First Trust Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $72.5M | Sell |
903,473
-77,946
| -8% | -$6.22M | 0.04% | 478 |
|
|
2026
Q1 | $78M | Sell |
981,419
-493,190
| -33% | -$38.7M | 0.06% | 414 |
|
|
2025
Q4 | $109M | Sell |
1,474,609
-607,219
| -29% | -$47.9M | 0.08% | 301 |
|
|
2025
Q3 | $168M | Sell |
2,081,828
-38,610
| -2% | -$2.79M | 0.13% | 189 |
|
|
2025
Q2 | $144M | Sell |
2,120,438
-359,359
| -14% | -$24.9M | 0.12% | 207 |
|
|
2025
Q1 | $176M | Buy |
2,479,797
+523,211
| +27% | +$35.6M | 0.16% | 157 |
|
|
2024
Q4 | $132M | Sell |
1,956,586
-185,204
| -9% | -$12.4M | 0.12% | 205 |
|
|
2024
Q3 | $140M | Sell |
2,141,790
-219,240
| -9% | -$13M | 0.13% | 188 |
|
|
2024
Q2 | $126M | Buy |
2,361,030
+508,253
| +27% | +$27.6M | 0.13% | 189 |
|
|
2024
Q1 | $99.6M | Buy |
1,852,777
+92,108
| +5% | +$5.26M | 0.1% | 229 |
|
|
2023
Q4 | $109M | Sell |
1,760,669
-71,198
| -4% | -$4.27M | 0.12% | 211 |
|
|
2023
Q3 | $105M | Buy |
1,831,867
+112,479
| +7% | +$6.76M | 0.12% | 198 |
|
|
2023
Q2 | $107M | Buy |
1,719,388
+197,100
| +13% | +$13.2M | 0.12% | 208 |
|
|
2023
Q1 | $103M | Buy |
1,522,288
+99,966
| +7% | +$6.75M | 0.12% | 223 |
|
|
2022
Q4 | $99.7M | Buy |
1,422,322
+169,562
| +14% | +$11.3M | 0.12% | 239 |
|
|
2022
Q3 | $80.2M | Sell |
1,252,760
-108,408
| -8% | -$7.89M | 0.1% | 272 |
|
|
2022
Q2 | $96.3M | Buy |
1,361,168
+31,932
| +2% | +$2.32M | 0.12% | 222 |
|
|
2022
Q1 | $95.9M | Sell |
1,329,236
-87,836
| -6% | -$6.04M | 0.1% | 260 |
|
|
2021
Q4 | $95.9M | Buy |
1,417,072
+13,590
| +1% | +$886K | 0.09% | 264 |
|
|
2021
Q3 | $87.7M | Buy |
1,403,482
+47,772
| +4% | +$3.23M | 0.09% | 265 |
|
|
2021
Q2 | $89.3M | Sell |
1,355,710
-6,045
| -0.4% | -$421K | 0.1% | 272 |
|
|
2021
Q1 | $90.6M | Buy |
1,361,755
+146,543
| +12% | +$9.26M | 0.11% | 230 |
|
|
2020
Q4 | $81M | Buy |
1,215,212
+145,892
| +14% | +$10.2M | 0.11% | 238 |
|
|
2020
Q3 | $73.8M | Buy |
1,069,320
+92,786
| +10% | +$6.33M | 0.12% | 215 |
|
|
2020
Q2 | $61M | Sell |
976,534
-294,494
| -23% | -$18.6M | 0.11% | 237 |
|
|
2020
Q1 | $76.6M | Buy |
1,271,028
+2,600
| +0.2% | +$169K | 0.17% | 147 |
|
|
2019
Q4 | $80.5M | Sell |
1,268,428
-13,379
| -1% | -$837K | 0.14% | 182 |
|
|
2019
Q3 | $83.2M | Sell |
1,281,807
-50,563
| -4% | -$3.15M | 0.16% | 158 |
|
|
2019
Q2 | $79.3M | Buy |
1,332,370
+191,007
| +17% | +$11M | 0.15% | 178 |
|
|
2019
Q1 | $64.2M | Buy |
1,141,363
+23,738
| +2% | +$1.26M | 0.13% | 193 |
|
|
2018
Q4 | $55.1M | Buy |
1,117,625
+67,760
| +6% | +$3.4M | 0.13% | 186 |
|
|
2018
Q3 | $49.6M | Buy |
1,049,865
+59,064
| +6% | +$2.79M | 0.09% | 250 |
|
|
2018
Q2 | $45.3M | Buy |
990,801
+122,128
