Johnson Financial Group Inc (Wisconsin)’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 | $516K | Sell |
6,397
-8,095
| -56% | -$646K | 0.02% | 231 |
|
|
2026
Q1 | $1.16M | Sell |
14,492
-2,341
| -14% | -$184K | 0.04% | 160 |
|
|
2025
Q4 | $1.25M | Sell |
16,833
-720
| -4% | -$56.8K | 0.05% | 148 |
|
|
2025
Q3 | $1.43M | Sell |
17,553
-2,463
| -12% | -$178K | 0.05% | 149 |
|
|
2025
Q2 | $1.37M | Buy |
20,016
+2,766
| +16% | +$192K | 0.06% | 141 |
|
|
2025
Q1 | $1.23M | Buy |
17,250
+1,488
| +9% | +$101K | 0.06% | 140 |
|
|
2024
Q4 | $1.06M | Buy |
+15,762
| New | +$1.06M | 0.05% | 139 |
|
|
2022
Q3 | – | Sell |
-425
| Closed | -$30K | – | 798 |
|
|
2022
Q2 | $30K | Hold |
425
| – | – | ﹤0.01% | 442 |
|
|
2022
Q1 | $31K | Hold |
425
| – | – | ﹤0.01% | 495 |
|
|
2021
Q4 | $29K | Buy |
+425
| New | +$27.7K | ﹤0.01% | 526 |
|
|
2021
Q2 | – | Sell |
-1,019
| Closed | -$68K | – | 816 |
|
|
2021
Q1 | $68K | Buy |
+1,019
| New | +$64.4K | ﹤0.01% | 372 |
|
|
2020
Q4 | – | Sell |
-1,499
| Closed | -$103K | – | 532 |
|
|
2020
Q3 | $103K | Buy |
1,499
+368
| +33% | +$25.1K | 0.01% | 223 |
|
|
2020
Q2 | $71K | Hold |
1,131
| – | – | 0.01% | 244 |
|
|
2020
Q1 | $68K | Sell |
1,131
-145
| -11% | -$9.45K | 0.01% | 265 |
|
|
2019
Q4 | $81K | Hold |
1,276
| – | – | 0.01% | 276 |
|
|
2019
Q3 | $83K | Sell |
1,276
-140
| -10% | -$8.72K | 0.01% | 297 |
|
|
2019
Q2 | $84K | Hold |
1,416
| – | – | 0.01% | 288 |
|
|
2019
Q1 | $80K | Hold |
1,416
| – | – | 0.01% | 285 |
|
|
2018
Q4 | $70K | Sell |
1,416
-34
| -2% | -$1.71K | 0.01% | 294 |
|
|
2018
Q3 | $68K | Buy |
1,450
+74
| +5% | +$3.49K | 0.01% | 296 |
|
|
2018
Q2 | $63K | Sell |
1,376
-500
| -27% | -$22.4K | 0.01% | 312 |
|
|
2018
Q1 | $85K | Buy |
1,876
+500
| +36% | +$22.3K | 0.01% | 294 |
|
|
2017
Q4 | $66K | Hold |
1,376
| – | – | 0.01% | 334 |
|
|
2017
Q3 | $65K | Sell |
1,376
-13
| -0.9% | -$624 | 0.01% | 326 |
|
|
2017
Q2 | $64K | Sell |
1,389
-100
| -7% | -$4.6K | 0.01% | 335 |
|
|
2017
Q1 | $66K | Hold |
1,489
| – | – | 0.01% | 369 |
|
|
2016
Q4 | $61K | Sell |
1,489
-1,201
| -45% | -$48K | 0.01% | 379 |
|
|
2016
Q3 | $111K | Buy |
2,690
+1,201
| +81% | +$51.4K | 0.01% | 328 |
|
|
2016
Q2 | $67K | Hold |
1,489
| – | – | 0.01% | 408 |
|
|
2016
Q1 | $62K | Hold |
1,489
| – | – | 0.01% | 361 |
|
|
2015
Q4 | $53K | Hold |
1,489
| – | – | 0.01% | 375 |
|
|
2015
Q3 | $53K | Buy |
1,489
+285
| +24% | +$9.69K | 0.01% | 463 |
|
|
2015
Q2 | $39K | Sell |
1,204
-840
| -41% | -$28.3K | 0.01% | 527 |
|
|
2015
Q1 | $71K | Hold |
2,044
| – | – | 0.02% | 448 |
|
|
2014
Q4 | $73K | Hold |
2,044
| – | – | 0.02% | 425 |
|
|
2014
Q3 | $62K | Hold |
2,044
| – | – | 0.02% | 415 |
|
|
2014
Q2 | $66K | Buy |
2,044
+1,000
| +96% | +$31K | 0.02% | 418 |
|
|
2014
Q1 | $32K | Sell |
1,044
-200
| -16% | -$5.83K | 0.01% | 466 |
|
|
2013
Q4 | $35K | Buy |
1,244
+200
| +19% | +$5.65K | 0.01% | 435 |
|
|
2013
Q3 | $29K | Sell |
1,044
-424
| -29% | -$12.1K | 0.01% | 470 |
|
|
2013
Q2 | $42K | Buy |
+1,468
| New | +$43.9K | 0.01% | 433 |
|
Other funds holding XEL
Johnson Financial Group Inc (Wisconsin)'s XEL Position: Q2 2026 in Review
Johnson Financial Group Inc (Wisconsin) reduced its Xcel Energy (XEL) stake by 56% in Q2 2026, selling an estimated $646K and leaving 6,397 shares worth $516K. The position accounts for 0.02% of the portfolio, ranked #231.
Johnson Financial Group Inc (Wisconsin) first reported a position in XEL in Q2 2013 and has held it in 41 quarters since. The position peaked at $1.43M in Q3 2025. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- Johnson Financial Group Inc (Wisconsin) held 6,397 shares of Xcel Energy worth $516K as of Q2 2026.
- Johnson Financial Group Inc (Wisconsin) sold 8,095 Xcel Energy shares in Q2 2026, an estimated $646K.
- Xcel Energy made up 0.02% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #231 holding.
- Johnson Financial Group Inc (Wisconsin) first reported a position in Xcel Energy in Q2 2013 and has held it in 41 quarters since.
- Johnson Financial Group Inc (Wisconsin)'s Xcel Energy position peaked at $1.43M in Q3 2025.
- 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.