RAFFA WEALTH MANAGEMENT, LLC’s Xcel Energy XEL Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$7.23K	Buy	90 +14	+18%	+$1.12K	﹤0.01%	504
2026 Q1	$6.04K	Buy	76 +4	+6%	+$314	﹤0.01%	490
2025 Q4	$5.32K	Hold	72	–	–	﹤0.01%	509
2025 Q3	$5.81K	Buy	72 +15	+26%	+$1.08K	﹤0.01%	459
2025 Q2	$3.88K	Sell	57 -23	-29%	-$1.59K	﹤0.01%	549
2025 Q1	$5.66K	Hold	80	–	–	﹤0.01%	415
2024 Q4	$5.4K	Buy	80 +23	+40%	+$1.54K	﹤0.01%	433
2024 Q3	$3.72K	Hold	57	–	–	﹤0.01%	479
2024 Q2	$3.04K	Hold	57	–	–	﹤0.01%	626
2024 Q1	$3.06K	Hold	57	–	–	﹤0.01%	605
2023 Q4	$3.53K	Hold	57	–	–	﹤0.01%	464
2023 Q3	$3.26K	Hold	57	–	–	﹤0.01%	458
2023 Q2	$3.54K	Hold	57	–	–	﹤0.01%	457
2023 Q1	$3.84K	Hold	57	–	–	﹤0.01%	446
2022 Q4	$4K	Hold	57	–	–	﹤0.01%	431
2022 Q3	$3.65K	Hold	57	–	–	﹤0.01%	452
2022 Q2	$4.03K	Hold	57	–	–	﹤0.01%	437
2022 Q1	$4.11K	Hold	57	–	–	﹤0.01%	454
2021 Q4	$3.86K	Sell	57 -393	-87%	-$25.6K	﹤0.01%	493
2021 Q3	$28.1K	Hold	450	–	–	0.01%	169
2021 Q2	$29.6K	Buy	450 +393	+689%	+$27.4K	0.01%	170
2021 Q1	$3.79K	Buy	57 +15	+36%	+$948	﹤0.01%	466
2020 Q4	$2.8K	Hold	42	–	–	﹤0.01%	469
2020 Q3	$2.9K	Hold	42	–	–	﹤0.01%	414
2020 Q2	$2.63K	Hold	42	–	–	﹤0.01%	422
2020 Q1	$2.53K	Hold	42	–	–	﹤0.01%	380
2019 Q4	$2.67K	Hold	42	–	–	﹤0.01%	342
2019 Q3	$2.73K	Buy	+42	New	+$2.62K	﹤0.01%	340
2019 Q2	–	Sell	-42	Closed	-$2.36K	–	1412
2019 Q1	$2.36K	Hold	42	–	–	﹤0.01%	331
2018 Q4	$2.07K	Hold	42	–	–	﹤0.01%	351
2018 Q3	$1.98K	Hold	42	–	–	﹤0.01%	395
2018 Q2	$1.92K	Hold	42	–	–	﹤0.01%	383
2018 Q1	$1.91K	Buy	+42	New	+$1.87K	﹤0.01%	371

Other funds holding XEL

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's XEL Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Xcel Energy (XEL) stake by 18% in Q2 2026, buying an estimated $1.12K and bringing the position to 90 shares worth $7.23K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in XEL in Q1 2018 and has held it in 33 quarters since. The position peaked at $29.6K in Q2 2021. 392 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 90 shares of Xcel Energy worth $7.23K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 14 Xcel Energy shares in Q2 2026, an estimated $1.12K.
Xcel Energy made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #504 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Xcel Energy in Q1 2018 and has held it in 33 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Xcel Energy position peaked at $29.6K in Q2 2021.
392 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.