Toth Financial Advisory’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
Other funds holding XEL
Toth Financial Advisory's XEL Position: Q2 2026 in Review
Toth Financial Advisory reduced its Xcel Energy (XEL) stake by 34% in Q2 2026, selling an estimated $47.9K and leaving 1,176 shares worth $94.4K. The position accounts for 0.01% of the portfolio, ranked #304.
Toth Financial Advisory first reported a position in XEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $141K in Q1 2026. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- Toth Financial Advisory held 1,176 shares of Xcel Energy worth $94.4K as of Q2 2026.
- Toth Financial Advisory sold 600 Xcel Energy shares in Q2 2026, an estimated $47.9K.
- Xcel Energy made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #304 holding.
- Toth Financial Advisory first reported a position in Xcel Energy in Q2 2025 and has held it in 5 quarters since.
- Toth Financial Advisory's Xcel Energy position peaked at $141K in Q1 2026.
- 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.