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Rialto Wealth Management’s Xcel Energy XEL Stock Holding History

Rialto Wealth Management’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 		$16.9K Buy
211
+17
+9% +$1.36K ﹤0.01% 456
2026
Q1 		$15.4K Buy
194
+22
+13% +$1.73K ﹤0.01% 418
2025
Q4 		$12.7K Hold
172
– – ﹤0.01% 421
2025
Q3 		$13.9K Buy
172
+2
+1% +$145 ﹤0.01% 390
2025
Q2 		$11.6K Buy
170
+13
+8% +$902 ﹤0.01% 406
2025
Q1 		$11.1K Buy
157
+7
+5% +$477 ﹤0.01% 399
2024
Q4 		$10.1K Buy
+150
New +$10.1K ﹤0.01% 391

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

Rialto Wealth Management's XEL Position: Q2 2026 in Review

Rialto Wealth Management increased its Xcel Energy (XEL) stake by 8.8% in Q2 2026, buying an estimated $1.36K and bringing the position to 211 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Rialto Wealth Management first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Rialto Wealth Management held 211 shares of Xcel Energy worth $16.9K as of Q2 2026.
  • Rialto Wealth Management bought 17 Xcel Energy shares in Q2 2026, an estimated $1.36K.
  • Xcel Energy made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #456 holding.
  • Rialto Wealth Management first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.