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Significant Wealth Partners’s Xcel Energy XEL Stock Holding History

Significant Wealth Partners’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 		$232K Buy
2,887
+75
+3% +$5.99K 0.25% 89
2026
Q1 		$223K Buy
2,812
+49
+2% +$3.84K 0.28% 92
2025
Q4 		$204K Sell
2,763
-3,525
-56% -$278K 0.23% 60
2025
Q3 		$507K Buy
6,288
+868
+16% +$62.8K 0.25% 42
2025
Q2 		$369K Sell
5,420
-294
-5% -$20.4K 0.18% 52
2025
Q1 		$405K Buy
5,714
+833
+17% +$56.7K 0.21% 43
2024
Q4 		$330K Buy
+4,881
New +$327K 0.17% 43

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

Significant Wealth Partners's XEL Position: Q2 2026 in Review

Significant Wealth Partners increased its Xcel Energy (XEL) stake by 2.7% in Q2 2026, buying an estimated $5.99K and bringing the position to 2,887 shares worth $232K. The position accounts for 0.25% of the portfolio, ranked #89.

Significant Wealth Partners first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $507K in Q3 2025. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Significant Wealth Partners held 2,887 shares of Xcel Energy worth $232K as of Q2 2026.
  • Significant Wealth Partners bought 75 Xcel Energy shares in Q2 2026, an estimated $5.99K.
  • Xcel Energy made up 0.25% of Significant Wealth Partners's portfolio in Q2 2026, its #89 holding.
  • Significant Wealth Partners first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
  • Significant Wealth Partners's Xcel Energy position peaked at $507K in Q3 2025.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.