Commonwealth Equity Services’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.3M | Buy |
229,916
+6,936
| +3% | +$544K | 0.03% | 604 |
|
|
2025
Q4 | $16.5M | Sell |
222,980
-18,548
| -8% | -$1.46M | 0.02% | 647 |
|
|
2025
Q3 | $19.5M | Sell |
241,528
-10,030
| -4% | -$726K | 0.03% | 586 |
|
|
2025
Q2 | $17.1M | Sell |
251,558
-7,244
| -3% | -$502K | 0.02% | 638 |
|
|
2025
Q1 | $18.3M | Buy |
258,802
+12,304
| +5% | +$838K | 0.03% | 598 |
|
|
2024
Q4 | $16.6M | Buy |
246,498
+13,076
| +6% | +$877K | 0.02% | 605 |
|
|
2024
Q3 | $15.2M | Buy |
233,422
+10,661
| +5% | +$632K | 0.02% | 631 |
|
|
2024
Q2 | $11.9M | Buy |
222,761
+37,303
| +20% | +$2.03M | 0.02% | 728 |
|
|
2024
Q1 | $9.97M | Buy |
185,458
+4,790
| +3% | +$274K | 0.02% | 787 |
|
|
2023
Q4 | $11.2M | Buy |
180,668
+8,026
| +5% | +$482K | 0.02% | 686 |
|
|
2023
Q3 | $9.88M | Sell |
172,642
-2,592
| -1% | -$156K | 0.02% | 678 |
|
|
2023
Q2 | $10.9M | Buy |
175,234
+419
| +0.2% | +$28K | 0.02% | 644 |
|
|
2023
Q1 | $11.8K | Sell |
174,815
-3,390
| -2% | -$229K | 0.02% | 598 |
|
|
2022
Q4 | $12.5M | Buy |
178,205
+14,648
| +9% | +$975K | 0.03% | 543 |
|
|
2022
Q3 | $10.5M | Buy |
163,557
+4,069
| +3% | +$296K | 0.03% | 557 |
|
|
2022
Q2 | $11.3M | Buy |
159,488
+7,342
| +5% | +$534K | 0.03% | 527 |
|
|
2022
Q1 | $11M | Sell |
152,146
-3,092
| -2% | -$212K | 0.03% | 589 |
|
|
2021
Q4 | $10.5M | Buy |
155,238
+6,640
| +4% | +$433K | 0.02% | 587 |
|
|
2021
Q3 | $9.29M | Sell |
148,598
-309
| -0.2% | -$20.9K | 0.02% | 595 |
|
|
2021
Q2 | $9.81M | Buy |
148,907
+4,837
| +3% | +$337K | 0.02% | 571 |
|
|
2021
Q1 | $9.58M | Buy |
144,070
+6,933
| +5% | +$438K | 0.03% | 534 |
|
|
2020
Q4 | $9.14M | Sell |
137,137
-5,822
| -4% | -$406K | 0.03% | 502 |
|
|
2020
Q3 | $9.87M | Sell |
142,959
-77
| -0.1% | -$5.25K | 0.03% | 439 |
|
|
2020
Q2 | $8.94M | Sell |
143,036
-7,068
| -5% | -$445K | 0.03% | 433 |
|
|
2020
Q1 | $9.05M | Sell |
150,104
-6,048
| -4% | -$394K | 0.04% | 377 |
|
|
2019
Q4 | $9.91M | Buy |
156,152
+14,682
| +10% | +$919K | 0.04% | 415 |
|
|
2019
Q3 | $9.18M | Buy |
141,470
+700
| +0.5% | +$43.6K | 0.04% | 407 |
|
|
2019
Q2 | $8.37M | Buy |
140,770
+5,091
| +4% | +$293K | 0.04% | 414 |
|
|
2019
Q1 | $7.63M | Sell |
135,679
-1,690
| -1% | -$89.9K | 0.04% | 421 |
|
|
2018
Q4 | $6.77M | Buy |
137,369
+7,094
| +5% | +$356K | 0.04% | 416 |
|
|
2018
Q3 | $6.15M | Buy |
130,275
+4,957
| +4% | +$234K | 0.03% | 460 |
|
|
2018
Q2 | $5.72M | Buy |
125,318
+2,280
| +2% | +$102K | 0.03% | 462 |
|
|
2018
Q1 | $5.59M | Sell |
123,038
-2,522
| -2% | -$112K | 0.03% | 444 |
|
