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Valtinson Bruner Financial Planning’s Xcel Energy XEL Stock Holding History

Valtinson Bruner Financial Planning’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 		$1.16M Sell
14,409
-588
-4% -$46.9K 0.29% 54
2026
Q1 		$1.19M Sell
14,997
-833
-5% -$65.3K 0.33% 53
2025
Q4 		$1.17M Sell
15,830
-4,264
-21% -$336K 0.34% 53
2025
Q3 		$1.62M Sell
20,094
-167
-0.8% -$12.1K 0.48% 40
2025
Q2 		$1.38M Sell
20,261
-809
-4% -$56.1K 0.43% 43
2025
Q1 		$1.49M Buy
21,070
+275
+1% +$18.7K 0.5% 41
2024
Q4 		$1.4M Sell
20,795
-1,010
-5% -$67.7K 0.49% 50
2024
Q3 		$1.42M Buy
21,805
+112
+0.5% +$6.64K 0.5% 47
2024
Q2 		$1.16M Sell
21,693
-22
-0.1% -$1.2K 0.46% 52
2024
Q1 		$1.17M Sell
21,715
-707
-3% -$40.4K 0.5% 50
2023
Q4 		$1.39M Sell
22,422
-404
-2% -$24.2K 0.71% 43
2023
Q3 		$1.31M Sell
22,826
-633
-3% -$38K 0.71% 44
2023
Q2 		$1.46M Sell
23,459
-724
-3% -$48.3K 0.79% 44
2023
Q1 		$1.63M Buy
24,183
+4,336
+22% +$293K 0.93% 33
2022
Q4 		$1.36M Buy
19,847
+270
+1% +$18K 0.79% 40
2022
Q3 		$1.25M Sell
19,577
-153
-0.8% -$11.1K 0.77% 43
2022
Q2 		$1.4M Sell
19,730
-641
-3% -$46.6K 0.85% 40
2022
Q1 		$1.51M Buy
20,371
+537
+3% +$36.9K 0.87% 41
2021
Q4 		$1.34M Sell
19,834
-704
-3% -$45.9K 0.74% 43
2021
Q3 		$1.35M Buy
20,538
+1,452
+8% +$98.1K 0.74% 41
2021
Q2 		$1.33M Sell
19,086
-438
-2% -$30.5K 0.76% 40
2021
Q1 		$1.37M Buy
19,524
+155
+0.8% +$9.8K 0.8% 35
2020
Q4 		$1.26M Sell
19,369
-1,440
-7% -$100K 0.79% 34
2020
Q3 		$1.49M Buy
20,809
+43
+0.2% +$2.93K 1.05% 27
2020
Q2 		$1.5M Buy
20,766
+197
+1% +$12.4K 1.07% 24
2020
Q1 		$1.28M Buy
20,569
+4,703
+30% +$306K 1.04% 21
2019
Q4 		$993K Buy
15,866
+906
+6% +$56.7K 0.71% 29
2019
Q3 		$947K Sell
14,960
-492
-3% -$30.7K 0.77% 26
2019
Q2 		$919K Sell
15,452
-387
-2% -$22.2K 0.78% 17
2019
Q1 		$890K Buy
15,839
+252
+2% +$13.4K 0.78% 17
2018
Q4 		$768K Buy
+15,587
New +$782K 0.8% 13

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

Valtinson Bruner Financial Planning's XEL Position: Q2 2026 in Review

Valtinson Bruner Financial Planning reduced its Xcel Energy (XEL) stake by 3.9% in Q2 2026, selling an estimated $46.9K and leaving 14,409 shares worth $1.16M. The position accounts for 0.29% of the portfolio, ranked #54.

Valtinson Bruner Financial Planning first reported a position in XEL in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.63M in Q1 2023. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Valtinson Bruner Financial Planning held 14,409 shares of Xcel Energy worth $1.16M as of Q2 2026.
  • Valtinson Bruner Financial Planning sold 588 Xcel Energy shares in Q2 2026, an estimated $46.9K.
  • Xcel Energy made up 0.29% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #54 holding.
  • Valtinson Bruner Financial Planning first reported a position in Xcel Energy in Q4 2018 and has held it in 31 quarters since.
  • Valtinson Bruner Financial Planning's Xcel Energy position peaked at $1.63M in Q1 2023.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.