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Ullmann Wealth Partners Group’s Xcel Energy XEL Stock Holding History

Ullmann Wealth Partners Group’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 		$238K Hold
2,958
– – 0.02% 154
2026
Q1 		$235K Sell
2,958
-40
-1% -$3.14K 0.02% 144
2025
Q4 		$243K Buy
2,998
+155
+5% +$12.2K 0.03% 137
2025
Q3 		$229K Sell
2,843
-370
-12% -$26.8K 0.03% 136
2025
Q2 		$219K Buy
3,213
+32
+1% +$2.22K 0.03% 133
2025
Q1 		$225K Buy
+3,181
New +$217K 0.03% 125

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

Ullmann Wealth Partners Group's XEL Position: Q2 2026 in Review

Ullmann Wealth Partners Group held its Xcel Energy (XEL) position steady in Q2 2026 at 2,958 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #154.

Ullmann Wealth Partners Group first reported a position in XEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $243K in Q4 2025. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Ullmann Wealth Partners Group held 2,958 shares of Xcel Energy worth $238K as of Q2 2026.
  • Ullmann Wealth Partners Group left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.02% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #154 holding.
  • Ullmann Wealth Partners Group first reported a position in Xcel Energy in Q1 2025 and has held it in 6 quarters since.
  • Ullmann Wealth Partners Group's Xcel Energy position peaked at $243K in Q4 2025.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.