True Wealth Design’s Xcel Energy XEL Stock Holding History

True Wealth Design’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	$78.5K	Buy	978 +81	+9%	+$6.47K	0.02%	328
2026 Q1	$71.3K	Buy	897 +13	+1%	+$1.02K	0.02%	299
2025 Q4	$65.3K	Sell	884 -81	-8%	-$6.39K	0.02%	265
2025 Q3	$77.8K	Buy	965 +13	+1%	+$940	0.02%	218
2025 Q2	$64.8K	Sell	952 -1,085	-53%	-$75.2K	0.02%	167
2025 Q1	$144K	Buy	2,037 +50	+3%	+$3.4K	0.05%	53
2024 Q4	$134K	Buy	1,987 +14	+0.7%	+$939	0.05%	44
2024 Q3	$129K	Buy	1,973 +1,962	+17,836%	+$116K	0.05%	42
2024 Q2	$588	Sell	11 -1	-8%	-$54	﹤0.01%	626
2024 Q1	$645	Buy	12 +5	+71%	+$286	﹤0.01%	571
2023 Q4	$434	Hold	7	–	–	﹤0.01%	503
2023 Q3	$401	Hold	7	–	–	﹤0.01%	475
2023 Q2	$436	Hold	7	–	–	﹤0.01%	484
2023 Q1	$473	Hold	7	–	–	﹤0.01%	538
2022 Q4	$491	Buy	+7	New	+$466	﹤0.01%	453

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 $3.37T AUM 44.26% 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 Wealth Design's XEL Position: Q2 2026 in Review

True Wealth Design increased its Xcel Energy (XEL) stake by 9% in Q2 2026, buying an estimated $6.47K and bringing the position to 978 shares worth $78.5K. The position accounts for 0.02% of the portfolio, ranked #328.

True Wealth Design first reported a position in XEL in Q4 2022 and has held it in 15 quarters since. The position peaked at $144K in Q1 2025. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

True Wealth Design held 978 shares of Xcel Energy worth $78.5K as of Q2 2026.
True Wealth Design bought 81 Xcel Energy shares in Q2 2026, an estimated $6.47K.
Xcel Energy made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #328 holding.
True Wealth Design first reported a position in Xcel Energy in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Xcel Energy position peaked at $144K in Q1 2025.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.