EH
XEL icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Equitable Holdings's XEL Position: Q1 2026 in Review

Equitable Holdings increased its Xcel Energy (XEL) stake by 62% in Q1 2026, buying an estimated $204K and bringing the position to 6,818 shares worth $516K. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

Equitable Holdings first reported a position in XEL in Q1 2025 and has held it in 5 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Equitable Holdings held 6,818 shares of Xcel Energy worth $516K as of Q1 2026.
  • Equitable Holdings bought 2,602 Xcel Energy shares in Q1 2026, an estimated $204K.
  • Xcel Energy made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1241 holding.
  • Equitable Holdings first reported a position in Xcel Energy in Q1 2025 and has held it in 5 quarters since.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.