D.J. St. Germain’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
Q2
$165K Sell
2,050
-19
-0.9% -$1.52K 0.01% 323
2026
Q1
$164K Sell
2,069
-252
-11% -$19.8K 0.01% 313
2025
Q4
$171K Buy
2,321
+213
+10% +$16.8K 0.01% 342
2025
Q3
$170K Sell
2,108
-885
-30% -$64K 0.01% 322
2025
Q2
$204K Buy
2,993
+1,513
+102% +$105K 0.01% 295
2025
Q1
$105K Sell
1,480
-1,547
-51% -$105K ﹤0.01% 324
2024
Q4
$204K Buy
3,027
+874
+41% +$58.6K 0.01% 285
2024
Q3
$141K Buy
2,153
+8
+0.4% +$475 0.01% 301
2024
Q2
$115K Buy
2,145
+94
+5% +$5.11K 0.01% 307
2024
Q1
$110K Hold
2,051
0.01% 317
2023
Q4
$127K Hold
2,051
0.01% 300
2023
Q3
$117K Buy
2,051
+465
+29% +$27.9K 0.01% 285
2023
Q2
$98.6K Buy
+1,586
New +$106K 0.01% 307

Other funds holding XEL

D.J. St. Germain's XEL Position: Q2 2026 in Review

D.J. St. Germain reduced its Xcel Energy (XEL) stake by 0.92% in Q2 2026, selling an estimated $1.52K and leaving 2,050 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #323.

D.J. St. Germain first reported a position in XEL in Q2 2023 and has held it in 13 quarters since. The position peaked at $204K in Q4 2024. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • D.J. St. Germain held 2,050 shares of Xcel Energy worth $165K as of Q2 2026.
  • D.J. St. Germain sold 19 Xcel Energy shares in Q2 2026, an estimated $1.52K.
  • Xcel Energy made up 0.01% of D.J. St. Germain's portfolio in Q2 2026, its #323 holding.
  • D.J. St. Germain first reported a position in Xcel Energy in Q2 2023 and has held it in 13 quarters since.
  • D.J. St. Germain's Xcel Energy position peaked at $204K in Q4 2024.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.