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Citizens Financial Group’s Xcel Energy XEL Stock Holding History

Citizens Financial Group’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 		$1.08M Buy
13,474
+3,844
+40% +$307K 0.01% 430
2026
Q1 		$765K Sell
9,630
-1,752
-15% -$137K 0.01% 443
2025
Q4 		$841K Buy
11,382
+323
+3% +$25.5K 0.01% 432
2025
Q3 		$892K Buy
11,059
+3,975
+56% +$288K 0.01% 417
2025
Q2 		$482K Buy
7,084
+2,122
+43% +$147K 0.01% 481
2025
Q1 		$351K Buy
4,962
+1,811
+57% +$123K 0.01% 473
2024
Q4 		$213K Buy
+3,151
New +$211K ﹤0.01% 544
2020
Q3 		– Sell
-305
Closed -$19K – 957
2020
Q2 		$19K Buy
305
+2
+0.7% +$126 ﹤0.01% 637
2020
Q1 		$18K Sell
303
-71
-19% -$4.63K ﹤0.01% 624
2019
Q4 		$24K Buy
374
+260
+228% +$16.3K ﹤0.01% 583
2019
Q3 		$7K Buy
114
+4
+4% +$249 ﹤0.01% 633
2019
Q2 		$7K Hold
110
– – ﹤0.01% 626
2019
Q1 		$6K Buy
+110
New +$5.85K ﹤0.01% 589
2018
Q3 		– Sell
-85
Closed -$4K – 589
2018
Q2 		$4K Buy
+85
New +$3.81K ﹤0.01% 463
2017
Q3 		– Sell
-3,100
Closed -$142K – 537
2017
Q2 		$142K Hold
3,100
– – 0.01% 257
2017
Q1 		$138K Hold
3,100
– – 0.01% 259
2016
Q4 		$126K Hold
3,100
– – 0.01% 263
2016
Q3 		$128K Hold
3,100
– – 0.01% 269
2016
Q2 		$139K Hold
3,100
– – 0.01% 262
2016
Q1 		$130K Sell
3,100
-35
-1% -$1.36K 0.01% 263
2015
Q4 		$112K Buy
+3,135
New +$112K 0.01% 288

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

Citizens Financial Group's XEL Position: Q2 2026 in Review

Citizens Financial Group increased its Xcel Energy (XEL) stake by 40% in Q2 2026, buying an estimated $307K and bringing the position to 13,474 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #430.

Citizens Financial Group first reported a position in XEL in Q4 2015 and has held it in 21 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Citizens Financial Group held 13,474 shares of Xcel Energy worth $1.08M as of Q2 2026.
  • Citizens Financial Group bought 3,844 Xcel Energy shares in Q2 2026, an estimated $307K.
  • Xcel Energy made up 0.01% of Citizens Financial Group's portfolio in Q2 2026, its #430 holding.
  • Citizens Financial Group first reported a position in Xcel Energy in Q4 2015 and has held it in 21 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.