True Link Financial Advisors’s Xcel Energy XEL Stock Holding History

True Link Financial Advisors’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	–	Sell	-2,437	Closed	-$194K	–	411
2026 Q1	$194K	Sell	2,437 -626	-20%	-$49.1K	0.01%	99
2025 Q4	$226K	Sell	3,063 -493	-14%	-$38.9K	0.01%	103
2025 Q3	$287K	Sell	3,556 -120	-3%	-$8.68K	0.02%	73
2025 Q2	$250K	Sell	3,676 -150	-4%	-$10.4K	0.02%	77
2025 Q1	$271K	Buy	+3,826	New	+$260K	0.02%	78
2021 Q4	–	Sell	-32	Closed	-$2K	–	811
2021 Q3	$2K	Hold	32	–	–	﹤0.01%	755
2021 Q2	$2K	Buy	+32	New	+$2.23K	﹤0.01%	689

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 $3.38T AUM 44.17% 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

True Link Financial Advisors's XEL Position: Q2 2026 in Review

True Link Financial Advisors sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 2,437 shares — an estimated $194K sold.

True Link Financial Advisors first reported a position in XEL in Q2 2021 and held it in 7 quarters. The position peaked at $287K in Q3 2025. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

True Link Financial Advisors reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 2,437 Xcel Energy shares in Q2 2026, an estimated $194K.
True Link Financial Advisors first reported a position in Xcel Energy in Q2 2021 and held it in 7 quarters.
True Link Financial Advisors's Xcel Energy position peaked at $287K in Q3 2025.
1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.