Wilkerson Advisory Group’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
Other funds holding XEL
Wilkerson Advisory Group's XEL Position: Q2 2026 in Review
Wilkerson Advisory Group increased its Xcel Energy (XEL) stake by 18% in Q2 2026, buying an estimated $2K and bringing the position to 166 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #389.
Wilkerson Advisory Group first reported a position in XEL in Q4 2025 and has held it in 3 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- Wilkerson Advisory Group held 166 shares of Xcel Energy worth $13.3K as of Q2 2026.
- Wilkerson Advisory Group bought 25 Xcel Energy shares in Q2 2026, an estimated $2K.
- Xcel Energy made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #389 holding.
- Wilkerson Advisory Group first reported a position in Xcel Energy in Q4 2025 and has held it in 3 quarters since.
- 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.