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 Q2	$72.4K	Hold	902	–	–	0.02%	337
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 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

Brown, Lisle/Cummings's XEL Position: Q2 2026 in Review

Brown, Lisle/Cummings held its Xcel Energy (XEL) position steady in Q2 2026 at 902 shares worth $72.4K. The position accounts for 0.02% of the portfolio, ranked #337.

Brown, Lisle/Cummings first reported a position in XEL in Q4 2021 and has held it in 19 quarters since. The position peaked at $72.7K in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Brown, Lisle/Cummings held 902 shares of Xcel Energy worth $72.4K as of Q2 2026.
Brown, Lisle/Cummings left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.02% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #337 holding.
Brown, Lisle/Cummings first reported a position in Xcel Energy in Q4 2021 and has held it in 19 quarters since.
Brown, Lisle/Cummings's Xcel Energy position peaked at $72.7K in Q3 2025.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.