Westfuller Advisors’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$124K Sell
1,535
-27
-2% -$2.15K 0.05% 203
2026
Q1
$125K Sell
1,562
-12
-0.8% -$941 0.05% 180
2025
Q4
$117K Sell
1,574
-19
-1% -$1.5K 0.05% 207
2025
Q3
$129K Buy
+1,593
New +$115K 0.06% 191

Other funds holding XEL

Westfuller Advisors's XEL Position: Q2 2026 in Review

Westfuller Advisors reduced its Xcel Energy (XEL) stake by 1.7% in Q2 2026, selling an estimated $2.15K and leaving 1,535 shares worth $124K. The position accounts for 0.05% of the portfolio, ranked #203.

Westfuller Advisors first reported a position in XEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $129K in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Westfuller Advisors held 1,535 shares of Xcel Energy worth $124K as of Q2 2026.
  • Westfuller Advisors sold 27 Xcel Energy shares in Q2 2026, an estimated $2.15K.
  • Xcel Energy made up 0.05% of Westfuller Advisors's portfolio in Q2 2026, its #203 holding.
  • Westfuller Advisors first reported a position in Xcel Energy in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's Xcel Energy position peaked at $129K in Q3 2025.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.