T
XEL icon

Tidemark’s Xcel Energy XEL Stock Holding History

Tidemark’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 		$40.6K Hold
505
– – 0.01% 329
2026
Q1 		$40.1K Buy
505
+40
+9% +$3.14K 0.01% 294
2025
Q4 		$34.3K Hold
465
– – 0.01% 284
2025
Q3 		$37.5K Hold
465
– – 0.01% 284
2025
Q2 		$31.7K Hold
465
– – 0.01% 296
2025
Q1 		$32.9K Hold
465
– – 0.01% 292
2024
Q4 		$31.4K Hold
465
– – 0.01% 293
2024
Q3 		$30.4K Hold
465
– – 0.01% 293
2024
Q2 		$24.8K Hold
465
– – 0.01% 297
2024
Q1 		$25K Hold
465
– – 0.01% 310
2023
Q4 		$28.8K Buy
+465
New +$27.9K 0.02% 291

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

Tidemark's XEL Position: Q2 2026 in Review

Tidemark held its Xcel Energy (XEL) position steady in Q2 2026 at 505 shares worth $40.6K. The position accounts for 0.01% of the portfolio, ranked #329.

Tidemark first reported a position in XEL in Q4 2023 and has held it in 11 quarters since. 1,285 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Tidemark held 505 shares of Xcel Energy worth $40.6K as of Q2 2026.
  • Tidemark left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.01% of Tidemark's portfolio in Q2 2026, its #329 holding.
  • Tidemark first reported a position in Xcel Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.