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Richard W. Paul & Associates’s Xcel Energy XEL Stock Holding History

Richard W. Paul & Associates’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 		$9.88K Sell
123
-74
-38% -$5.91K ﹤0.01% 227
2026
Q1 		$15.7K Sell
197
-89
-31% -$6.98K 0.01% 209
2025
Q4 		$21.1K Sell
286
-32
-10% -$2.52K 0.01% 196
2025
Q3 		$25.6K Sell
318
-1
-0.3% -$72 0.01% 194
2025
Q2 		$21.7K Buy
319
+8
+3% +$555 0.01% 215
2025
Q1 		$22K Sell
311
-4
-1% -$272 0.01% 212
2024
Q4 		$21.3K Sell
315
-1
-0.3% -$67 0.01% 253
2024
Q3 		$20.6K Buy
316
+69
+28% +$4.09K 0.01% 252
2024
Q2 		$13.2K Buy
247
+37
+18% +$2.01K 0.01% 287
2024
Q1 		$11.3K Sell
210
-4
-2% -$228 ﹤0.01% 311
2023
Q4 		$13.2K Buy
214
+103
+93% +$6.18K 0.01% 283
2023
Q3 		$6.35K Buy
111
+46
+71% +$2.77K ﹤0.01% 328
2023
Q2 		$4.04K Hold
65
– – ﹤0.01% 378
2023
Q1 		$4.38K Hold
65
– – ﹤0.01% 382
2022
Q4 		$4.56K Buy
+65
New +$4.33K ﹤0.01% 375

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

Richard W. Paul & Associates's XEL Position: Q2 2026 in Review

Richard W. Paul & Associates reduced its Xcel Energy (XEL) stake by 38% in Q2 2026, selling an estimated $5.91K and leaving 123 shares worth $9.88K. The position accounts for ﹤0.01% of the portfolio, ranked #227.

Richard W. Paul & Associates first reported a position in XEL in Q4 2022 and has held it in 15 quarters since. The position peaked at $25.6K in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Richard W. Paul & Associates held 123 shares of Xcel Energy worth $9.88K as of Q2 2026.
  • Richard W. Paul & Associates sold 74 Xcel Energy shares in Q2 2026, an estimated $5.91K.
  • Xcel Energy made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #227 holding.
  • Richard W. Paul & Associates first reported a position in Xcel Energy in Q4 2022 and has held it in 15 quarters since.
  • Richard W. Paul & Associates's Xcel Energy position peaked at $25.6K in Q3 2025.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.