Jefferies Financial Group’s Xcel Energy XEL Stock Holding History

Jefferies Financial Group’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 Q1	$3.44M	Sell	43,293 -189,298	-81%	-$14.8M	0.02%	434
2025 Q4	$17.2M	Sell	232,591 -371,001	-61%	-$29.3M	0.09%	215
2025 Q3	$48.7M	Buy	603,592 +539,589	+843%	+$39M	0.23%	64
2025 Q2	$4.36M	Sell	64,003 -76,285	-54%	-$5.29M	0.04%	332
2025 Q1	$9.93M	Buy	140,288 +120,668	+615%	+$8.21M	0.09%	156
2024 Q4	$1.32M	Buy	+19,620	New	+$1.32M	0.01%	800
2024 Q3	–	Sell	-6,675	Closed	-$357K	–	1810
2024 Q2	$357K	Buy	+6,675	New	+$363K	﹤0.01%	1059
2024 Q1	–	Sell	-183,572	Closed	-$11.4M	–	2089
2023 Q4	$11.4M	Buy	+183,572	New	+$11M	0.07%	200
2023 Q3	–	Sell	-5,987	Closed	-$372K	–	2039
2023 Q2	$372K	Buy	+5,987	New	+$400K	﹤0.01%	1267

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jefferies Financial Group's XEL Position: Q1 2026 in Review

Jefferies Financial Group reduced its Xcel Energy (XEL) stake by 81% in Q1 2026, selling an estimated $14.8M and leaving 43,293 shares worth $3.44M. The position accounts for 0.02% of the portfolio, ranked #434.

Jefferies Financial Group first reported a position in XEL in Q2 2023 and has held it in 9 quarters since. The position peaked at $48.7M in Q3 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Jefferies Financial Group held 43,293 shares of Xcel Energy worth $3.44M as of Q1 2026.
Jefferies Financial Group sold 189,298 Xcel Energy shares in Q1 2026, an estimated $14.8M.
Xcel Energy made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #434 holding.
Jefferies Financial Group first reported a position in Xcel Energy in Q2 2023 and has held it in 9 quarters since.
Jefferies Financial Group's Xcel Energy position peaked at $48.7M in Q3 2025.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.