HM Payson & Co’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 | $282K | Hold |
3,515
| – | – | ﹤0.01% | 393 |
|
|
2026
Q1 | $279K | Hold |
3,515
| – | – | ﹤0.01% | 380 |
|
|
2025
Q4 | $260K | Hold |
3,515
| – | – | ﹤0.01% | 379 |
|
|
2025
Q3 | $283K | Buy |
3,515
+146
| +4% | +$10.6K | ﹤0.01% | 366 |
|
|
2025
Q2 | $229K | Buy |
3,369
+478
| +17% | +$33.1K | ﹤0.01% | 391 |
|
|
2025
Q1 | $205K | Buy |
2,891
+850
| +42% | +$57.9K | ﹤0.01% | 408 |
|
|
2024
Q4 | $138K | Buy |
2,041
+256
| +14% | +$17.2K | ﹤0.01% | 484 |
|
|
2024
Q3 | $117K | Sell |
1,785
-539
| -23% | -$32K | ﹤0.01% | 503 |
|
|
2024
Q2 | $124K | Buy |
2,324
+577
| +33% | +$31.4K | ﹤0.01% | 475 |
|
|
2024
Q1 | $93.9K | Sell |
1,747
-300
| -15% | -$17.1K | ﹤0.01% | 513 |
|
|
2023
Q4 | $127K | Buy |
2,047
+238
| +13% | +$14.3K | ﹤0.01% | 460 |
|
|
2023
Q3 | $104K | Hold |
1,809
| – | – | ﹤0.01% | 475 |
|
|
2023
Q2 | $112K | Hold |
1,809
| – | – | ﹤0.01% | 462 |
|
|
2023
Q1 | $122K | Sell |
1,809
-46
| -2% | -$3.1K | ﹤0.01% | 444 |
|
|
2022
Q4 | $130K | Buy |
1,855
+16
| +0.9% | +$1.06K | ﹤0.01% | 431 |
|
|
2022
Q3 | $118K | Sell |
1,839
-808
| -31% | -$58.8K | ﹤0.01% | 443 |
|
|
2022
Q2 | $187K | Buy |
2,647
+72
| +3% | +$5.24K | ﹤0.01% | 388 |
|
|
2022
Q1 | $186K | Hold |
2,575
| – | – | ﹤0.01% | 412 |
|
|
2021
Q4 | $174K | Hold |
2,575
| – | – | ﹤0.01% | 422 |
|
|
2021
Q3 | $161K | Hold |
2,575
| – | – | ﹤0.01% | 421 |
|
|
2021
Q2 | $170K | Sell |
2,575
-50
| -2% | -$3.48K | ﹤0.01% | 410 |
|
|
2021
Q1 | $175K | Sell |
2,625
-170
| -6% | -$10.7K | ﹤0.01% | 413 |
|
|
2020
Q4 | $186K | Hold |
2,795
| – | – | 0.01% | 393 |
|
|
2020
Q3 | $193K | Hold |
2,795
| – | – | 0.01% | 363 |
|
|
2020
Q2 | $175K | Sell |
2,795
-232
| -8% | -$14.6K | 0.01% | 359 |
|
|
2020
Q1 | $183K | Sell |
3,027
-320
| -10% | -$20.9K | 0.01% | 333 |
|
|
2019
Q4 | $213K | Hold |
3,347
| – | – | 0.01% | 384 |
|
|
2019
Q3 | $217K | Sell |
3,347
-225
| -6% | -$14K | 0.01% | 374 |
|
|
2019
Q2 | $212K | Buy |
+3,572
| New | +$205K | 0.01% | 382 |
|
|
2016
Q3 | – | Sell |
-4,761
| Closed | -$213K | – | 330 |
|
|
2016
Q2 | $213K | Sell |
4,761
-300
| -6% | -$12.4K | 0.01% | 307 |
|
|
2016
Q1 | $212K | Buy |
+5,061
| New | +$197K | 0.01% | 298 |
|
|
2015
Q2 | – | Sell |
-6,136
| Closed | -$214K | – | 302 |
|
|
2015
Q1 | $214K | Sell |
6,136
-532
| -8% | -$19K | 0.01% | 281 |
|
|
2014
Q4 | $240K | Hold |
6,668
| – | – | 0.01% | 277 |
|
|
2014
Q3 | $203K | Buy |
6,668
+400
| +6% | +$12.5K | 0.01% | 292 |
|
|
2014
Q2 | $202K | Buy |
+6,268
| New | +$194K | 0.01% | 282 |
|
|
2013
Q3 | – | Sell |
-9,368
| Closed | -$266K | – | 284 |
|
|
2013
Q2 | $266K | Buy |
+9,368
| New | +$280K | 0.02% | 246 |
|
Other funds holding XEL
HM Payson & Co's XEL Position: Q2 2026 in Review
HM Payson & Co held its Xcel Energy (XEL) position steady in Q2 2026 at 3,515 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #393.
HM Payson & Co first reported a position in XEL in Q2 2013 and has held it in 36 quarters since. The position peaked at $283K in Q3 2025. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- HM Payson & Co held 3,515 shares of Xcel Energy worth $282K as of Q2 2026.
- HM Payson & Co left its Xcel Energy share count unchanged in Q2 2026.
- Xcel Energy made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #393 holding.
- HM Payson & Co first reported a position in Xcel Energy in Q2 2013 and has held it in 36 quarters since.
- HM Payson & Co's Xcel Energy position peaked at $283K in Q3 2025.
- 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.