Deseret Mutual Benefit Administrators’s Xcel Energy XEL Stock Holding History

Deseret Mutual Benefit Administrators’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 Q1	$127K	Buy	1,593 +673	+73%	+$52.8K	0.04%	259
2025 Q4	$68K	Hold	920	–	–	0.03%	265
2025 Q3	$74.2K	Sell	920 -16	-2%	-$1.16K	0.03%	256
2025 Q2	$63.7K	Hold	936	–	–	0.03%	269
2025 Q1	$66.3K	Hold	936	–	–	0.03%	260
2024 Q4	$63.2K	Hold	936	–	–	0.03%	266
2024 Q3	$61.1K	Hold	936	–	–	0.03%	278
2024 Q2	$50K	Buy	936 +164	+21%	+$8.92K	0.02%	289
2024 Q1	$41.5K	Hold	772	–	–	0.02%	319
2023 Q4	$47.8K	Sell	772 -202	-21%	-$12.1K	0.03%	279
2023 Q3	$55.7K	Sell	974 -42	-4%	-$2.52K	0.03%	279
2023 Q2	$63.2K	Hold	1,016	–	–	0.02%	281
2023 Q1	$68.5K	Hold	1,016	–	–	0.03%	265
2022 Q4	$71.2K	Sell	1,016 -863	-46%	-$57.4K	0.03%	260
2022 Q3	$120K	Sell	1,879 -437	-19%	-$31.8K	0.03%	261
2022 Q2	$164K	Hold	2,316	–	–	0.04%	254
2022 Q1	$167K	Sell	2,316 -307	-12%	-$21.1K	0.03%	273
2021 Q4	$178K	Buy	2,623 +219	+9%	+$14.3K	0.03%	283
2021 Q3	$150K	Sell	2,404 -359	-13%	-$24.3K	0.03%	297
2021 Q2	$182K	Buy	+2,763	New	+$192K	0.04%	221

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deseret Mutual Benefit Administrators's XEL Position: Q1 2026 in Review

Deseret Mutual Benefit Administrators increased its Xcel Energy (XEL) stake by 73% in Q1 2026, buying an estimated $52.8K and bringing the position to 1,593 shares worth $127K. The position accounts for 0.04% of the portfolio, ranked #259.

Deseret Mutual Benefit Administrators first reported a position in XEL in Q2 2021 and has held it in 20 quarters since. The position peaked at $182K in Q2 2021. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Deseret Mutual Benefit Administrators held 1,593 shares of Xcel Energy worth $127K as of Q1 2026.
Deseret Mutual Benefit Administrators bought 673 Xcel Energy shares in Q1 2026, an estimated $52.8K.
Xcel Energy made up 0.04% of Deseret Mutual Benefit Administrators's portfolio in Q1 2026, its #259 holding.
Deseret Mutual Benefit Administrators first reported a position in Xcel Energy in Q2 2021 and has held it in 20 quarters since.
Deseret Mutual Benefit Administrators's Xcel Energy position peaked at $182K in Q2 2021.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q1 2026, filed 8 May 2026.