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Valued Retirements’s Xcel Energy XEL Stock Holding History

Valued Retirements’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 		$251K Buy
3,130
+18
+0.6% +$1.44K 0.23% 87
2026
Q1 		$247K Buy
3,112
+149
+5% +$11.7K 0.24% 80
2025
Q4 		$219K Buy
+2,963
New +$234K 0.21% 85
2025
Q2 		– Sell
-2,910
Closed -$206K – 96
2025
Q1 		$206K Buy
+2,910
New +$198K 0.27% 79

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

Valued Retirements's XEL Position: Q2 2026 in Review

Valued Retirements increased its Xcel Energy (XEL) stake by 0.58% in Q2 2026, buying an estimated $1.44K and bringing the position to 3,130 shares worth $251K. The position accounts for 0.23% of the portfolio, ranked #87.

Valued Retirements first reported a position in XEL in Q1 2025 and has held it in 4 quarters since. 1,285 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Valued Retirements held 3,130 shares of Xcel Energy worth $251K as of Q2 2026.
  • Valued Retirements bought 18 Xcel Energy shares in Q2 2026, an estimated $1.44K.
  • Xcel Energy made up 0.23% of Valued Retirements's portfolio in Q2 2026, its #87 holding.
  • Valued Retirements first reported a position in Xcel Energy in Q1 2025 and has held it in 4 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Valued Retirements's 13F filing for Q2 2026, filed 13 Aug 2026.