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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
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 $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 Trust's XEL Position: Q1 2026 in Review

Equitable Trust increased its Xcel Energy (XEL) stake by 0.5% in Q1 2026, buying an estimated $6.28K and bringing the position to 16,227 shares worth $1.29M. The position accounts for 0.06% of the portfolio, ranked #197.

Equitable Trust first reported a position in XEL in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.37M in Q3 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Equitable Trust held 16,227 shares of Xcel Energy worth $1.29M as of Q1 2026.
  • Equitable Trust bought 80 Xcel Energy shares in Q1 2026, an estimated $6.28K.
  • Xcel Energy made up 0.06% of Equitable Trust's portfolio in Q1 2026, its #197 holding.
  • Equitable Trust first reported a position in Xcel Energy in Q1 2024 and has held it in 9 quarters since.
  • Equitable Trust's Xcel Energy position peaked at $1.37M in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.