BOK Financial’s Xcel Energy XEL Stock Holding History

BOK Financial’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	$1.35M	Sell	16,761 -347	-2%	-$27.7K	0.02%	392
2026 Q1	$1.36M	Sell	17,108 -1,473	-8%	-$116K	0.02%	379
2025 Q4	$1.37M	Sell	18,581 -2,856	-13%	-$225K	0.02%	376
2025 Q3	$1.73M	Sell	21,437 -5,112	-19%	-$370K	0.03%	368
2025 Q2	$1.81M	Sell	26,549 -1,098	-4%	-$76.1K	0.03%	365
2025 Q1	$1.96M	Sell	27,647 -954	-3%	-$64.9K	0.03%	337
2024 Q4	$1.81M	Sell	28,601 -228	-0.8%	-$15.3K	0.03%	359
2024 Q3	$1.86M	Sell	28,829 -916	-3%	-$54.3K	0.03%	351
2024 Q2	$1.59M	Buy	29,745 +5,067	+21%	+$276K	0.03%	401
2024 Q1	$1.31M	Buy	24,678 +3,806	+18%	+$217K	0.02%	444
2023 Q4	$1.29M	Sell	20,872 -3,427	-14%	-$206K	0.03%	420
2023 Q3	$1.44M	Buy	24,299 +1,525	+7%	+$91.7K	0.03%	378
2023 Q2	$1.42M	Sell	22,774 -967	-4%	-$64.6K	0.03%	403
2023 Q1	$1.6M	Sell	23,741 -8,520	-26%	-$575K	0.03%	384
2022 Q4	$2.26M	Buy	32,261 +9,260	+40%	+$616K	0.04%	347
2022 Q3	$1.47M	Buy	23,001 +10,089	+78%	+$734K	0.03%	418
2022 Q2	$914K	Sell	12,912 -801	-6%	-$58.3K	0.02%	541
2022 Q1	$990K	Buy	13,713 +542	+4%	+$37.2K	0.02%	573
2021 Q4	$892K	Sell	13,171 -167	-1%	-$10.9K	0.01%	606
2021 Q3	$833K	Buy	+13,338	New	+$901K	0.01%	620
2021 Q1	$1.43M	Sell	21,549 -7,021	-25%	-$444K	0.03%	461
2020 Q4	$1.91M	Buy	28,570 +3,449	+14%	+$240K	0.04%	372
2020 Q3	$1.73M	Buy	25,121 +12,988	+107%	+$886K	0.04%	352
2020 Q2	$758K	Buy	12,133 +279	+2%	+$17.6K	0.02%	518
2020 Q1	$715K	Sell	11,854 -1,067	-8%	-$69.5K	0.02%	487
2019 Q4	$821K	Sell	12,921 -36,549	-74%	-$2.29M	0.02%	564
2019 Q3	$3.21M	Sell	49,470 -17,650	-26%	-$1.1M	0.08%	261
2019 Q2	$3.99M	Sell	67,120 -3,717	-5%	-$214K	0.1%	227
2019 Q1	$3.98M	Buy	70,837 +862	+1%	+$45.9K	0.1%	228
2018 Q4	$3.45M	Sell	69,975 -8,122	-10%	-$407K	0.1%	228
2018 Q3	$3.69M	Buy	78,097 +2,016	+3%	+$95.2K	0.09%	255
2018 Q2	$3.48M	Buy	76,081 +2,673	+4%	+$120K	0.09%	253
2018 Q1	$3.34M	Buy	73,408 +13,109	+22%	+$584K	0.09%	256
2017 Q4	$2.9M	Sell	60,299 -656	-1%	-$32.6K	0.08%	279
2017 Q3	$2.88M	Sell	60,955 -3,308	-5%	-$159K	0.08%	261
2017 Q2	$2.95M	Sell	64,263 -36	-0.1%	-$1.66K	0.09%	234
2017 Q1	$2.86M	Buy	64,299 +31,976	+99%	+$1.35M	0.09%	250
2016 Q4	$1.31M	Buy	32,323 +6,198	+24%	+$248K	0.04%	399
2016 Q3	$1.07M	Buy	26,125 +8,299	+47%	+$355K	0.04%	463
2016 Q2	$798K	Sell	17,826 -1,096	-6%	-$45.4K	0.03%	491
2016 Q1	$791K	Buy	18,922 +2,865	+18%	+$112K	0.03%	478
2015 Q4	$576K	Buy	16,057 +2	+0%	+$71	0.02%	543
2015 Q3	$569K	Buy	16,055 +75	+0.5%	+$2.55K	0.02%	540
2015 Q2	$514K	Sell	15,980 -172	-1%	-$5.79K	0.02%	579
2015 Q1	$562K	Sell	16,152 -69,208	-81%	-$2.47M	0.02%	534
2014 Q4	$3.07M	Buy	85,360 +64,183	+303%	+$2.16M	0.11%	218
2014 Q3	$644K	Sell	21,177 -4,537	-18%	-$142K	0.02%	525
2014 Q2	$829K	Sell	25,714 -435	-2%	-$13.5K	0.03%	488
2014 Q1	$794K	Buy	26,149 +62	+0.2%	+$1.81K	0.03%	494
2013 Q4	$728K	Buy	26,087 +1,538	+6%	+$43.4K	0.02%	511
2013 Q3	$678K	Sell	24,549 -128,520	-84%	-$3.67M	0.02%	497
2013 Q2	$4.34M	Buy	+153,069	New	+$4.57M	0.16%	131

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BOK Financial's XEL Position: Q2 2026 in Review

BOK Financial reduced its Xcel Energy (XEL) stake by 2% in Q2 2026, selling an estimated $27.7K and leaving 16,761 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #392.

BOK Financial first reported a position in XEL in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.34M in Q2 2013. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

BOK Financial held 16,761 shares of Xcel Energy worth $1.35M as of Q2 2026.
BOK Financial sold 347 Xcel Energy shares in Q2 2026, an estimated $27.7K.
Xcel Energy made up 0.02% of BOK Financial's portfolio in Q2 2026, its #392 holding.
BOK Financial first reported a position in Xcel Energy in Q2 2013 and has held it in 52 quarters since.
BOK Financial's Xcel Energy position peaked at $4.34M in Q2 2013.
1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.