UFF
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USA Financial Formulas’s Xcel Energy XEL Stock Holding History

USA Financial Formulas’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
-9,197
Closed -$731K – 540
2026
Q1 		$731K Sell
9,197
-12,238
-57% -$960K 0.14% 46
2025
Q4 		$1.58M Buy
21,435
+17,810
+491% +$1.4M 0.29% 25
2025
Q3 		$292K Buy
+3,625
New +$262K 0.05% 111
2025
Q2 		– Sell
-20,621
Closed -$1.46M – 366
2025
Q1 		$1.46M Sell
20,621
-14,442
-41% -$983K 0.24% 28
2024
Q4 		$2.37M Buy
+35,063
New +$2.35M 0.37% 12
2023
Q3 		– Sell
-7
Closed -$435 – 551
2023
Q2 		$435 Hold
7
– – ﹤0.01% 444
2023
Q1 		$472 Buy
+7
New +$472 ﹤0.01% 369
2022
Q3 		$3.04M Buy
47,460
+2,060
+5% +$150K 4.79% 3
2022
Q2 		$3.21M Buy
45,400
+45,393
+648,471% +$3.3M 4.01% 5
2022
Q1 		$1K Hold
7
– – ﹤0.01% 339
2021
Q4 		$0 Sell
7
-216
-97% -$14.1K ﹤0.01% 502
2021
Q3 		$14K Buy
223
+216
+3,086% +$14.6K 0.01% 237
2021
Q2 		$0 Hold
7
– – ﹤0.01% 457
2021
Q1 		$0 Hold
7
– – ﹤0.01% 440
2020
Q4 		$0 Hold
7
– – ﹤0.01% 426
2020
Q3 		$0 Hold
7
– – ﹤0.01% 370
2020
Q2 		$0 Hold
7
– – ﹤0.01% 341
2020
Q1 		$0 Sell
7
-12
-63% -$782 ﹤0.01% 324
2019
Q4 		$1K Sell
19
-86,737
-100% -$5.43M ﹤0.01% 215
2019
Q3 		$5.63M Sell
86,756
-47,042
-35% -$2.93M 2.19% 5
2019
Q2 		$7.52M Buy
133,798
+30,194
+29% +$1.74M 3.77% 9
2019
Q1 		$5.82M Buy
+103,604
New +$5.51M 3.67% 10

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

USA Financial Formulas's XEL Position: Q2 2026 in Review

USA Financial Formulas sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 9,197 shares — an estimated $731K sold.

USA Financial Formulas first reported a position in XEL in Q1 2019 and held it in 22 quarters. The position peaked at $7.52M in Q2 2019. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • USA Financial Formulas reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
  • USA Financial Formulas sold 9,197 Xcel Energy shares in Q2 2026, an estimated $731K.
  • USA Financial Formulas first reported a position in Xcel Energy in Q1 2019 and held it in 22 quarters.
  • USA Financial Formulas's Xcel Energy position peaked at $7.52M in Q2 2019.
  • 1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.