| +14% | +$5.47M | 0.09% | 244 |
|
|
2018
Q1 | $39.5M | Sell |
868,673
-6,232
| -0.7% | -$278K | 0.09% | 262 |
|
|
2017
Q4 | $42.1M | Sell |
874,905
-393,729
| -31% | -$19.5M | 0.1% | 242 |
|
|
2017
Q3 | $60M | Sell |
1,268,634
-303,874
| -19% | -$14.6M | 0.15% | 139 |
|
|
2017
Q2 | $72.1M | Sell |
1,572,508
-335,982
| -18% | -$15.5M | 0.19% | 106 |
|
|
2017
Q1 | $84.8M | Buy |
1,908,490
+2,866
| +0.2% | +$121K | 0.24% | 74 |
|
|
2016
Q4 | $77.6M | Buy |
1,905,624
+143,782
| +8% | +$5.75M | 0.23% | 62 |
|
|
2016
Q3 | $72.5M | Buy |
1,761,842
+397,010
| +29% | +$17M | 0.22% | 82 |
|
|
2016
Q2 | $61.1M | Buy |
1,364,832
+109,760
| +9% | +$4.54M | 0.19% | 91 |
|
|
2016
Q1 | $52.5M | Buy |
1,255,072
+584,606
| +87% | +$22.8M | 0.17% | 125 |
|
|
2015
Q4 | $24.1M | Sell |
670,466
-161,160
| -19% | -$5.75M | 0.06% | 343 |
|
|
2015
Q3 | $29.4M | Sell |
831,626
-93,901
| -10% | -$3.19M | 0.09% | 257 |
|
|
2015
Q2 | $29.8M | Buy |
925,527
+80,952
| +10% | +$2.72M | 0.08% | 294 |
|
|
2015
Q1 | $29.4M | Sell |
844,575
-739,835
| -47% | -$26.5M | 0.09% | 273 |
|
|
2014
Q4 | $56.9M | Buy |
1,584,410
+499,439
| +46% | +$16.8M | 0.19% | 121 |
|
|
2014
Q3 | $33M | Sell |
1,084,971
-220,130
| -17% | -$6.89M | 0.13% | 176 |
|
|
2014
Q2 | $42.1M | Buy |
1,305,101
+433,536
| +50% | +$13.4M | 0.17% | 122 |
|
|
2014
Q1 | $26.5M | Buy |
871,565
+65,097
| +8% | +$1.9M | 0.12% | 222 |
|
|
2013
Q4 | $22.5M | Sell |
806,468
-51,281
| -6% | -$1.45M | 0.11% | 224 |
|
|
2013
Q3 | $23.7M | Buy |
857,749
+250,844
| +41% | +$7.17M | 0.13% | 178 |
|
|
2013
Q2 | $17.2M | Buy |
+606,905
| New | +$18.1M | 0.11% | 246 |
|
Other funds holding XEL
VCM
VPM
First Trust Advisors's XEL Position: Q2 2026 in Review
First Trust Advisors reduced its Xcel Energy (XEL) stake by 7.9% in Q2 2026, selling an estimated $6.22M and leaving 903,473 shares worth $72.5M. The position accounts for 0.04% of the portfolio, ranked #478.
First Trust Advisors first reported a position in XEL in Q2 2013 and has held it in 53 quarters since. The position peaked at $176M in Q1 2025. 1,060 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- First Trust Advisors held 903,473 shares of Xcel Energy worth $72.5M as of Q2 2026.
- First Trust Advisors sold 77,946 Xcel Energy shares in Q2 2026, an estimated $6.22M.
- Xcel Energy made up 0.04% of First Trust Advisors's portfolio in Q2 2026, its #478 holding.
- First Trust Advisors first reported a position in Xcel Energy in Q2 2013 and has held it in 53 quarters since.
- First Trust Advisors's Xcel Energy position peaked at $176M in Q1 2025.
- 1,060 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.