TFC Financial Management’s Xcel Energy XEL Stock Holding History

TFC Financial 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	$5.06K	Buy	63 +6	+11%	+$479	﹤0.01%	480
2026 Q1	$4.53K	Hold	57	–	–	﹤0.01%	466
2025 Q4	$4.21K	Hold	57	–	–	﹤0.01%	467
2025 Q3	$4.6K	Hold	57	–	–	﹤0.01%	466
2025 Q2	$3.88K	Hold	57	–	–	﹤0.01%	443
2025 Q1	$4.04K	Hold	57	–	–	﹤0.01%	419
2024 Q4	$3.85K	Hold	57	–	–	﹤0.01%	439
2024 Q3	$3.72K	Buy	57 +41	+256%	+$2.43K	﹤0.01%	446
2024 Q2	$855	Sell	16 -19	-54%	-$1.03K	﹤0.01%	578
2024 Q1	$1.88K	Sell	35 -7	-17%	-$400	﹤0.01%	481
2023 Q4	$2.6K	Buy	42 +31	+282%	+$1.86K	﹤0.01%	430
2023 Q3	$630	Hold	11	–	–	﹤0.01%	582
2023 Q2	$684	Hold	11	–	–	﹤0.01%	550
2023 Q1	$742	Hold	11	–	–	﹤0.01%	540
2022 Q4	$771	Hold	11	–	–	﹤0.01%	486
2022 Q3	$1K	Hold	11	–	–	﹤0.01%	514
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	513
2022 Q1	$1K	Hold	11	–	–	﹤0.01%	521
2021 Q4	$1K	Hold	11	–	–	﹤0.01%	573
2021 Q3	$1K	Hold	11	–	–	﹤0.01%	561
2021 Q2	$1K	Hold	11	–	–	﹤0.01%	564
2021 Q1	$1K	Hold	11	–	–	﹤0.01%	557
2020 Q4	$1K	Hold	11	–	–	﹤0.01%	544
2020 Q3	$1K	Buy	+11	New	+$750	﹤0.01%	517

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

TFC Financial Management's XEL Position: Q2 2026 in Review

TFC Financial Management increased its Xcel Energy (XEL) stake by 11% in Q2 2026, buying an estimated $479 and bringing the position to 63 shares worth $5.06K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

TFC Financial Management first reported a position in XEL in Q3 2020 and has held it in 24 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

TFC Financial Management held 63 shares of Xcel Energy worth $5.06K as of Q2 2026.
TFC Financial Management bought 6 Xcel Energy shares in Q2 2026, an estimated $479.
Xcel Energy made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #480 holding.
TFC Financial Management first reported a position in Xcel Energy in Q3 2020 and has held it in 24 quarters since.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.