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Benjamin Edwards Inc’s Xcel Energy XEL Stock Holding History

Benjamin Edwards Inc’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 		$1.43M Sell
17,861
-7,542
-30% -$602K 0.01% 679
2026
Q1 		$2.02M Buy
25,403
+5,145
+25% +$404K 0.02% 544
2025
Q4 		$1.5M Sell
20,258
-1,401
-6% -$110K 0.02% 594
2025
Q3 		$1.75M Buy
21,659
+452
+2% +$32.7K 0.02% 523
2025
Q2 		$1.44M Buy
21,207
+2,717
+15% +$188K 0.02% 526
2025
Q1 		$1.31M Buy
18,490
+1,885
+11% +$128K 0.02% 508
2024
Q4 		$1.12M Buy
16,605
+183
+1% +$12.3K 0.02% 576
2024
Q3 		$1.07M Buy
16,422
+16,388
+48,200% +$972K 0.02% 580
2024
Q2 		$2K Hold
34
– – ﹤0.01% 665
2024
Q1 		$2K Sell
34
-57,105
-100% -$3.26M ﹤0.01% 697
2023
Q4 		$3.54M Sell
57,139
-2,222
-4% -$133K 0.77% 28
2023
Q3 		$3.4M Sell
59,361
-2,543
-4% -$153K 0.8% 31
2023
Q2 		$3.85M Buy
61,904
+7,287
+13% +$486K 0.89% 24
2023
Q1 		$3.68M Buy
54,617
+2,024
+4% +$137K 0.9% 25
2022
Q4 		$3.69M Buy
52,593
+486
+0.9% +$32.3K 0.97% 22
2022
Q3 		$3.33M Buy
52,107
+358
+0.7% +$26.1K 1% 20
2022
Q2 		$3.66M Sell
51,749
-13,547
-21% -$986K 1.08% 14
2022
Q1 		$4.71M Buy
65,296
+2,779
+4% +$191K 1.37% 8
2021
Q4 		$4.23M Buy
62,517
+42,090
+206% +$2.74M 1.37% 8
2021
Q3 		$1.28M Buy
20,427
+9,231
+82% +$624K 0.78% 26
2021
Q2 		$738K Sell
11,196
-217
-2% -$15.1K 0.51% 80
2021
Q1 		$759K Sell
11,413
-2,419
-17% -$153K 0.58% 70
2020
Q4 		$922K Buy
13,832
+1,074
+8% +$74.8K 0.72% 47
2020
Q3 		$880K Sell
12,758
-506
-4% -$34.5K 0.73% 47
2020
Q2 		$829K Buy
13,264
+263
+2% +$16.6K 0.69% 51
2020
Q1 		$784K Buy
13,001
+10,616
+445% +$692K 0.81% 32
2019
Q4 		$151K Buy
2,385
+161
+7% +$10.1K 0.31% 75
2019
Q3 		$144K Buy
2,224
+194
+10% +$12.1K 0.31% 72
2019
Q2 		$121K Sell
2,030
-90
-4% -$5.17K 0.29% 77
2019
Q1 		$119K Buy
+2,120
New +$113K 0.57% 38

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

Benjamin Edwards Inc's XEL Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Xcel Energy (XEL) stake by 30% in Q2 2026, selling an estimated $602K and leaving 17,861 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #679.

Benjamin Edwards Inc first reported a position in XEL in Q1 2019 and has held it in 30 quarters since. The position peaked at $4.71M in Q1 2022. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Benjamin Edwards Inc held 17,861 shares of Xcel Energy worth $1.43M as of Q2 2026.
  • Benjamin Edwards Inc sold 7,542 Xcel Energy shares in Q2 2026, an estimated $602K.
  • Xcel Energy made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #679 holding.
  • Benjamin Edwards Inc first reported a position in Xcel Energy in Q1 2019 and has held it in 30 quarters since.
  • Benjamin Edwards Inc's Xcel Energy position peaked at $4.71M in Q1 2022.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.