Greenleaf Trust’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
Q1 | $1.18M | Sell |
14,892
-190
| -1% | -$14.9K | 0.01% | 297 |
|
|
2025
Q4 | $1.11M | Buy |
15,082
+3,140
| +26% | +$248K | 0.01% | 305 |
|
|
2025
Q3 | $963K | Sell |
11,942
-124
| -1% | -$8.97K | 0.01% | 337 |
|
|
2025
Q2 | $822K | Sell |
12,066
-3,067
| -20% | -$213K | 0.01% | 368 |
|
|
2025
Q1 | $1.07M | Buy |
15,133
+606
| +4% | +$41.3K | 0.01% | 307 |
|
|
2024
Q4 | $981K | Buy |
14,527
+705
| +5% | +$47.3K | 0.01% | 330 |
|
|
2024
Q3 | $903K | Buy |
13,822
+1,449
| +12% | +$85.9K | 0.01% | 359 |
|
|
2024
Q2 | $661K | Sell |
12,373
-3,604
| -23% | -$196K | 0.01% | 403 |
|
|
2024
Q1 | $859K | Sell |
15,977
-2,761
| -15% | -$158K | 0.01% | 330 |
|
|
2023
Q4 | $1.16M | Buy |
18,738
+5,036
| +37% | +$302K | 0.01% | 272 |
|
|
2023
Q3 | $784K | Buy |
13,702
+1,217
| +10% | +$73.1K | 0.01% | 314 |
|
|
2023
Q2 | $776K | Buy |
12,485
+410
| +3% | +$27.4K | 0.01% | 337 |
|
|
2023
Q1 | $814K | Sell |
12,075
-10,834
| -47% | -$731K | 0.01% | 317 |
|
|
2022
Q4 | $1.61M | Sell |
22,909
-646
| -3% | -$43K | 0.02% | 185 |
|
|
2022
Q3 | $1.51M | Buy |
23,555
+10,956
| +87% | +$798K | 0.02% | 181 |
|
|
2022
Q2 | $892K | Sell |
12,599
-8,960
| -42% | -$652K | 0.01% | 252 |
|
|
2022
Q1 | $1.56M | Buy |
21,559
+819
| +4% | +$56.3K | 0.02% | 171 |
|
|
2021
Q4 | $1.4M | Sell |
20,740
-4,345
| -17% | -$283K | 0.02% | 181 |
|
|
2021
Q3 | $1.57M | Sell |
25,085
-7,971
| -24% | -$539K | 0.02% | 157 |
|
|
2021
Q2 | $2.18M | Buy |
33,056
+18,753
| +131% | +$1.31M | 0.03% | 118 |
|
|
2021
Q1 | $951K | Buy |
14,303
+1,301
| +10% | +$82.2K | 0.01% | 218 |
|
|
2020
Q4 | $867K | Sell |
13,002
-233
| -2% | -$16.2K | 0.01% | 206 |
|
|
2020
Q3 | $913K | Buy |
13,235
+601
| +5% | +$41K | 0.01% | 174 |
|
|
2020
Q2 | $790K | Buy |
12,634
+1,378
| +12% | +$86.8K | 0.01% | 191 |
|
|
2020
Q1 | $679K | Buy |
11,256
+3,813
| +51% | +$248K | 0.01% | 177 |
|
|
2019
Q4 | $473K | Buy |
7,443
+122
| +2% | +$7.63K | 0.01% | 304 |
|
|
2019
Q3 | $475K | Buy |
7,321
+83
| +1% | +$5.17K | 0.01% | 297 |
|
|
2019
Q2 | $431K | Buy |
7,238
+198
| +3% | +$11.4K | 0.01% | 315 |
|
|
2019
Q1 | $396K | Buy |
7,040
+61
| +0.9% | +$3.25K | 0.01% | 313 |
|
|
2018
Q4 | $344K | Buy |
6,979
+686
| +11% | +$34.4K | 0.01% | 333 |
|
|
2018
Q3 | $297K | Buy |
6,293
+288
| +5% | +$13.6K | 0.01% | 400 |
|
|
2018
Q2 | $274K | Buy |
6,005
+835
| +16% | +$37.4K | 0.01% | 406 |
|
|
2018
Q1 | $235K | Buy |
5,170
+16
| +0.3% | +$713 | ﹤0.01% | 394 |
|
|
2017
Q4 | $248K | Buy |
5,154
+11
| +0.2% | +$546 | 0.01% | 388 |
|
|
2017
Q3 | $243K | Buy |
5,143
+172
| +3% | +$8.25K | 0.01% | 357 |
|
|
2017
Q2 | $228K | Hold |
4,971
| – | – | 0.01% | 326 |
|
|
2017
Q1 | $221K | Buy |
+4,971
| New | +$211K | 0.01% | 273 |
|
Other funds holding XEL
VCM
VPM
Greenleaf Trust's XEL Position: Q1 2026 in Review
Greenleaf Trust reduced its Xcel Energy (XEL) stake by 1.3% in Q1 2026, selling an estimated $14.9K and leaving 14,892 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #297.
Greenleaf Trust first reported a position in XEL in Q1 2017 and has held it in 37 quarters since. The position peaked at $2.18M in Q2 2021. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.
- Greenleaf Trust held 14,892 shares of Xcel Energy worth $1.18M as of Q1 2026.
- Greenleaf Trust sold 190 Xcel Energy shares in Q1 2026, an estimated $14.9K.
- Xcel Energy made up 0.01% of Greenleaf Trust's portfolio in Q1 2026, its #297 holding.
- Greenleaf Trust first reported a position in Xcel Energy in Q1 2017 and has held it in 37 quarters since.
- Greenleaf Trust's Xcel Energy position peaked at $2.18M in Q2 2021.
- 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.
Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.