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Bleakley Financial Group’s Xcel Energy XEL Stock Holding History

Bleakley Financial Group’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 		$2.02M Sell
25,105
-784
-3% -$62.6K 0.03% 466
2026
Q1 		$2.06M Sell
25,889
-3,060
-11% -$240K 0.03% 383
2025
Q4 		$2.14M Buy
28,949
+131
+0.5% +$10.3K 0.04% 337
2025
Q3 		$2.32M Buy
28,818
+766
+3% +$55.4K 0.05% 272
2025
Q2 		$1.91M Buy
28,052
+3,099
+12% +$215K 0.05% 278
2025
Q1 		$1.77M Buy
24,953
+1,106
+5% +$75.3K 0.06% 257
2024
Q4 		$1.61M Buy
23,847
+2,282
+11% +$153K 0.05% 299
2024
Q3 		$1.41M Sell
21,565
-1,442
-6% -$85.5K 0.04% 323
2024
Q2 		$1.23M Buy
23,007
+8,629
+60% +$469K 0.04% 376
2024
Q1 		$773K Sell
14,378
-1,662
-10% -$94.9K 0.02% 492
2023
Q4 		$993K Buy
16,040
+9,222
+135% +$553K 0.03% 401
2023
Q3 		$390K Sell
6,818
-4,987
-42% -$300K 0.01% 606
2023
Q2 		$734K Buy
11,805
+2,690
+30% +$180K 0.02% 487
2023
Q1 		$615K Buy
9,115
+721
+9% +$48.7K 0.02% 515
2022
Q4 		$589K Buy
+8,394
New +$558K 0.02% 510

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

Bleakley Financial Group's XEL Position: Q2 2026 in Review

Bleakley Financial Group reduced its Xcel Energy (XEL) stake by 3% in Q2 2026, selling an estimated $62.6K and leaving 25,105 shares worth $2.02M. The position accounts for 0.03% of the portfolio, ranked #466.

Bleakley Financial Group first reported a position in XEL in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.32M in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Bleakley Financial Group held 25,105 shares of Xcel Energy worth $2.02M as of Q2 2026.
  • Bleakley Financial Group sold 784 Xcel Energy shares in Q2 2026, an estimated $62.6K.
  • Xcel Energy made up 0.03% of Bleakley Financial Group's portfolio in Q2 2026, its #466 holding.
  • Bleakley Financial Group first reported a position in Xcel Energy in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's Xcel Energy position peaked at $2.32M in Q3 2025.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.