BLC
XEL icon

Brown, Lisle/Cummings’s Xcel Energy XEL Stock Holding History

Brown, Lisle/Cummings’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 		$71.7K Hold
902
– – 0.02% 313
2025
Q4 		$66.6K Hold
902
– – 0.02% 314
2025
Q3 		$72.7K Hold
902
– – 0.02% 303
2025
Q2 		$61.4K Hold
902
– – 0.02% 314
2025
Q1 		$63.9K Hold
902
– – 0.02% 307
2024
Q4 		$60.9K Hold
902
– – 0.02% 308
2024
Q3 		$58.9K Hold
902
– – 0.02% 301
2024
Q2 		$48.2K Hold
902
– – 0.02% 314
2024
Q1 		$48.5K Hold
902
– – 0.02% 295
2023
Q4 		$55.8K Buy
902
+592
+191% +$35.5K 0.02% 279
2023
Q3 		$17.7K Hold
310
– – 0.01% 349
2023
Q2 		$19.3K Hold
310
– – 0.01% 342
2023
Q1 		$20.9K Hold
310
– – 0.01% 327
2022
Q4 		$21.7K Hold
310
– – 0.01% 319
2022
Q3 		$19.8K Hold
310
– – 0.01% 318
2022
Q2 		$21.9K Hold
310
– – 0.01% 319
2022
Q1 		$22.4K Hold
310
– – 0.01% 328
2021
Q4 		$21K Buy
+310
New +$20.2K 0.01% 331

Other funds holding XEL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return