RFS
XEL icon

Richardson Financial Services’s Xcel Energy XEL Stock Holding History

Richardson Financial Services’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 		$108K Sell
1,345
-50
-4% -$3.99K 0.06% 228
2026
Q1 		$111K Buy
1,395
+35
+3% +$2.75K 0.07% 215
2025
Q4 		$100K Buy
1,360
+270
+25% +$21.3K 0.03% 229
2025
Q3 		$87.9K Sell
1,090
-70
-6% -$5.06K 0.05% 219
2025
Q2 		$79.7K Hold
1,160
– – 0.05% 215
2025
Q1 		$82.1K Sell
1,160
-50
-4% -$3.4K 0.06% 199
2024
Q4 		$81.8K Buy
1,210
+835
+223% +$56K 0.06% 207
2024
Q3 		$20K Hold
375
– – 0.01% 346
2024
Q2 		$20K Buy
+375
New +$20.4K 0.01% 327

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

Richardson Financial Services's XEL Position: Q2 2026 in Review

Richardson Financial Services reduced its Xcel Energy (XEL) stake by 3.6% in Q2 2026, selling an estimated $3.99K and leaving 1,345 shares worth $108K. The position accounts for 0.06% of the portfolio, ranked #228.

Richardson Financial Services first reported a position in XEL in Q2 2024 and has held it in 9 quarters since. The position peaked at $111K in Q1 2026. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Richardson Financial Services held 1,345 shares of Xcel Energy worth $108K as of Q2 2026.
  • Richardson Financial Services sold 50 Xcel Energy shares in Q2 2026, an estimated $3.99K.
  • Xcel Energy made up 0.06% of Richardson Financial Services's portfolio in Q2 2026, its #228 holding.
  • Richardson Financial Services first reported a position in Xcel Energy in Q2 2024 and has held it in 9 quarters since.
  • Richardson Financial Services's Xcel Energy position peaked at $111K in Q1 2026.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.