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Scissortail Wealth Management’s Xcel Energy XEL Stock Holding History

Scissortail 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 		– Sell
-3,449
Closed -$274K – 126
2026
Q1 		$274K Hold
3,449
– – 0.06% 102
2025
Q4 		$255K Sell
3,449
-200
-5% -$15.8K 0.06% 96
2025
Q3 		$294K Sell
3,649
-8
-0.2% -$579 0.06% 93
2025
Q2 		$249K Buy
3,657
+8
+0.2% +$555 0.06% 104
2025
Q1 		$258K Hold
3,649
– – 0.07% 95
2024
Q4 		$246K Buy
3,649
+3,645
+91,125% +$244K 0.06% 109
2024
Q3 		$247K Sell
4
-3,745
-100% -$222K 0.06% 113
2024
Q2 		$200K Hold
3,749
– – 0.05% 121
2024
Q1 		$202K Sell
3,749
-11,058
-75% -$631K 0.05% 111
2023
Q4 		$883K Buy
14,807
+10,958
+285% +$657K 0.28% 73
2023
Q3 		$224K Buy
+3,849
New +$231K 0.18% 44
2023
Q2 		– Sell
-3,849
Closed -$260K – 51
2023
Q1 		$260K Sell
3,849
-11,171
-74% -$754K 0.23% 42
2022
Q4 		$1.03M Buy
15,020
+11,171
+290% +$743K 0.6% 38
2022
Q3 		$251K Buy
+3,849
New +$280K 0.13% 76
2022
Q2 		– Sell
-3,849
Closed -$296K – 144
2022
Q1 		$296K Buy
+3,849
New +$264K 0.15% 72

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 $3.38T AUM 44.17% 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

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

Scissortail Wealth Management sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 3,449 shares — an estimated $274K sold.

Scissortail Wealth Management first reported a position in XEL in Q1 2022 and held it in 15 quarters. The position peaked at $1.03M in Q4 2022. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Scissortail Wealth Management reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
  • Scissortail Wealth Management sold 3,449 Xcel Energy shares in Q2 2026, an estimated $274K.
  • Scissortail Wealth Management first reported a position in Xcel Energy in Q1 2022 and held it in 15 quarters.
  • Scissortail Wealth Management's Xcel Energy position peaked at $1.03M in Q4 2022.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Scissortail Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.