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YANKCOM Partnership’s Xcel Energy XEL Stock Holding History

YANKCOM Partnership’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 		– Sell
-136
Closed -$10.8K – 385
2026
Q1 		$10.8K Buy
+136
New +$10.7K ﹤0.01% 266
2025
Q3 		– Sell
-25
Closed -$1.7K – 335
2025
Q2 		$1.7K Buy
25
+18
+257% +$1.25K ﹤0.01% 283
2025
Q1 		$496 Hold
7
– – ﹤0.01% 279
2024
Q4 		$473 Buy
+7
New +$470 ﹤0.01% 261

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

YANKCOM Partnership's XEL Position: Q2 2026 in Review

YANKCOM Partnership sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 136 shares — an estimated $10.8K sold.

YANKCOM Partnership first reported a position in XEL in Q4 2024 and held it in 4 quarters. The position peaked at $10.8K in Q1 2026. 721 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • YANKCOM Partnership reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
  • YANKCOM Partnership sold 136 Xcel Energy shares in Q2 2026, an estimated $10.8K.
  • YANKCOM Partnership first reported a position in Xcel Energy in Q4 2024 and held it in 4 quarters.
  • YANKCOM Partnership's Xcel Energy position peaked at $10.8K in Q1 2026.
  • 721 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.