EFS
XEL icon

Essex Financial Services’s Xcel Energy XEL Stock Holding History

Essex Financial Services’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 		$473K Sell
5,889
-649
-10% -$51.8K 0.02% 493
2026
Q1 		$519K Sell
6,538
-204
-3% -$16K 0.03% 451
2025
Q4 		$498K Buy
6,742
+276
+4% +$21.8K 0.03% 442
2025
Q3 		$521K Buy
6,466
+205
+3% +$14.8K 0.03% 412
2025
Q2 		$426K Buy
6,261
+2,458
+65% +$170K 0.03% 445
2025
Q1 		$269K Buy
3,803
+252
+7% +$17.2K 0.02% 522
2024
Q4 		$240K Buy
3,551
+57
+2% +$3.82K 0.02% 548
2024
Q3 		$222K Buy
+3,494
New +$207K 0.02% 574
2023
Q4 		– Sell
-11,491
Closed -$658K – 522
2023
Q3 		$658K Buy
+11,491
New +$691K 0.08% 237

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 $3.38T AUM 44.17% 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

Essex Financial Services's XEL Position: Q2 2026 in Review

Essex Financial Services reduced its Xcel Energy (XEL) stake by 9.9% in Q2 2026, selling an estimated $51.8K and leaving 5,889 shares worth $473K. The position accounts for 0.02% of the portfolio, ranked #493.

Essex Financial Services first reported a position in XEL in Q3 2023 and has held it in 9 quarters since. The position peaked at $658K in Q3 2023. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Essex Financial Services held 5,889 shares of Xcel Energy worth $473K as of Q2 2026.
  • Essex Financial Services sold 649 Xcel Energy shares in Q2 2026, an estimated $51.8K.
  • Xcel Energy made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #493 holding.
  • Essex Financial Services first reported a position in Xcel Energy in Q3 2023 and has held it in 9 quarters since.
  • Essex Financial Services's Xcel Energy position peaked at $658K in Q3 2023.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.