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JNBA Financial Advisors’s Xcel Energy XEL Stock Holding History

JNBA Financial Advisors’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 		$326K Buy
4,061
+20
+0.5% +$1.6K 0.02% 166
2026
Q1 		$321K Hold
4,041
– – 0.03% 165
2025
Q4 		$299K Buy
4,041
+196
+5% +$15.5K 0.03% 165
2025
Q3 		$310K Hold
3,845
– – 0.03% 159
2025
Q2 		$262K Hold
3,845
– – 0.03% 167
2025
Q1 		$272K Sell
3,845
-171
-4% -$11.6K 0.03% 164
2024
Q4 		$271K Hold
4,016
– – 0.03% 161
2024
Q3 		$262K Buy
4,016
+1,558
+63% +$92.4K 0.03% 166
2024
Q2 		$131K Hold
2,458
– – 0.01% 201
2024
Q1 		$132K Sell
2,458
-158
-6% -$9.02K 0.01% 213
2023
Q4 		$162K Buy
2,616
+332
+15% +$19.9K 0.02% 199
2023
Q3 		$131K Buy
2,284
+143
+7% +$8.6K 0.02% 209
2023
Q2 		$133K Sell
2,141
-25
-1% -$1.67K 0.02% 207
2023
Q1 		$146K Sell
2,166
-370
-15% -$25K 0.02% 210
2022
Q4 		$178K Sell
2,536
-373
-13% -$24.8K 0.02% 196
2022
Q3 		$186K Sell
2,909
-850
-23% -$61.9K 0.03% 183
2022
Q2 		$266K Sell
3,759
-315
-8% -$22.9K 0.04% 161
2022
Q1 		$294K Sell
4,074
-164
-4% -$11.3K 0.04% 162
2021
Q4 		$287K Sell
4,238
-73
-2% -$4.76K 0.04% 168
2021
Q3 		$269K Buy
4,311
+73
+2% +$4.93K 0.04% 170
2021
Q2 		$279K Buy
4,238
+250
+6% +$17.4K 0.04% 166
2021
Q1 		$265K Sell
3,988
-250
-6% -$15.8K 0.04% 166
2020
Q4 		$283K Sell
4,238
-467
-10% -$32.5K 0.05% 148
2020
Q3 		$325K Sell
4,705
-500
-10% -$34.1K 0.07% 118
2020
Q2 		$325K Hold
5,205
– – 0.07% 117
2020
Q1 		$314K Buy
5,205
+73
+1% +$4.76K 0.08% 112
2019
Q4 		$326K Hold
5,132
– – 0.06% 120
2019
Q3 		$333K Buy
5,132
+3,000
+141% +$187K 0.07% 112
2019
Q2 		$127K Hold
2,132
– – 0.03% 169
2019
Q1 		$120K Hold
2,132
– – 0.03% 167
2018
Q4 		$105K Buy
+2,132
New +$107K 0.02% 158
2018
Q3 		– Sell
-2,282
Closed -$104K – 725
2018
Q2 		$104K Hold
2,282
– – 0.02% 173
2018
Q1 		$104K Sell
2,282
-300
-12% -$13.4K 0.02% 163
2017
Q4 		$124K Hold
2,582
– – 0.03% 157
2017
Q3 		$122K Sell
2,582
-500
-16% -$24K 0.03% 150
2017
Q2 		$141K Sell
3,082
-875
-22% -$40.3K 0.03% 142
2017
Q1 		$176K Buy
3,957
+763
+24% +$32.3K 0.04% 125
2016
Q4 		$130K Buy
3,194
+2,759
+634% +$110K 0.03% 147
2016
Q3 		$18K Sell
435
-2,759
-86% -$118K ﹤0.01% 860
2016
Q2 		$143K Sell
3,194
-22
-0.7% -$910 0.04% 146
2016
Q1 		$135K Buy
3,216
+22
+0.7% +$858 0.05% 132
2015
Q4 		$115K Buy
3,194
+296
+10% +$10.6K 0.04% 141
2015
Q3 		$103K Hold
2,898
– – 0.04% 133
2015
Q2 		$93K Sell
2,898
-125
-4% -$4.21K 0.04% 137
2015
Q1 		$105K Hold
3,023
– – 0.04% 126
2014
Q4 		$109K Hold
3,023
– – 0.04% 128
2014
Q3 		$92K Hold
3,023
– – 0.04% 142
2014
Q2 		$97K Hold
3,023
– – 0.05% 130
2014
Q1 		$92K Hold
3,023
– – 0.05% 125
2013
Q4 		$84K Buy
3,023
+1,006
+50% +$28.4K 0.05% 134
2013
Q3 		$56K Sell
2,017
-628
-24% -$18K 0.03% 154
2013
Q2 		$75K Buy
+2,645
New +$79K 0.05% 127

Other funds holding XEL

Assenagon Asset Management
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
PL
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

JNBA Financial Advisors's XEL Position: Q2 2026 in Review

JNBA Financial Advisors increased its Xcel Energy (XEL) stake by 0.49% in Q2 2026, buying an estimated $1.6K and bringing the position to 4,061 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #166.

JNBA Financial Advisors first reported a position in XEL in Q2 2013 and has held it in 52 quarters since. The position peaked at $333K in Q3 2019. 392 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • JNBA Financial Advisors held 4,061 shares of Xcel Energy worth $326K as of Q2 2026.
  • JNBA Financial Advisors bought 20 Xcel Energy shares in Q2 2026, an estimated $1.6K.
  • Xcel Energy made up 0.02% of JNBA Financial Advisors's portfolio in Q2 2026, its #166 holding.
  • JNBA Financial Advisors first reported a position in Xcel Energy in Q2 2013 and has held it in 52 quarters since.
  • JNBA Financial Advisors's Xcel Energy position peaked at $333K in Q3 2019.
  • 392 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.