Janney Montgomery Scott’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 | $11.2M | Buy |
+139,906
| New | +$11.2M | 0.02% | 644 |
|
|
2026
Q1 | – | Sell |
-142,053
| Closed | -$10.5M | – | 3081 |
|
|
2025
Q4 | $10.5M | Sell |
142,053
-1,569
| -1% | -$124K | 0.02% | 602 |
|
|
2025
Q3 | $11.6M | Sell |
143,622
-3,993
| -3% | -$289K | 0.03% | 544 |
|
|
2025
Q2 | $10.1M | Buy |
147,615
+10,164
| +7% | +$705K | 0.03% | 560 |
|
|
2025
Q1 | $9.73M | Buy |
137,451
+3,344
| +2% | +$228K | 0.03% | 537 |
|
|
2024
Q4 | $9.05M | Buy |
134,107
+6,114
| +5% | +$410K | 0.03% | 567 |
|
|
2024
Q3 | $8.36M | Buy |
127,993
+4,535
| +4% | +$269K | 0.02% | 591 |
|
|
2024
Q2 | $6.59M | Buy |
123,458
+21,777
| +21% | +$1.18M | 0.02% | 625 |
|
|
2024
Q1 | $5.46M | Buy |
101,681
+3,948
| +4% | +$225K | 0.02% | 730 |
|
|
2023
Q4 | $6.05M | Buy |
97,733
+10,546
| +12% | +$633K | 0.02% | 661 |
|
|
2023
Q3 | $4.99M | Buy |
87,187
+1,134
| +1% | +$68.2K | 0.02% | 674 |
|
|
2023
Q2 | $5.35M | Buy |
86,053
+162
| +0.2% | +$10.8K | 0.02% | 675 |
|
|
2023
Q1 | $5.79M | Sell |
85,891
-5,434
| -6% | -$367K | 0.02% | 596 |
|
|
2022
Q4 | $6.4M | Buy |
91,325
+906
| +1% | +$60.3K | 0.02% | 575 |
|
|
2022
Q3 | $5.79M | Buy |
90,419
+3,481
| +4% | +$253K | 0.02% | 561 |
|
|
2022
Q2 | $6.11M | Buy |
86,938
+354
| +0.4% | +$25.8K | 0.03% | 530 |
|
|
2022
Q1 | $6.25M | Buy |
86,584
+11,874
| +16% | +$816K | 0.03% | 521 |
|
|
2021
Q4 | $5.06M | Sell |
74,710
-1,527
| -2% | -$99.5K | 0.02% | 627 |
|
|
2021
Q3 | $4.76M | Sell |
76,237
-457
| -0.6% | -$30.9K | 0.02% | 611 |
|
|
2021
Q2 | $5.05M | Buy |
76,694
+4,028
| +6% | +$280K | 0.02% | 582 |
|
|
2021
Q1 | $4.83M | Sell |
72,666
-22,068
| -23% | -$1.39M | 0.02% | 562 |
|
|
2020
Q4 | $6.32M | Sell |
94,734
-3,090
| -3% | -$215K | 0.03% | 468 |
|
|
2020
Q3 | $6.75M | Buy |
97,824
+11,330
| +13% | +$773K | 0.04% | 387 |
|
|
2020
Q2 | $5.41M | Buy |
86,494
+8,428
| +11% | +$531K | 0.03% | 422 |
|
|
2020
Q1 | $4.71M | Sell |
78,066
-4,187
| -5% | -$273K | 0.04% | 413 |
|
|
2019
Q4 | $5.22M | Sell |
82,253
-836
| -1% | -$52.3K | 0.03% | 446 |
|
|
2019
Q3 | $5.39M | Buy |
83,089
+4,270
| +5% | +$266K | 0.04% | 411 |
|
|
2019
Q2 | $4.69M | Buy |
78,819
+1,698
| +2% | +$97.6K | 0.04% | 445 |
|
|
2019
Q1 | $4.33M | Buy |
77,121
+4,333
| +6% | +$230K | 0.04% | 447 |
|
|
2018
Q4 | $3.59M | Buy |
72,788
+304
| +0.4% | +$15.2K | 0.03% | 452 |
|
|
2018
Q3 | $3.42M | Sell |
72,484
-163
| -0.2% | -$7.7K | 0.03% | 510 |
|
|
2018
Q2 | $3.32M | Buy |
