WWM
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Western Wealth Management’s Xcel Energy XEL Stock Holding History

Western Wealth Management’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 		$1.47M Sell
18,302
-544
-3% -$43.4K 0.05% 370
2026
Q1 		$1.5M Sell
18,846
-642
-3% -$50.4K 0.06% 337
2025
Q4 		$1.44M Buy
19,488
+5,658
+41% +$446K 0.07% 275
2025
Q3 		$1.12M Sell
13,830
-15
-0.1% -$1.08K 0.06% 285
2025
Q2 		$943K Sell
13,845
-326
-2% -$22.6K 0.06% 292
2025
Q1 		$1M Sell
14,171
-725
-5% -$49.4K 0.07% 251
2024
Q4 		$1.01M Sell
14,896
-442
-3% -$29.6K 0.05% 316
2024
Q3 		$1M Sell
15,338
-1,545
-9% -$91.6K 0.06% 316
2024
Q2 		$902K Sell
16,883
-296
-2% -$16.1K 0.07% 247
2024
Q1 		$923K Sell
17,179
-3,793
-18% -$217K 0.07% 242
2023
Q4 		$1.3M Buy
20,972
+3,209
+18% +$193K 0.09% 227
2023
Q3 		$1.02M Buy
17,763
+1,276
+8% +$76.7K 0.09% 245
2023
Q2 		$1.02M Buy
16,487
+700
+4% +$46.7K 0.09% 236
2023
Q1 		$1.06M Buy
15,787
+1,145
+8% +$77.3K 0.1% 222
2022
Q4 		$1.03M Sell
14,642
-2,752
-16% -$183K 0.1% 215
2022
Q3 		$1.12M Buy
17,394
+699
+4% +$50.9K 0.06% 285
2022
Q2 		$1.17M Buy
16,695
+666
+4% +$48.5K 0.07% 273
2022
Q1 		$1.16M Buy
16,029
+4,166
+35% +$286K 0.06% 313
2021
Q4 		$803K Buy
+11,863
New +$773K 0.08% 237
2021
Q2 		$1M Buy
15,252
+745
+5% +$51.9K 0.1% 206
2021
Q1 		$965K Sell
14,507
-225
-2% -$14.2K 0.13% 168
2020
Q4 		$982K Sell
14,732
-1,068
-7% -$74.4K 0.14% 160
2020
Q3 		$1.09M Sell
15,800
-915
-5% -$62.4K 0.18% 130
2020
Q2 		$1.05M Buy
16,715
+1,896
+13% +$119K 0.19% 126
2020
Q1 		$892K Sell
14,819
-21,898
-60% -$1.43M 0.2% 116
2019
Q4 		$2.31M Buy
36,717
+18,427
+101% +$1.15M 0.35% 61
2019
Q3 		$1.18M Sell
18,290
-36,405
-67% -$2.27M 0.25% 101
2019
Q2 		$3.1M Buy
54,695
+38,568
+239% +$2.22M 0.41% 49
2019
Q1 		$908K Buy
16,127
+514
+3% +$27.3K 0.2% 124
2018
Q4 		$772K Buy
+15,613
New +$783K 0.21% 120

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

Western Wealth Management's XEL Position: Q2 2026 in Review

Western Wealth Management reduced its Xcel Energy (XEL) stake by 2.9% in Q2 2026, selling an estimated $43.4K and leaving 18,302 shares worth $1.47M. The position accounts for 0.05% of the portfolio, ranked #370.

Western Wealth Management first reported a position in XEL in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.1M in Q2 2019. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Western Wealth Management held 18,302 shares of Xcel Energy worth $1.47M as of Q2 2026.
  • Western Wealth Management sold 544 Xcel Energy shares in Q2 2026, an estimated $43.4K.
  • Xcel Energy made up 0.05% of Western Wealth Management's portfolio in Q2 2026, its #370 holding.
  • Western Wealth Management first reported a position in Xcel Energy in Q4 2018 and has held it in 30 quarters since.
  • Western Wealth Management's Xcel Energy position peaked at $3.1M in Q2 2019.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.