VVP
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Venture Visionary Partners’s Xcel Energy XEL Stock Holding History

Venture Visionary Partners’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 		$362K Sell
4,514
-259
-5% -$20.7K 0.01% 525
2026
Q1 		$379K Sell
4,773
-500
-9% -$39.2K 0.01% 471
2025
Q4 		$389K Hold
5,273
– – 0.01% 480
2025
Q3 		$425K Sell
5,273
-608
-10% -$44K 0.01% 453
2025
Q2 		$400K Buy
5,881
+2,158
+58% +$150K 0.02% 445
2025
Q1 		$264K Buy
3,723
+48
+1% +$3.27K 0.01% 487
2024
Q4 		$248K Sell
3,675
-845
-19% -$56.7K 0.01% 488
2024
Q3 		$295K Sell
4,520
-177
-4% -$10.5K 0.01% 457
2024
Q2 		$251K Buy
4,697
+96
+2% +$5.22K 0.01% 487
2024
Q1 		$247K Sell
4,601
-859
-16% -$49.1K 0.01% 486
2023
Q4 		$338K Buy
5,460
+210
+4% +$12.6K 0.02% 416
2023
Q3 		$300K Sell
5,250
-39
-0.7% -$2.34K 0.02% 414
2023
Q2 		$329K Sell
5,289
-43
-0.8% -$2.87K 0.02% 405
2023
Q1 		$360K Buy
5,332
+397
+8% +$26.8K 0.02% 383
2022
Q4 		$346K Buy
4,935
+39
+0.8% +$2.6K 0.03% 376
2022
Q3 		$313K Sell
4,896
-5
-0.1% -$364 0.03% 364
2022
Q2 		$347K Buy
4,901
+343
+8% +$25K 0.03% 356
2022
Q1 		$328K Buy
4,558
+34
+0.8% +$2.34K 0.02% 391
2021
Q4 		$306K Hold
4,524
– – 0.02% 408
2021
Q3 		$282K Buy
4,524
+16
+0.4% +$1.08K 0.02% 414
2021
Q2 		$296K Sell
4,508
-200
-4% -$13.9K 0.02% 391
2021
Q1 		$313K Buy
+4,708
New +$298K 0.03% 367

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

Venture Visionary Partners's XEL Position: Q2 2026 in Review

Venture Visionary Partners reduced its Xcel Energy (XEL) stake by 5.4% in Q2 2026, selling an estimated $20.7K and leaving 4,514 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #525.

Venture Visionary Partners first reported a position in XEL in Q1 2021 and has held it in 22 quarters since. The position peaked at $425K in Q3 2025. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Venture Visionary Partners held 4,514 shares of Xcel Energy worth $362K as of Q2 2026.
  • Venture Visionary Partners sold 259 Xcel Energy shares in Q2 2026, an estimated $20.7K.
  • Xcel Energy made up 0.01% of Venture Visionary Partners's portfolio in Q2 2026, its #525 holding.
  • Venture Visionary Partners first reported a position in Xcel Energy in Q1 2021 and has held it in 22 quarters since.
  • Venture Visionary Partners's Xcel Energy position peaked at $425K in Q3 2025.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.