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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brighton Jones LLC's XEL Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in Xcel Energy (XEL) in Q1 2026: 5,147 shares worth $409K. The stake represents 0.01% of the portfolio and ranks #783 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in XEL as recently as Q3 2025.

Brighton Jones LLC first reported a position in XEL in Q4 2022 and has held it in 7 quarters since. 1,269 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Brighton Jones LLC held 5,147 shares of Xcel Energy worth $409K as of Q1 2026.
Xcel Energy was a new Brighton Jones LLC position in Q1 2026.
Xcel Energy made up 0.01% of Brighton Jones LLC's portfolio in Q1 2026, its #783 holding.
Brighton Jones LLC first reported a position in Xcel Energy in Q4 2022 and has held it in 7 quarters since.
1,269 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.