EH
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Equitable Holdings’s Xcel Energy XEL Stock Holding History

Equitable Holdings’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 		$592K Buy
7,379
+561
+8% +$44.8K ﹤0.01% 1233
2026
Q1 		$516K Buy
6,818
+2,602
+62% +$204K ﹤0.01% 1241
2025
Q4 		$311K Buy
4,216
+1,136
+37% +$89.6K ﹤0.01% 1302
2025
Q3 		$248K Buy
3,080
+2
+0.1% +$145 ﹤0.01% 1361
2025
Q2 		$210K Sell
3,078
-398
-11% -$27.6K ﹤0.01% 1358
2025
Q1 		$246K Buy
+3,476
New +$237K ﹤0.01% 1175

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

Equitable Holdings's XEL Position: Q2 2026 in Review

Equitable Holdings increased its Xcel Energy (XEL) stake by 8.2% in Q2 2026, buying an estimated $44.8K and bringing the position to 7,379 shares worth $592K. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

Equitable Holdings first reported a position in XEL in Q1 2025 and has held it in 6 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Equitable Holdings held 7,379 shares of Xcel Energy worth $592K as of Q2 2026.
  • Equitable Holdings bought 561 Xcel Energy shares in Q2 2026, an estimated $44.8K.
  • Xcel Energy made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1233 holding.
  • Equitable Holdings first reported a position in Xcel Energy in Q1 2025 and has held it in 6 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.