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Blue Chip Partners’s Xcel Energy XEL Stock Holding History

Blue Chip Partners’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 		$17M Buy
212,165
+1,905
+0.9% +$152K 1.08% 32
2026
Q1 		$16.7M Buy
210,260
+4,938
+2% +$387K 1.2% 34
2025
Q4 		$15.2M Buy
205,322
+747
+0.4% +$58.9K 1.1% 34
2025
Q3 		$16.5M Sell
204,575
-2,487
-1% -$180K 1.23% 35
2025
Q2 		$14.1M Sell
207,062
-1,879
-0.9% -$130K 1.15% 33
2025
Q1 		$14.8M Buy
208,941
+8,411
+4% +$573K 1.28% 27
2024
Q4 		$13.5M Buy
200,530
+1,934
+1% +$130K 1.16% 32
2024
Q3 		$13M Buy
+198,596
New +$11.8M 1.13% 33

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

Blue Chip Partners's XEL Position: Q2 2026 in Review

Blue Chip Partners increased its Xcel Energy (XEL) stake by 0.91% in Q2 2026, buying an estimated $152K and bringing the position to 212,165 shares worth $17M. The position accounts for 1.08% of the portfolio, ranked #32.

Blue Chip Partners first reported a position in XEL in Q3 2024 and has held it in 8 quarters since. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Blue Chip Partners held 212,165 shares of Xcel Energy worth $17M as of Q2 2026.
  • Blue Chip Partners bought 1,905 Xcel Energy shares in Q2 2026, an estimated $152K.
  • Xcel Energy made up 1.08% of Blue Chip Partners's portfolio in Q2 2026, its #32 holding.
  • Blue Chip Partners first reported a position in Xcel Energy in Q3 2024 and has held it in 8 quarters since.
  • 1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Blue Chip Partners's 13F filing for Q2 2026, filed 14 Aug 2026.