WealthTrust Axiom’s Xcel Energy XEL Stock Holding History

WealthTrust Axiom’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	$1.06M	Sell	13,151 -100	-0.8%	-$7.98K	0.24%	92
2026 Q1	$1.05M	Hold	13,251	–	–	0.26%	85
2025 Q4	$979K	Hold	13,251	–	–	0.25%	80
2025 Q3	$1.07M	Sell	13,251 -1,250	-9%	-$90.4K	0.29%	75
2025 Q2	$988K	Hold	14,501	–	–	0.29%	74
2025 Q1	$1.03M	Hold	14,501	–	–	0.31%	67
2024 Q4	$979K	Hold	14,501	–	–	0.29%	74
2024 Q3	$947K	Sell	14,501 -250	-2%	-$14.8K	0.28%	80
2024 Q2	$788K	Hold	14,751	–	–	0.26%	86
2024 Q1	$793K	Sell	14,751 -1,599	-10%	-$91.3K	0.26%	87
2023 Q4	$1.01M	Hold	16,350	–	–	0.34%	64
2023 Q3	$936K	Hold	16,350	–	–	0.34%	64
2023 Q2	$1.02M	Hold	16,350	–	–	0.34%	68
2023 Q1	$1.1M	Hold	16,350	–	–	0.38%	63
2022 Q4	$1.15M	Sell	16,350 -1	-0%	-$67	0.4%	60
2022 Q3	$1.05M	Hold	16,351	–	–	0.4%	62
2022 Q2	$1.16M	Hold	16,351	–	–	0.41%	62
2022 Q1	$1.18M	Hold	16,351	–	–	0.37%	65
2021 Q4	$1.11M	Sell	16,351 -150	-0.9%	-$9.78K	0.35%	68
2021 Q3	$1.03M	Sell	16,501 -500	-3%	-$33.8K	0.35%	70
2021 Q2	$1.12M	Hold	17,001	–	–	0.36%	67
2021 Q1	$1.13M	Sell	17,001 -500	-3%	-$31.6K	0.38%	65
2020 Q4	$1.17M	Sell	17,501 -500	-3%	-$34.8K	0.42%	60
2020 Q3	$1.24M	Hold	18,001	–	–	0.54%	47
2020 Q2	$1.13M	Sell	18,001 -500	-3%	-$31.5K	0.5%	48
2020 Q1	$1.11M	Sell	18,501 -7,150	-28%	-$466K	0.55%	49
2019 Q4	$1.63M	Sell	25,651 -900	-3%	-$56.3K	0.54%	51
2019 Q3	$1.72M	Sell	26,551 -100	-0.4%	-$6.23K	0.61%	46
2019 Q2	$1.58M	Hold	26,651	–	–	0.55%	51
2019 Q1	$1.5M	Sell	26,651 -100	-0.4%	-$5.32K	0.53%	53
2018 Q4	$1.32M	Sell	26,751 -100	-0.4%	-$5.01K	0.54%	55
2018 Q3	$1.27M	Sell	26,851 -250	-0.9%	-$11.8K	0.43%	62
2018 Q2	$1.24M	Sell	27,101 -500	-2%	-$22.4K	0.44%	59
2018 Q1	$1.25M	Sell	27,601 -200	-0.7%	-$8.91K	0.46%	59
2017 Q4	$1.34M	Hold	27,801	–	–	0.5%	58
2017 Q3	$1.31M	Sell	27,801 -400	-1%	-$19.2K	0.5%	55
2017 Q2	$1.29M	Hold	28,201	–	–	0.49%	58
2017 Q1	$1.25M	Sell	28,201 -1,000	-3%	-$42.4K	0.46%	62
2016 Q4	$1.19M	Sell	29,201 -100	-0.3%	-$4K	0.43%	62
2016 Q3	$1.21M	Hold	29,301	–	–	0.45%	64
2016 Q2	$1.31M	Sell	29,301 -200	-0.7%	-$8.28K	0.5%	57
2016 Q1	$1.23M	Buy	29,501 +1,600	+6%	+$62.4K	0.49%	57
2015 Q4	$1M	Sell	27,901 -5,300	-16%	-$189K	0.4%	67
2015 Q3	$1.18M	Buy	33,201 +500	+2%	+$17K	0.49%	60
2015 Q2	$1.05M	Sell	32,701 -1,100	-3%	-$37K	0.39%	67
2015 Q1	$1.18M	Sell	33,801 -500	-1%	-$17.9K	0.42%	65
2014 Q4	$1.23M	Sell	34,301 -2,200	-6%	-$73.9K	0.44%	61
2014 Q3	$1.11M	Hold	36,501	–	–	0.39%	66
2014 Q2	$1.18M	Hold	36,501	–	–	0.4%	62
2014 Q1	$1.11M	Sell	36,501 -500	-1%	-$14.6K	0.4%	60
2013 Q4	$1.03M	Sell	37,001 -2,000	-5%	-$56.5K	0.4%	57
2013 Q3	$1.08M	Sell	39,001 -400	-1%	-$11.4K	0.44%	57
2013 Q2	$1.12M	Buy	+39,401	New	+$1.18M	0.48%	54

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WealthTrust Axiom's XEL Position: Q2 2026 in Review

WealthTrust Axiom reduced its Xcel Energy (XEL) stake by 0.75% in Q2 2026, selling an estimated $7.98K and leaving 13,151 shares worth $1.06M. The position accounts for 0.24% of the portfolio, ranked #92.

WealthTrust Axiom first reported a position in XEL in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.72M in Q3 2019. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

WealthTrust Axiom held 13,151 shares of Xcel Energy worth $1.06M as of Q2 2026.
WealthTrust Axiom sold 100 Xcel Energy shares in Q2 2026, an estimated $7.98K.
Xcel Energy made up 0.24% of WealthTrust Axiom's portfolio in Q2 2026, its #92 holding.
WealthTrust Axiom first reported a position in Xcel Energy in Q2 2013 and has held it in 53 quarters since.
WealthTrust Axiom's Xcel Energy position peaked at $1.72M in Q3 2019.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.