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 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 $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

First Business Financial Services's XEL Position: Q1 2026 in Review

First Business Financial Services held its Xcel Energy (XEL) position steady in Q1 2026 at 4,184 shares worth $332K. The position accounts for 0.03% of the portfolio, ranked #145.

First Business Financial Services first reported a position in XEL in Q4 2018 and has held it in 18 quarters since. The position peaked at $348K in Q3 2025. 1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

First Business Financial Services held 4,184 shares of Xcel Energy worth $332K as of Q1 2026.
First Business Financial Services left its Xcel Energy share count unchanged in Q1 2026.
Xcel Energy made up 0.03% of First Business Financial Services's portfolio in Q1 2026, its #145 holding.
First Business Financial Services first reported a position in Xcel Energy in Q4 2018 and has held it in 18 quarters since.
First Business Financial Services's Xcel Energy position peaked at $348K in Q3 2025.
1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on First Business Financial Services's 13F filing for Q1 2026, filed 1 May 2026.