First Business Financial Services’s Xcel Energy XEL Stock Holding History

First Business 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	$335K	Sell	4,178 -6	-0.1%	-$479	0.03%	153
2026 Q1	$332K	Hold	4,184	–	–	0.03%	145
2025 Q4	$309K	Sell	4,184 -128	-3%	-$10.1K	0.03%	144
2025 Q3	$348K	Buy	4,312 +150	+4%	+$10.9K	0.03%	148
2025 Q2	$283K	Hold	4,162	–	–	0.03%	161
2025 Q1	$295K	Sell	4,162 -115	-3%	-$7.83K	0.03%	143
2024 Q4	$289K	Buy	4,277 +1,000	+31%	+$67.1K	0.03%	145
2024 Q3	$214K	Buy	+3,277	New	+$194K	0.02%	155
2024 Q2	–	Sell	-3,737	Closed	-$201K	–	173
2024 Q1	$201K	Sell	3,737 -250	-6%	-$14.3K	0.02%	162
2023 Q4	$247K	Hold	3,987	–	–	0.03%	145
2023 Q3	$228K	Sell	3,987 -126	-3%	-$7.57K	0.03%	153
2023 Q2	$256K	Hold	4,113	–	–	0.03%	145
2023 Q1	$277K	Hold	4,113	–	–	0.03%	140
2022 Q4	$288K	Sell	4,113 -428	-9%	-$28.5K	0.04%	135
2022 Q3	$291K	Hold	4,541	–	–	0.04%	131
2022 Q2	$321K	Buy	4,541 +250	+6%	+$18.2K	0.04%	126
2022 Q1	$310K	Hold	4,291	–	–	0.03%	131
2021 Q4	$291K	Buy	+4,291	New	+$280K	0.03%	137
2019 Q1	–	Sell	-4,872	Closed	-$240K	–	117
2018 Q4	$240K	Buy	+4,872	New	+$244K	0.04%	133

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Business Financial Services's XEL Position: Q2 2026 in Review

First Business Financial Services reduced its Xcel Energy (XEL) stake by 0.14% in Q2 2026, selling an estimated $479 and leaving 4,178 shares worth $335K. The position accounts for 0.03% of the portfolio, ranked #153.

First Business Financial Services first reported a position in XEL in Q4 2018 and has held it in 19 quarters since. The position peaked at $348K in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

First Business Financial Services held 4,178 shares of Xcel Energy worth $335K as of Q2 2026.
First Business Financial Services sold 6 Xcel Energy shares in Q2 2026, an estimated $479.
Xcel Energy made up 0.03% of First Business Financial Services's portfolio in Q2 2026, its #153 holding.
First Business Financial Services first reported a position in Xcel Energy in Q4 2018 and has held it in 19 quarters since.
First Business Financial Services's Xcel Energy position peaked at $348K in Q3 2025.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on First Business Financial Services's 13F filing for Q2 2026, filed 28 Jul 2026.