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Brookstone Capital Management’s Xcel Energy XEL Stock Holding History

Brookstone Capital Management’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 		$612K Sell
7,618
-193
-2% -$15.4K 0.01% 873
2026
Q1 		$620K Sell
7,811
-4,935
-39% -$387K 0.01% 801
2025
Q4 		$941K Buy
12,746
+6,339
+99% +$500K 0.01% 647
2025
Q3 		$517K Buy
6,407
+18
+0.3% +$1.3K 0.01% 807
2025
Q2 		$435K Buy
6,389
+597
+10% +$41.4K 0.01% 779
2025
Q1 		$410K Sell
5,792
-274
-5% -$18.7K 0.01% 756
2024
Q4 		$410K Buy
6,066
+343
+6% +$23K 0.01% 745
2024
Q3 		$374K Buy
5,723
+238
+4% +$14.1K 0.01% 767
2024
Q2 		$303K Buy
5,485
+37
+0.7% +$2.01K 0.01% 787
2024
Q1 		$293K Sell
5,448
-695
-11% -$39.7K 0.01% 778
2023
Q4 		$380K Buy
6,143
+676
+12% +$40.6K 0.01% 653
2023
Q3 		$323K Sell
5,467
-183
-3% -$11K 0.01% 673
2023
Q2 		$356K Sell
5,650
-189
-3% -$12.6K 0.01% 654
2023
Q1 		$411K Buy
5,839
+488
+9% +$32.9K 0.01% 634
2022
Q4 		$381K Buy
5,351
+453
+9% +$30.1K 0.01% 649
2022
Q3 		$284K Buy
4,898
+155
+3% +$11.3K 0.01% 670
2022
Q2 		$330K Buy
4,743
+1,592
+51% +$116K 0.01% 627
2022
Q1 		$234K Sell
3,151
-506
-14% -$34.8K ﹤0.01% 697
2021
Q4 		$253K Sell
3,657
-666
-15% -$43.4K ﹤0.01% 667
2021
Q3 		$278K Sell
4,323
-884
-17% -$59.7K 0.01% 619
2021
Q2 		$352K Buy
5,207
+858
+20% +$59.7K 0.01% 552
2021
Q1 		$289K Hold
4,349
– – 0.01% 407
2020
Q4 		$290K Buy
4,349
+13
+0.3% +$906 0.01% 387
2020
Q3 		$299K Hold
4,336
– – 0.01% 339
2020
Q2 		$271K Hold
4,336
– – 0.02% 299
2020
Q1 		$261K Buy
+4,336
New +$283K 0.02% 274
2015
Q3 		– Sell
-367
Closed -$12K – 2163
2015
Q2 		$12K Buy
+367
New +$12.3K ﹤0.01% 1110

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

Brookstone Capital Management's XEL Position: Q2 2026 in Review

Brookstone Capital Management reduced its Xcel Energy (XEL) stake by 2.5% in Q2 2026, selling an estimated $15.4K and leaving 7,618 shares worth $612K. The position accounts for 0.01% of the portfolio, ranked #873.

Brookstone Capital Management first reported a position in XEL in Q2 2015 and has held it in 27 quarters since. The position peaked at $941K in Q4 2025. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Brookstone Capital Management held 7,618 shares of Xcel Energy worth $612K as of Q2 2026.
  • Brookstone Capital Management sold 193 Xcel Energy shares in Q2 2026, an estimated $15.4K.
  • Xcel Energy made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #873 holding.
  • Brookstone Capital Management first reported a position in Xcel Energy in Q2 2015 and has held it in 27 quarters since.
  • Brookstone Capital Management's Xcel Energy position peaked at $941K in Q4 2025.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.