TS Financial Group (TSFG)’s Xcel Energy XEL Stock Holding History

TS Financial Group (TSFG)’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	$49K	Hold	609	–	–	0.01%	376
2026 Q1	$48K	Hold	609	–	–	0.01%	353
2025 Q4	$45K	Hold	609	–	–	0.01%	355
2025 Q3	$49K	Buy	609 +1	+0.2%	+$72	0.01%	349
2025 Q2	$41K	Buy	608 +1	+0.2%	+$69	0.01%	364
2025 Q1	$43K	Hold	607	–	–	0.01%	340
2024 Q4	$41K	Buy	607 +1	+0.2%	+$67	0.01%	318
2024 Q3	$40K	Hold	606	–	–	0.01%	325
2024 Q2	$32K	Buy	606 +1	+0.2%	+$54	0.01%	326
2024 Q1	$33K	Hold	605	–	–	0.01%	324
2023 Q4	$37K	Sell	605 -24	-4%	-$1.44K	0.01%	326
2023 Q3	$36K	Hold	629	–	–	0.01%	336
2023 Q2	$39K	Buy	629 +6	+1%	+$401	0.01%	315
2023 Q1	$42K	Hold	623	–	–	0.02%	303
2022 Q4	$44K	Buy	623 +1	+0.2%	+$67	0.02%	300
2022 Q3	$40K	Hold	622	–	–	0.02%	302
2022 Q2	$44K	Buy	622 +303	+95%	+$22K	0.02%	298
2022 Q1	$23K	Hold	319	–	–	0.01%	402
2021 Q4	$22K	Hold	319	–	–	0.01%	423
2021 Q3	$20K	Hold	319	–	–	0.01%	434
2021 Q2	$21K	Buy	319 +19	+6%	+$1.32K	0.01%	429
2021 Q1	$20K	Hold	300	–	–	0.01%	376
2020 Q4	$20K	Hold	300	–	–	0.01%	372
2020 Q3	$21K	Hold	300	–	–	0.01%	330
2020 Q2	$19K	Hold	300	–	–	0.01%	331
2020 Q1	$18K	Hold	300	–	–	0.02%	300
2019 Q4	$19K	Hold	300	–	–	0.01%	340
2019 Q3	$19K	Hold	300	–	–	0.01%	322
2019 Q2	$18K	Hold	300	–	–	0.01%	317
2019 Q1	$17K	Buy	+300	New	+$16K	0.01%	322

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

TS Financial Group (TSFG)'s XEL Position: Q2 2026 in Review

TS Financial Group (TSFG) held its Xcel Energy (XEL) position steady in Q2 2026 at 609 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #376.

TS Financial Group (TSFG) first reported a position in XEL in Q1 2019 and has held it in 30 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

TS Financial Group (TSFG) held 609 shares of Xcel Energy worth $49K as of Q2 2026.
TS Financial Group (TSFG) left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #376 holding.
TS Financial Group (TSFG) first reported a position in Xcel Energy in Q1 2019 and has held it in 30 quarters since.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.