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Clifford Swan Investment Counsel’s Xcel Energy XEL Stock Holding History

Clifford Swan Investment Counsel’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 		$218K Sell
2,718
-78
-3% -$6.23K 0.01% 324
2026
Q1 		$222K Hold
2,796
– – 0.01% 314
2025
Q4 		$207K Hold
2,796
– – 0.01% 317
2025
Q3 		$225K Buy
+2,796
New +$202K 0.01% 309

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

Clifford Swan Investment Counsel's XEL Position: Q2 2026 in Review

Clifford Swan Investment Counsel reduced its Xcel Energy (XEL) stake by 2.8% in Q2 2026, selling an estimated $6.23K and leaving 2,718 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #324.

Clifford Swan Investment Counsel first reported a position in XEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $225K in Q3 2025. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Clifford Swan Investment Counsel held 2,718 shares of Xcel Energy worth $218K as of Q2 2026.
  • Clifford Swan Investment Counsel sold 78 Xcel Energy shares in Q2 2026, an estimated $6.23K.
  • Xcel Energy made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #324 holding.
  • Clifford Swan Investment Counsel first reported a position in Xcel Energy in Q3 2025 and has held it in 4 quarters since.
  • Clifford Swan Investment Counsel's Xcel Energy position peaked at $225K in Q3 2025.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.