Tounjian Advisory Partners’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$13.9K Sell
174
-15,078
-99% -$1.2M 0.01% 340
2026
Q1
$1.21M Sell
15,252
-520
-3% -$40.8K 0.44% 91
2025
Q4
$1.16M Buy
+15,772
New +$1.24M 0.39% 88

Other funds holding XEL

Tounjian Advisory Partners's XEL Position: Q2 2026 in Review

Tounjian Advisory Partners reduced its Xcel Energy (XEL) stake by 99% in Q2 2026, selling an estimated $1.2M and leaving 174 shares worth $13.9K. The position accounts for 0.01% of the portfolio, ranked #340.

Tounjian Advisory Partners first reported a position in XEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.21M in Q1 2026. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Tounjian Advisory Partners held 174 shares of Xcel Energy worth $13.9K as of Q2 2026.
  • Tounjian Advisory Partners sold 15,078 Xcel Energy shares in Q2 2026, an estimated $1.2M.
  • Xcel Energy made up 0.01% of Tounjian Advisory Partners's portfolio in Q2 2026, its #340 holding.
  • Tounjian Advisory Partners first reported a position in Xcel Energy in Q4 2025 and has held it in 3 quarters since.
  • Tounjian Advisory Partners's Xcel Energy position peaked at $1.21M in Q1 2026.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.