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Victory Financial Group’s Xcel Energy XEL Stock Holding History

Victory Financial 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 		$325K Sell
4,045
-460
-10% -$36.7K 0.03% 274
2026
Q1 		$358K Buy
4,505
+90
+2% +$7.06K 0.04% 232
2025
Q4 		$326K Buy
4,415
+528
+14% +$41.6K 0.04% 225
2025
Q3 		$314K Buy
3,887
+521
+15% +$37.7K 0.04% 188
2025
Q2 		$229K Buy
+3,366
New +$233K 0.04% 203

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

Victory Financial Group's XEL Position: Q2 2026 in Review

Victory Financial Group reduced its Xcel Energy (XEL) stake by 10% in Q2 2026, selling an estimated $36.7K and leaving 4,045 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #274.

Victory Financial Group first reported a position in XEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $358K in Q1 2026. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Victory Financial Group held 4,045 shares of Xcel Energy worth $325K as of Q2 2026.
  • Victory Financial Group sold 460 Xcel Energy shares in Q2 2026, an estimated $36.7K.
  • Xcel Energy made up 0.03% of Victory Financial Group's portfolio in Q2 2026, its #274 holding.
  • Victory Financial Group first reported a position in Xcel Energy in Q2 2025 and has held it in 5 quarters since.
  • Victory Financial Group's Xcel Energy position peaked at $358K in Q1 2026.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.