TCI Wealth Advisors’s Xcel Energy XEL Stock Holding History

TCI Wealth Advisors’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	$498K	Buy	6,201 +1,019	+20%	+$81.3K	0.02%	158
2026 Q1	$412K	Buy	5,182 +6	+0.1%	+$471	0.02%	164
2025 Q4	$382K	Buy	5,176 +355	+7%	+$28K	0.02%	172
2025 Q3	$389K	Buy	4,821 +688	+17%	+$49.8K	0.02%	173
2025 Q2	$281K	Sell	4,133 -47	-1%	-$3.26K	0.02%	188
2025 Q1	$296K	Sell	4,180 -127	-3%	-$8.65K	0.02%	173
2024 Q4	$291K	Buy	4,307 +116	+3%	+$7.78K	0.02%	173
2024 Q3	$274K	Sell	4,191 -3	-0.1%	-$178	0.02%	192
2024 Q2	$224K	Sell	4,194 -10	-0.2%	-$544	0.02%	206
2024 Q1	$226K	Sell	4,204 -29	-0.7%	-$1.66K	0.02%	195
2023 Q4	$262K	Buy	4,233 +62	+1%	+$3.72K	0.03%	174
2023 Q3	$239K	Sell	4,171 -111	-3%	-$6.67K	0.03%	174
2023 Q2	$266K	Sell	4,282 -814	-16%	-$54.3K	0.03%	157
2023 Q1	$344K	Buy	5,096 +818	+19%	+$55.2K	0.04%	134
2022 Q4	$300K	Sell	4,278 -132	-3%	-$8.78K	0.04%	141
2022 Q3	$282K	Buy	4,410 +11	+0.3%	+$801	0.05%	128
2022 Q2	$311K	Buy	4,399 +125	+3%	+$9.09K	0.05%	128
2022 Q1	$309K	Buy	4,274 +5	+0.1%	+$344	0.05%	138
2021 Q4	$289K	Sell	4,269 -57	-1%	-$3.72K	0.04%	143
2021 Q3	$270K	Hold	4,326	–	–	0.04%	154
2021 Q2	$285K	Buy	4,326 +57	+1%	+$3.97K	0.05%	154
2021 Q1	$284K	Buy	4,269 +103	+2%	+$6.51K	0.12%	137
2020 Q4	$278K	Hold	4,166	–	–	0.12%	136
2020 Q3	$287K	Hold	4,166	–	–	0.11%	129
2020 Q2	$260K	Buy	4,166 +3	+0.1%	+$189	0.11%	125
2020 Q1	$251K	Sell	4,163 -643	-13%	-$41.9K	0.12%	122
2019 Q4	$305K	Buy	4,806 +646	+16%	+$40.4K	0.12%	127
2019 Q3	$270K	Hold	4,160	–	–	0.12%	120
2019 Q2	$247K	Hold	4,160	–	–	0.11%	123
2019 Q1	$234K	Hold	4,160	–	–	0.1%	136
2018 Q4	$205K	Buy	4,160 +5	+0.1%	+$251	0.1%	140
2018 Q3	$196K	Hold	4,155	–	–	0.08%	150
2018 Q2	$190K	Hold	4,155	–	–	0.08%	147
2018 Q1	$189K	Hold	4,155	–	–	0.09%	148
2017 Q4	$200K	Hold	4,155	–	–	0.09%	154
2017 Q3	$197K	Hold	4,155	–	–	0.1%	138
2017 Q2	$191K	Hold	4,155	–	–	0.1%	139
2017 Q1	$185K	Hold	4,155	–	–	0.1%	138
2016 Q4	$169K	Buy	4,155 +70	+2%	+$2.8K	0.09%	153
2016 Q3	$168K	Hold	4,085	–	–	0.09%	146
2016 Q2	$183K	Hold	4,085	–	–	0.1%	131
2016 Q1	$171K	Hold	4,085	–	–	0.09%	147
2015 Q4	$147K	Sell	4,085 -1,168	-22%	-$41.7K	0.08%	163
2015 Q3	$186K	Hold	5,253	–	–	0.11%	134
2015 Q2	$169K	Hold	5,253	–	–	0.1%	148
2015 Q1	$183K	Buy	5,253 +3,516	+202%	+$126K	0.11%	121
2014 Q4	$62K	Buy	1,737 +1,168	+205%	+$39.2K	0.04%	227
2014 Q3	$17K	Buy	569 +489	+611%	+$15.3K	0.01%	357
2014 Q2	$3K	Hold	80	–	–	﹤0.01%	712
2014 Q1	$2K	Hold	80	–	–	﹤0.01%	749
2013 Q4	$2K	Hold	80	–	–	﹤0.01%	736
2013 Q3	$2K	Sell	80 -547	-87%	-$15.6K	﹤0.01%	661
2013 Q2	$18K	Buy	+627	New	+$18.7K	0.01%	313

Other funds holding XEL

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

TCI Wealth Advisors's XEL Position: Q2 2026 in Review

TCI Wealth Advisors increased its Xcel Energy (XEL) stake by 20% in Q2 2026, buying an estimated $81.3K and bringing the position to 6,201 shares worth $498K. The position accounts for 0.02% of the portfolio, ranked #158.

TCI Wealth Advisors first reported a position in XEL in Q2 2013 and has held it in 53 quarters since. 522 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

TCI Wealth Advisors held 6,201 shares of Xcel Energy worth $498K as of Q2 2026.
TCI Wealth Advisors bought 1,019 Xcel Energy shares in Q2 2026, an estimated $81.3K.
Xcel Energy made up 0.02% of TCI Wealth Advisors's portfolio in Q2 2026, its #158 holding.
TCI Wealth Advisors first reported a position in Xcel Energy in Q2 2013 and has held it in 53 quarters since.
522 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.