|
2017
Q4 | $6.04M | Buy |
125,560
+3,493
| +3% | +$173K | 0.03% | 425 |
|
|
2017
Q3 | $5.78M | Buy |
122,067
+2,395
| +2% | +$115K | 0.03% | 399 |
|
|
2017
Q2 | $5.49M | Buy |
119,672
+1,999
| +2% | +$92K | 0.03% | 410 |
|
|
2017
Q1 | $5.23M | Buy |
117,673
+2,220
| +2% | +$94.1K | 0.04% | 405 |
|
|
2016
Q4 | $4.7M | Buy |
115,453
+3,918
| +4% | +$157K | 0.03% | 400 |
|
|
2016
Q3 | $4.59M | Sell |
111,535
-2,209
| -2% | -$94.5K | 0.04% | 391 |
|
|
2016
Q2 | $5.09M | Buy |
113,744
+3,315
| +3% | +$137K | 0.04% | 347 |
|
|
2016
Q1 | $4.62M | Buy |
110,429
+3,177
| +3% | +$124K | 0.04% | 365 |
|
|
2015
Q4 | $3.85M | Buy |
107,252
+2,974
| +3% | +$106K | 0.04% | 407 |
|
|
2015
Q3 | $3.69M | Sell |
104,278
-44,571
| -30% | -$1.52M | 0.04% | 387 |
|
|
2015
Q2 | $4.79M | Buy |
148,849
+5,091
| +4% | +$171K | 0.05% | 344 |
|
|
2015
Q1 | $5M | Buy |
143,758
+37,221
| +35% | +$1.33M | 0.05% | 319 |
|
|
2014
Q4 | $3.83M | Buy |
106,537
+2,045
| +2% | +$68.7K | 0.04% | 368 |
|
|
2014
Q3 | $3.18M | Sell |
104,492
-32,608
| -24% | -$1.02M | 0.04% | 403 |
|
|
2014
Q2 | $4.42M | Buy |
137,100
+11,095
| +9% | +$344K | 0.05% | 307 |
|
|
2014
Q1 | $3.83M | Buy |
126,005
+28,745
| +30% | +$838K | 0.05% | 317 |
|
|
2013
Q4 | $2.72M | Buy |
97,260
+7,396
| +8% | +$209K | 0.04% | 382 |
|
|
2013
Q3 | $2.48M | Buy |
89,864
+13,012
| +17% | +$372K | 0.04% | 384 |
|
|
2013
Q2 | $2.18M | Buy |
+76,852
| New | +$2.3M | 0.04% | 395 |
|
Other funds holding XEL
VCM
VPM
Commonwealth Equity Services's XEL Position: Q1 2026 in Review
Commonwealth Equity Services increased its Xcel Energy (XEL) stake by 3.1% in Q1 2026, buying an estimated $544K and bringing the position to 229,916 shares worth $18.3M. The position accounts for 0.03% of the portfolio, ranked #604.
Commonwealth Equity Services first reported a position in XEL in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.5M in Q3 2025. 1,265 funds tracked by Wall St. Rank hold XEL as of Q1 2026.
- Commonwealth Equity Services held 229,916 shares of Xcel Energy worth $18.3M as of Q1 2026.
- Commonwealth Equity Services bought 6,936 Xcel Energy shares in Q1 2026, an estimated $544K.
- Xcel Energy made up 0.03% of Commonwealth Equity Services's portfolio in Q1 2026, its #604 holding.
- Commonwealth Equity Services first reported a position in Xcel Energy in Q2 2013 and has held it in 52 quarters since.
- Commonwealth Equity Services's Xcel Energy position peaked at $19.5M in Q3 2025.
- 1,265 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.
Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.