Brighton Jones LLC’s Xcel Energy XEL Stock Holding History

Brighton Jones LLC’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	$448K	Buy	5,573 +426	+8%	+$34K	0.01%	842
2026 Q1	$409K	Buy	+5,147	New	+$404K	0.01%	783
2025 Q4	–	Sell	-4,786	Closed	-$386K	–	984
2025 Q3	$386K	Sell	4,786 -130	-3%	-$9.4K	0.01%	719
2025 Q2	$335K	Sell	4,916 -17	-0.3%	-$1.18K	0.01%	677
2025 Q1	$349K	Buy	4,933 +1,384	+39%	+$94.2K	0.01%	489
2024 Q4	$240K	Buy	+3,549	New	+$238K	0.01%	596
2023 Q2	–	Sell	-2,974	Closed	-$201K	–	569
2023 Q1	$201K	Sell	2,974 -78	-3%	-$5.26K	0.01%	483
2022 Q4	$214K	Buy	+3,052	New	+$203K	0.01%	418

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 $3.38T AUM 44.17% 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

Brighton Jones LLC's XEL Position: Q2 2026 in Review

Brighton Jones LLC increased its Xcel Energy (XEL) stake by 8.3% in Q2 2026, buying an estimated $34K and bringing the position to 5,573 shares worth $448K. The position accounts for 0.01% of the portfolio, ranked #842.

Brighton Jones LLC first reported a position in XEL in Q4 2022 and has held it in 8 quarters since. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Brighton Jones LLC held 5,573 shares of Xcel Energy worth $448K as of Q2 2026.
Brighton Jones LLC bought 426 Xcel Energy shares in Q2 2026, an estimated $34K.
Xcel Energy made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #842 holding.
Brighton Jones LLC first reported a position in Xcel Energy in Q4 2022 and has held it in 8 quarters since.
1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.