XPN
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XY Planning Network’s Xcel Energy XEL Stock Holding History

XY Planning Network’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 		$226K Buy
2,811
+126
+5% +$10.1K 0.03% 322
2026
Q1 		$214K Buy
+2,685
New +$211K 0.03% 267

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

XY Planning Network's XEL Position: Q2 2026 in Review

XY Planning Network increased its Xcel Energy (XEL) stake by 4.7% in Q2 2026, buying an estimated $10.1K and bringing the position to 2,811 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #322.

XY Planning Network first reported a position in XEL in Q1 2026 and has held it in 2 quarters since. 353 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • XY Planning Network held 2,811 shares of Xcel Energy worth $226K as of Q2 2026.
  • XY Planning Network bought 126 Xcel Energy shares in Q2 2026, an estimated $10.1K.
  • Xcel Energy made up 0.03% of XY Planning Network's portfolio in Q2 2026, its #322 holding.
  • XY Planning Network first reported a position in Xcel Energy in Q1 2026 and has held it in 2 quarters since.
  • 353 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.