Riverbend Wealth Management’s Xcel Energy XEL Stock Holding History

Riverbend 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	$216K	Buy	+2,694	New	+$215K	0.11%	165

Other funds holding XEL

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

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

Riverbend Wealth Management opened a new position in Xcel Energy (XEL) in Q2 2026: 2,694 shares worth $216K. The stake represents 0.11% of the portfolio and ranks #165 among its holdings.

542 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Riverbend Wealth Management held 2,694 shares of Xcel Energy worth $216K as of Q2 2026.
Xcel Energy was a new Riverbend Wealth Management position in Q2 2026.
Xcel Energy made up 0.11% of Riverbend Wealth Management's portfolio in Q2 2026, its #165 holding.
542 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.