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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Essex Financial Services's XEL Position: Q1 2026 in Review

Essex Financial Services reduced its Xcel Energy (XEL) stake by 3% in Q1 2026, selling an estimated $16K and leaving 6,538 shares worth $519K. The position accounts for 0.03% of the portfolio, ranked #451.

Essex Financial Services first reported a position in XEL in Q3 2023 and has held it in 8 quarters since. The position peaked at $658K in Q3 2023. 1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Essex Financial Services held 6,538 shares of Xcel Energy worth $519K as of Q1 2026.
Essex Financial Services sold 204 Xcel Energy shares in Q1 2026, an estimated $16K.
Xcel Energy made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #451 holding.
Essex Financial Services first reported a position in Xcel Energy in Q3 2023 and has held it in 8 quarters since.
Essex Financial Services's Xcel Energy position peaked at $658K in Q3 2023.
1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.