Jackson Grant Investment Advisers’s Xcel Energy XEL Stock Holding History

Jackson Grant Investment Advisers’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	$191K	Hold	2,376	–	–	0.06%	127
2026 Q1	$189K	Hold	2,376	–	–	0.06%	123
2025 Q4	$175K	Hold	2,376	–	–	0.06%	126
2025 Q3	$192K	Hold	2,376	–	–	0.06%	117
2025 Q2	$162K	Hold	2,376	–	–	0.06%	119
2025 Q1	$168K	Hold	2,376	–	–	0.07%	114
2024 Q4	$160K	Hold	2,376	–	–	0.06%	114
2024 Q3	$155K	Hold	2,376	–	–	0.06%	121
2024 Q2	$127K	Hold	2,376	–	–	0.05%	130
2024 Q1	$128K	Hold	2,376	–	–	0.05%	129
2023 Q4	$147K	Hold	2,376	–	–	0.07%	117
2023 Q3	$136K	Hold	2,376	–	–	0.07%	117
2023 Q2	$148K	Hold	2,376	–	–	0.07%	116
2023 Q1	$160K	Hold	2,376	–	–	0.08%	119
2022 Q4	$167K	Hold	2,376	–	–	0.08%	107
2022 Q3	$152K	Hold	2,376	–	–	0.08%	108
2022 Q2	$168K	Hold	2,376	–	–	0.08%	107
2022 Q1	$171K	Buy	+2,376	New	+$163K	0.07%	117
2021 Q4	–	Sell	-2,376	Closed	-$149K	–	350
2021 Q3	$149K	Hold	2,376	–	–	0.07%	127
2021 Q2	$157K	Hold	2,376	–	–	0.07%	121
2021 Q1	$158K	Hold	2,376	–	–	0.07%	120
2020 Q4	$158K	Hold	2,376	–	–	0.08%	103
2020 Q3	$164K	Hold	2,376	–	–	0.1%	89
2020 Q2	$149K	Hold	2,376	–	–	0.09%	89
2020 Q1	$143K	Hold	2,376	–	–	0.11%	85
2019 Q4	$151K	Hold	2,376	–	–	0.08%	102
2019 Q3	$154K	Hold	2,376	–	–	0.09%	97
2019 Q2	$141K	Hold	2,376	–	–	0.08%	99
2019 Q1	$134K	Buy	+2,376	New	+$126K	0.08%	99
2016 Q1	–	Sell	-66	Closed	-$2K	–	200
2015 Q4	$2K	Buy	+66	New	+$2.36K	﹤0.01%	188

Other funds holding XEL

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Jackson Grant Investment Advisers's XEL Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Xcel Energy (XEL) position steady in Q2 2026 at 2,376 shares worth $191K. The position accounts for 0.06% of the portfolio, ranked #127.

Jackson Grant Investment Advisers first reported a position in XEL in Q4 2015 and has held it in 30 quarters since. The position peaked at $192K in Q3 2025. 521 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Jackson Grant Investment Advisers held 2,376 shares of Xcel Energy worth $191K as of Q2 2026.
Jackson Grant Investment Advisers left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.06% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #127 holding.
Jackson Grant Investment Advisers first reported a position in Xcel Energy in Q4 2015 and has held it in 30 quarters since.
Jackson Grant Investment Advisers's Xcel Energy position peaked at $192K in Q3 2025.
521 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.