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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jefferies Financial Group's XEL Position: Q2 2026 in Review

Jefferies Financial Group increased its Xcel Energy (XEL) stake by 809% in Q2 2026, buying an estimated $27.9M and bringing the position to 393,348 shares worth $31.6M. The position accounts for 0.21% of the portfolio, ranked #95.

Jefferies Financial Group first reported a position in XEL in Q2 2023 and has held it in 10 quarters since. The position peaked at $48.7M in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Jefferies Financial Group held 393,348 shares of Xcel Energy worth $31.6M as of Q2 2026.
  • Jefferies Financial Group bought 350,055 Xcel Energy shares in Q2 2026, an estimated $27.9M.
  • Xcel Energy made up 0.21% of Jefferies Financial Group's portfolio in Q2 2026, its #95 holding.
  • Jefferies Financial Group first reported a position in Xcel Energy in Q2 2023 and has held it in 10 quarters since.
  • Jefferies Financial Group's Xcel Energy position peaked at $48.7M in Q3 2025.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.