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Wealth Enhancement Trust Services’s Xcel Energy XEL Stock Holding History

Wealth Enhancement Trust Services’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 		$1.1M Sell
13,749
-405
-3% -$32.3K 0.12% 140
2026
Q1 		$1.12M Buy
14,154
+2,333
+20% +$183K 0.14% 133
2025
Q4 		$873K Buy
+11,821
New +$932K 0.11% 149

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wealth Enhancement Trust Services's XEL Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Xcel Energy (XEL) stake by 2.9% in Q2 2026, selling an estimated $32.3K and leaving 13,749 shares worth $1.1M. The position accounts for 0.12% of the portfolio, ranked #140.

Wealth Enhancement Trust Services first reported a position in XEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.12M in Q1 2026. 949 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Wealth Enhancement Trust Services held 13,749 shares of Xcel Energy worth $1.1M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 405 Xcel Energy shares in Q2 2026, an estimated $32.3K.
  • Xcel Energy made up 0.12% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #140 holding.
  • Wealth Enhancement Trust Services first reported a position in Xcel Energy in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Xcel Energy position peaked at $1.12M in Q1 2026.
  • 949 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.