72,647
+409
| +0.6% | +$18.3K | 0.03% | 498 |
|
|
2018
Q1 | $3.29M | Sell |
72,238
-6,639
| -8% | -$296K | 0.03% | 484 |
|
|
2017
Q4 | $3.79M | Buy |
78,877
+6,184
| +9% | +$307K | 0.04% | 437 |
|
|
2017
Q3 | $3.44M | Buy |
72,693
+2,483
| +4% | +$119K | 0.04% | 427 |
|
|
2017
Q2 | $3.22M | Buy |
70,210
+2,492
| +4% | +$115K | 0.04% | 423 |
|
|
2017
Q1 | $3.01M | Buy |
67,718
+3,018
| +5% | +$128K | 0.04% | 421 |
|
|
2016
Q4 | $2.63M | Buy |
64,700
+17,788
| +38% | +$711K | 0.04% | 417 |
|
|
2016
Q3 | $1.93M | Buy |
+46,912
| New | +$2.01M | 0.03% | 443 |
|
|
2016
Q2 | – | Sell |
-43,296
| Closed | -$1.81M | – | 1183 |
|
|
2016
Q1 | $1.81M | Buy |
43,296
+25,655
| +145% | +$1M | 0.05% | 354 |
|
|
2015
Q4 | $634K | Buy |
17,641
+852
| +5% | +$30.4K | 0.02% | 707 |
|
|
2015
Q3 | $594K | Sell |
16,789
-2,718
| -14% | -$92.4K | 0.02% | 748 |
|
|
2015
Q2 | $628K | Buy |
19,507
+2,001
| +11% | +$67.3K | 0.01% | 1042 |
|
|
2015
Q1 | $609K | Sell |
17,506
-11,402
| -39% | -$408K | 0.01% | 1218 |
|
|
2014
Q4 | $1.04M | Buy |
28,908
+767
| +3% | +$25.8K | 0.02% | 849 |
|
|
2014
Q3 | $855K | Buy |
28,141
+498
| +2% | +$15.6K | 0.02% | 925 |
|
|
2014
Q2 | $891K | Buy |
27,643
+10,519
| +61% | +$326K | 0.02% | 886 |
|
|
2014
Q1 | $520K | Buy |
17,124
+2,004
| +13% | +$58.4K | 0.01% | 1102 |
|
|
2013
Q4 | $422K | Buy |
15,120
+264
| +2% | +$7.46K | 0.01% | 1195 |
|
|
2013
Q3 | $410K | Buy |
+14,856
| New | +$425K | 0.01% | 1125 |
|
Other funds holding XEL
Janney Montgomery Scott's XEL Position: Q2 2026 in Review
Janney Montgomery Scott opened a new position in Xcel Energy (XEL) in Q2 2026: 139,906 shares worth $11.2M. The stake represents 0.02% of the portfolio and ranks #644 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in XEL as recently as Q4 2025.
Janney Montgomery Scott first reported a position in XEL in Q3 2013 and has held it in 50 quarters since. The position peaked at $11.6M in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- Janney Montgomery Scott held 139,906 shares of Xcel Energy worth $11.2M as of Q2 2026.
- Xcel Energy was a new Janney Montgomery Scott position in Q2 2026.
- Xcel Energy made up 0.02% of Janney Montgomery Scott's portfolio in Q2 2026, its #644 holding.
- Janney Montgomery Scott first reported a position in Xcel Energy in Q3 2013 and has held it in 50 quarters since.
- Janney Montgomery Scott's Xcel Energy position peaked at $11.6M in Q3 2025.
- 1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.