, an estimated $223K.
  • Xcel Energy made up 0.33% of RIA Advisory Group's portfolio in Q2 2026, its #46 holding.
  • RIA Advisory Group first reported a position in Xcel Energy in Q4 2023 and has held it in 6 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.