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Blue Trust Inc’s Xcel Energy XEL Stock Holding History

Blue Trust 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 		$372K Sell
4,639
-1,345
-22% -$107K ﹤0.01% 572
2026
Q1 		$475K Sell
5,984
-2,229
-27% -$175K 0.01% 492
2025
Q4 		$607K Sell
8,213
-726
-8% -$57.3K 0.01% 420
2025
Q3 		$721K Buy
8,939
+31
+0.3% +$2.24K 0.01% 372
2025
Q2 		$607K Buy
8,908
+1,484
+20% +$103K 0.01% 394
2025
Q1 		$526K Buy
7,424
+895
+14% +$60.9K 0.01% 398
2024
Q4 		$441K Sell
6,529
-291
-4% -$19.5K 0.01% 407
2024
Q3 		$364K Buy
6,820
+2,203
+48% +$131K ﹤0.01% 592
2024
Q2 		$248K Buy
4,617
+960
+26% +$52.2K ﹤0.01% 626
2024
Q1 		$197K Buy
3,657
+327
+10% +$18.7K ﹤0.01% 509
2023
Q4 		$191K Sell
3,330
-1,524
-31% -$91.4K ﹤0.01% 459
2023
Q3 		$302K Buy
4,854
+1,736
+56% +$104K ﹤0.01% 343
2023
Q2 		$210K Sell
3,118
-3,045
-49% -$203K ﹤0.01% 356
2023
Q1 		$432K Buy
6,163
+995
+19% +$67.1K 0.01% 325
2022
Q4 		$331K Buy
5,168
+3,602
+230% +$240K 0.01% 334
2022
Q3 		$111K Buy
1,566
+136
+10% +$9.9K ﹤0.01% 501
2022
Q2 		$103K Buy
+1,430
New +$104K ﹤0.01% 487

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 Trust Inc's XEL Position: Q2 2026 in Review

Blue Trust Inc reduced its Xcel Energy (XEL) stake by 22% in Q2 2026, selling an estimated $107K and leaving 4,639 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Blue Trust Inc first reported a position in XEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $721K in Q3 2025. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Blue Trust Inc held 4,639 shares of Xcel Energy worth $372K as of Q2 2026.
  • Blue Trust Inc sold 1,345 Xcel Energy shares in Q2 2026, an estimated $107K.
  • Xcel Energy made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #572 holding.
  • Blue Trust Inc first reported a position in Xcel Energy in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Xcel Energy position peaked at $721K in Q3 2025.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.