Trueblood Wealth Management’s Xcel Energy XEL Stock Holding History

Trueblood 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	$331K	Buy	4,117 +40	+1%	+$3.19K	0.12%	201
2026 Q1	$324K	Sell	4,077 -94	-2%	-$7.37K	0.13%	199
2025 Q4	$308K	Sell	4,171 -219	-5%	-$17.3K	0.12%	195
2025 Q3	$354K	Sell	4,390 -75	-2%	-$5.43K	0.14%	187
2025 Q2	$304K	Hold	4,465	–	–	0.13%	201
2025 Q1	$316K	Hold	4,465	–	–	0.15%	184
2024 Q4	$301K	Sell	4,465 -40	-0.9%	-$2.68K	0.15%	185
2024 Q3	$294K	Hold	4,505	–	–	0.15%	178
2024 Q2	$241K	Sell	4,505 -600	-12%	-$32.6K	0.14%	193
2024 Q1	$274K	Buy	5,105 +88	+2%	+$5.03K	0.16%	170
2023 Q4	$311K	Buy	+5,017	New	+$301K	0.19%	142

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

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

Trueblood Wealth Management increased its Xcel Energy (XEL) stake by 0.98% in Q2 2026, buying an estimated $3.19K and bringing the position to 4,117 shares worth $331K. The position accounts for 0.12% of the portfolio, ranked #201.

Trueblood Wealth Management first reported a position in XEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $354K in Q3 2025. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Trueblood Wealth Management held 4,117 shares of Xcel Energy worth $331K as of Q2 2026.
Trueblood Wealth Management bought 40 Xcel Energy shares in Q2 2026, an estimated $3.19K.
Xcel Energy made up 0.12% of Trueblood Wealth Management's portfolio in Q2 2026, its #201 holding.
Trueblood Wealth Management first reported a position in Xcel Energy in Q4 2023 and has held it in 11 quarters since.
Trueblood Wealth Management's Xcel Energy position peaked at $354K in Q3 2025.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.