Johnson Investment Counsel’s Xcel Energy XEL Stock Holding History

Johnson Investment Counsel’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	$264K	Sell	3,287 -302	-8%	-$24.1K	﹤0.01%	763
2026 Q1	$285K	Sell	3,589 -550	-13%	-$43.1K	﹤0.01%	716
2025 Q4	$306K	Hold	4,139	–	–	﹤0.01%	664
2025 Q3	$334K	Hold	4,139	–	–	﹤0.01%	665
2025 Q2	$282K	Buy	4,139 +21	+0.5%	+$1.46K	﹤0.01%	683
2025 Q1	$292K	Sell	4,118 -183	-4%	-$12.5K	﹤0.01%	652
2024 Q4	$290K	Buy	4,301 +706	+20%	+$47.4K	﹤0.01%	659
2024 Q3	$235K	Sell	3,595 -471	-12%	-$27.9K	﹤0.01%	722
2024 Q2	$217K	Hold	4,066	–	–	﹤0.01%	696
2024 Q1	$219K	Hold	4,066	–	–	﹤0.01%	693
2023 Q4	$252K	Buy	+4,066	New	+$244K	﹤0.01%	625
2023 Q2	–	Sell	-4,944	Closed	-$333K	–	691
2023 Q1	$333K	Buy	+4,944	New	+$334K	﹤0.01%	531
2020 Q4	–	Sell	-3,123	Closed	-$217K	–	612
2020 Q3	$217K	Sell	3,123 -1,102	-26%	-$75.2K	﹤0.01%	534
2020 Q2	$265K	Buy	4,225 +1,016	+32%	+$64K	0.01%	499
2020 Q1	$205K	Hold	3,209	–	–	﹤0.01%	519
2019 Q4	$205K	Sell	3,209 -472	-13%	-$29.5K	﹤0.01%	572
2019 Q3	$240K	Hold	3,681	–	–	﹤0.01%	542
2019 Q2	$218K	Buy	+3,681	New	+$212K	﹤0.01%	561
2018 Q3	–	Sell	-9,798	Closed	-$447K	–	666
2018 Q2	$447K	Buy	+9,798	New	+$439K	0.01%	448

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Johnson Investment Counsel's XEL Position: Q2 2026 in Review

Johnson Investment Counsel reduced its Xcel Energy (XEL) stake by 8.4% in Q2 2026, selling an estimated $24.1K and leaving 3,287 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Johnson Investment Counsel first reported a position in XEL in Q2 2018 and has held it in 19 quarters since. The position peaked at $447K in Q2 2018. 1,285 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Johnson Investment Counsel held 3,287 shares of Xcel Energy worth $264K as of Q2 2026.
Johnson Investment Counsel sold 302 Xcel Energy shares in Q2 2026, an estimated $24.1K.
Xcel Energy made up ﹤0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #763 holding.
Johnson Investment Counsel first reported a position in Xcel Energy in Q2 2018 and has held it in 19 quarters since.
Johnson Investment Counsel's Xcel Energy position peaked at $447K in Q2 2018.
1,285 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.