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Summit Wealth Group (Colorado)’s Xcel Energy XEL Stock Holding History

Summit Wealth Group (Colorado)’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 		$319K Buy
3,975
+185
+5% +$14.8K 0.03% 290
2026
Q1 		$301K Buy
3,790
+79
+2% +$6.2K 0.03% 260
2025
Q4 		$274K Buy
+3,711
New +$293K 0.04% 220
2025
Q3 		– Sell
-2,977
Closed -$203K – 462
2025
Q2 		$203K Buy
+2,977
New +$206K 0.05% 234

Other funds holding XEL

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Summit Wealth Group (Colorado)'s XEL Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Xcel Energy (XEL) stake by 4.9% in Q2 2026, buying an estimated $14.8K and bringing the position to 3,975 shares worth $319K. The position accounts for 0.03% of the portfolio, ranked #290.

Summit Wealth Group (Colorado) first reported a position in XEL in Q2 2025 and has held it in 4 quarters since. 494 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Summit Wealth Group (Colorado) held 3,975 shares of Xcel Energy worth $319K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 185 Xcel Energy shares in Q2 2026, an estimated $14.8K.
  • Xcel Energy made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #290 holding.
  • Summit Wealth Group (Colorado) first reported a position in Xcel Energy in Q2 2025 and has held it in 4 quarters since.
  • 494 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.