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Spire Wealth Management’s Xcel Energy XEL Stock Holding History

Spire 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 		$483K Buy
6,010
+131
+2% +$10.5K 0.01% 559
2026
Q1 		$467K Buy
5,879
+242
+4% +$19K 0.02% 557
2025
Q4 		$416K Buy
5,637
+240
+4% +$18.9K 0.01% 584
2025
Q3 		$435K Sell
5,397
-189
-3% -$13.7K 0.01% 565
2025
Q2 		$380K Sell
5,586
-1,554
-22% -$108K 0.01% 574
2025
Q1 		$505K Buy
7,140
+273
+4% +$18.6K 0.02% 557
2024
Q4 		$464K Buy
6,867
+185
+3% +$12.4K 0.01% 563
2024
Q3 		$436K Sell
6,682
-3
-0% -$178 0.01% 555
2024
Q2 		$357K Buy
6,685
+899
+16% +$48.9K 0.01% 565
2024
Q1 		$311K Sell
5,786
-546
-9% -$31.2K 0.01% 654
2023
Q4 		$377K Sell
6,332
-610
-9% -$36.6K 0.01% 586
2023
Q3 		$397K Buy
6,942
+49
+0.7% +$2.94K 0.02% 524
2023
Q2 		$429K Sell
6,893
-344
-5% -$23K 0.02% 528
2023
Q1 		$488K Sell
7,237
-43,128
-86% -$2.91M 0.02% 498
2022
Q4 		$3.53M Sell
50,365
-810
-2% -$53.9K 0.2% 112
2022
Q3 		$3.27M Sell
51,175
-21,623
-30% -$1.57M 0.2% 107
2022
Q2 		$5.15M Buy
72,798
+66,523
+1,060% +$4.84M 0.21% 120
2022
Q1 		$453K Sell
6,275
-69
-1% -$4.74K 0.01% 606
2021
Q4 		$429K Buy
6,344
+203
+3% +$13.2K 0.01% 751
2021
Q3 		$384K Sell
6,141
-40
-0.6% -$2.7K 0.01% 679
2021
Q2 		$407K Sell
6,181
-217
-3% -$15.1K 0.01% 677
2021
Q1 		$426K Buy
+6,398
New +$404K 0.01% 720

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

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

Spire Wealth Management increased its Xcel Energy (XEL) stake by 2.2% in Q2 2026, buying an estimated $10.5K and bringing the position to 6,010 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #559.

Spire Wealth Management first reported a position in XEL in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.15M in Q2 2022. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Spire Wealth Management held 6,010 shares of Xcel Energy worth $483K as of Q2 2026.
  • Spire Wealth Management bought 131 Xcel Energy shares in Q2 2026, an estimated $10.5K.
  • Xcel Energy made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #559 holding.
  • Spire Wealth Management first reported a position in Xcel Energy in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Xcel Energy position peaked at $5.15M in Q2 2022.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.