RWM
XEL icon

RMG Wealth Management’s Xcel Energy XEL Stock Holding History

RMG 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 		$50.9K Hold
648
– – 0.01% 167
2026
Q1 		$52.2K Sell
648
-25
-4% -$1.96K 0.01% 164
2025
Q4 		$50.9K Buy
673
+25
+4% +$1.97K 0.01% 146
2025
Q3 		$52.6K Hold
648
– – 0.01% 137
2025
Q2 		$45.7K Buy
+648
New +$44.9K 0.01% 140

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

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

RMG Wealth Management held its Xcel Energy (XEL) position steady in Q2 2026 at 648 shares worth $50.9K. The position accounts for 0.01% of the portfolio, ranked #167.

RMG Wealth Management first reported a position in XEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $52.6K in Q3 2025. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • RMG Wealth Management held 648 shares of Xcel Energy worth $50.9K as of Q2 2026.
  • RMG Wealth Management left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.01% of RMG Wealth Management's portfolio in Q2 2026, its #167 holding.
  • RMG Wealth Management first reported a position in Xcel Energy in Q2 2025 and has held it in 5 quarters since.
  • RMG Wealth Management's Xcel Energy position peaked at $52.6K in Q3 2025.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

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