Strategic Wealth Partners’s Xcel Energy XEL Stock Holding History

Strategic 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	$31.9K	Hold	397	–	–	﹤0.01%	636
2026 Q1	$31.5K	Buy	397 +25	+7%	+$1.96K	﹤0.01%	608
2025 Q4	$27.5K	Hold	372	–	–	﹤0.01%	632
2025 Q3	$30K	Hold	372	–	–	﹤0.01%	651
2025 Q2	$25.3K	Buy	+372	New	+$25.8K	﹤0.01%	610
2019 Q4	–	Sell	-199	Closed	-$12	–	516
2019 Q3	$12	Hold	199	–	–	﹤0.01%	493
2019 Q2	$11K	Hold	199	–	–	0.01%	482
2019 Q1	$11K	Sell	199 -146	-42%	-$7.77K	0.01%	486
2018 Q4	$18K	Sell	345 -91	-21%	-$4.56K	0.01%	364
2018 Q3	$21K	Hold	436	–	–	0.01%	323
2018 Q2	$20K	Sell	436 -376	-46%	-$16.8K	0.01%	400
2018 Q1	$37K	Sell	812 -1,995	-71%	-$88.9K	0.02%	276
2017 Q4	$142K	Buy	+2,807	New	+$139K	0.08%	161

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Strategic Wealth Partners held its Xcel Energy (XEL) position steady in Q2 2026 at 397 shares worth $31.9K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Strategic Wealth Partners first reported a position in XEL in Q4 2017 and has held it in 13 quarters since. The position peaked at $142K in Q4 2017. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Strategic Wealth Partners held 397 shares of Xcel Energy worth $31.9K as of Q2 2026.
Strategic Wealth Partners left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #636 holding.
Strategic Wealth Partners first reported a position in Xcel Energy in Q4 2017 and has held it in 13 quarters since.
Strategic Wealth Partners's Xcel Energy position peaked at $142K in Q4 2017.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.