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Gallagher Fiduciary Advisors’s Xcel Energy XEL Stock Holding History

Gallagher Fiduciary Advisors’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 		$1.44M Hold
17,952
– – 0.05% 83
2026
Q1 		$1.43M Buy
17,952
+7
+0% +$549 0.06% 56
2025
Q4 		$1.33M Buy
17,945
+7
+0% +$552 0.04% 76
2025
Q3 		$1.45M Buy
17,938
+16
+0.1% +$1.16K 0.05% 62
2025
Q2 		$1.22M Buy
17,922
+858
+5% +$59.5K 0.05% 64
2025
Q1 		$1.21M Sell
17,064
-238
-1% -$16.2K 0.04% 76
2024
Q4 		$1.17M Buy
17,302
+67
+0.4% +$4.49K 0.23% 57
2024
Q3 		$1.13M Hold
17,235
– – 0.23% 52
2024
Q2 		$921K Buy
17,235
+15
+0.1% +$816 0.21% 55
2024
Q1 		$926K Buy
17,220
+2,843
+20% +$162K 0.03% 59
2023
Q4 		$890K Sell
14,377
-566
-4% -$34K 0.03% 58
2023
Q3 		$855K Buy
14,943
+636
+4% +$38.2K 0.08% 54
2023
Q2 		$889K Sell
14,307
-44
-0.3% -$2.94K 0.07% 68
2023
Q1 		$968K Buy
+14,351
New +$968K 0.08% 66

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 $3.37T AUM 44.26% 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

Gallagher Fiduciary Advisors's XEL Position: Q2 2026 in Review

Gallagher Fiduciary Advisors held its Xcel Energy (XEL) position steady in Q2 2026 at 17,952 shares worth $1.44M. The position accounts for 0.05% of the portfolio, ranked #83.

Gallagher Fiduciary Advisors first reported a position in XEL in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.45M in Q3 2025. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Gallagher Fiduciary Advisors held 17,952 shares of Xcel Energy worth $1.44M as of Q2 2026.
  • Gallagher Fiduciary Advisors left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.05% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #83 holding.
  • Gallagher Fiduciary Advisors first reported a position in Xcel Energy in Q1 2023 and has held it in 14 quarters since.
  • Gallagher Fiduciary Advisors's Xcel Energy position peaked at $1.45M in Q3 2025.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.