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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
2025
Q4 		– Sell
-34,500
Closed -$2.78M – 2100
2025
Q3 		$2.78M Buy
+34,500
New +$2.5M 0.01% 536
2023
Q3 		– Sell
-15,300
Closed -$951K – 2038
2023
Q2 		$951K Buy
+15,300
New +$1.02M 0.01% 938

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
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.