TWM
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Tradition Wealth Management’s Xcel Energy XEL Stock Holding History

Tradition Wealth 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 		$2.46M Sell
30,610
-503
-2% -$40.1K 0.15% 137
2026
Q1 		$2.47M Buy
31,113
+256
+0.8% +$20.1K 0.18% 120
2025
Q4 		$2.28M Buy
30,857
+83
+0.3% +$6.55K 0.16% 124
2025
Q3 		$2.48M Buy
30,774
+3,288
+12% +$238K 0.18% 113
2025
Q2 		$1.87M Buy
27,486
+165
+0.6% +$11.4K 0.15% 130
2025
Q1 		$1.93M Buy
27,321
+77
+0.3% +$5.24K 0.17% 113
2024
Q4 		$1.84M Buy
27,244
+3,527
+15% +$237K 0.16% 116
2024
Q3 		$1.55M Buy
23,717
+1,536
+7% +$91.1K 0.14% 129
2024
Q2 		$1.18M Sell
22,181
-6,038
-21% -$328K 0.11% 146
2024
Q1 		$1.52M Sell
28,219
-9,152
-24% -$523K 0.15% 119
2023
Q4 		$2.31M Buy
37,371
+23,069
+161% +$1.38M 0.24% 74
2023
Q3 		$818K Buy
14,302
+2,561
+22% +$154K 0.1% 135
2023
Q2 		$730K Sell
11,741
-264
-2% -$17.6K 0.09% 141
2023
Q1 		$810K Buy
12,005
+919
+8% +$62K 0.1% 131
2022
Q4 		$777K Sell
11,086
-243
-2% -$16.2K 0.11% 127
2022
Q3 		$725K Buy
11,329
+28
+0.2% +$2.04K 0.11% 128
2022
Q2 		$800K Buy
11,301
+371
+3% +$27K 0.12% 124
2022
Q1 		$789K Buy
10,930
+34
+0.3% +$2.34K 0.1% 140
2021
Q4 		$738K Buy
10,896
+782
+8% +$51K 0.09% 147
2021
Q3 		$632K Buy
10,114
+24
+0.2% +$1.62K 0.09% 151
2021
Q2 		$665K Buy
10,090
+23
+0.2% +$1.6K 0.1% 152
2021
Q1 		$670K Buy
10,067
+340
+3% +$21.5K 0.12% 139
2020
Q4 		$649K Buy
+9,727
New +$678K 0.13% 121

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

Tradition Wealth Management's XEL Position: Q2 2026 in Review

Tradition Wealth Management reduced its Xcel Energy (XEL) stake by 1.6% in Q2 2026, selling an estimated $40.1K and leaving 30,610 shares worth $2.46M. The position accounts for 0.15% of the portfolio, ranked #137.

Tradition Wealth Management first reported a position in XEL in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.48M in Q3 2025. 1,292 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Tradition Wealth Management held 30,610 shares of Xcel Energy worth $2.46M as of Q2 2026.
  • Tradition Wealth Management sold 503 Xcel Energy shares in Q2 2026, an estimated $40.1K.
  • Xcel Energy made up 0.15% of Tradition Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Tradition Wealth Management first reported a position in Xcel Energy in Q4 2020 and has held it in 23 quarters since.
  • Tradition Wealth Management's Xcel Energy position peaked at $2.48M in Q3 2025.
  • 1,292 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.