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Wellspring Financial Advisors’s Xcel Energy XEL Stock Holding History

Wellspring Financial Advisors’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 		$237K Sell
2,955
-1
-0% -$80 0.02% 245
2026
Q1 		$235K Sell
2,956
-800
-21% -$62.7K 0.02% 246
2025
Q4 		$278K Buy
+3,756
New +$296K 0.02% 210

Other funds holding XEL

Assenagon Asset Management
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
PL
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Wellspring Financial Advisors's XEL Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Xcel Energy (XEL) stake by 0.03% in Q2 2026, selling an estimated $80 and leaving 2,955 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #245.

Wellspring Financial Advisors first reported a position in XEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $278K in Q4 2025. 355 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Wellspring Financial Advisors held 2,955 shares of Xcel Energy worth $237K as of Q2 2026.
  • Wellspring Financial Advisors sold 1 Xcel Energy share in Q2 2026, an estimated $80.
  • Xcel Energy made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #245 holding.
  • Wellspring Financial Advisors first reported a position in Xcel Energy in Q4 2025 and has held it in 3 quarters since.
  • Wellspring Financial Advisors's Xcel Energy position peaked at $278K in Q4 2025.
  • 355 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.