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Equitable Trust’s Xcel Energy XEL Stock Holding History

Equitable Trust’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 		$1.27M Sell
15,842
-385
-2% -$30.7K 0.05% 213
2026
Q1 		$1.29M Buy
16,227
+80
+0.5% +$6.28K 0.06% 197
2025
Q4 		$1.19M Sell
16,147
-799
-5% -$63K 0.05% 212
2025
Q3 		$1.37M Hold
16,946
– – 0.06% 193
2025
Q2 		$1.15M Sell
16,946
-280
-2% -$19.4K 0.06% 207
2025
Q1 		$1.22M Buy
17,226
+63
+0.4% +$4.29K 0.07% 195
2024
Q4 		$1.16M Hold
17,163
– – 0.06% 203
2024
Q3 		$1.12M Hold
17,163
– – 0.07% 193
2024
Q2 		$917K Buy
17,163
+350
+2% +$19K 0.06% 208
2024
Q1 		$904K Buy
+16,813
New +$960K 0.06% 212

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 Trust's XEL Position: Q2 2026 in Review

Equitable Trust reduced its Xcel Energy (XEL) stake by 2.4% in Q2 2026, selling an estimated $30.7K and leaving 15,842 shares worth $1.27M. The position accounts for 0.05% of the portfolio, ranked #213.

Equitable Trust first reported a position in XEL in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.37M in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Equitable Trust held 15,842 shares of Xcel Energy worth $1.27M as of Q2 2026.
  • Equitable Trust sold 385 Xcel Energy shares in Q2 2026, an estimated $30.7K.
  • Xcel Energy made up 0.05% of Equitable Trust's portfolio in Q2 2026, its #213 holding.
  • Equitable Trust first reported a position in Xcel Energy in Q1 2024 and has held it in 10 quarters since.
  • Equitable Trust's Xcel Energy position peaked at $1.37M in Q3 2025.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.