JP Morgan Chase
XEL icon

JP Morgan Chase’s Xcel Energy XEL Stock Holding History

JP Morgan Chase’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 		$28.7M Buy
+350,000
New +$27.9M ﹤0.01% 1922
2022
Q1 		– Sell
-12,400
Closed -$839K – 7077
2021
Q4 		$839K Hold
12,400
– – ﹤0.01% 4510
2021
Q3 		$775K Buy
+12,400
New +$838K ﹤0.01% 4481
2016
Q1 		– Sell
-31,500
Closed -$1.13M – 4982
2015
Q4 		$1.13M Buy
+31,500
New +$1.12M ﹤0.01% 3068

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 $3.38T AUM 44.17% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase's XEL Position: Q2 2026 in Review

JP Morgan Chase reduced its Xcel Energy (XEL) stake by 24% in Q2 2026, selling an estimated $555M and leaving 21,741,661 shares worth $1.78B. The position accounts for 0.1% of the portfolio, ranked #188.

JP Morgan Chase first reported a position in XEL in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.76B in Q2 2021. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • JP Morgan Chase held 21,741,661 shares of Xcel Energy worth $1.78B as of Q2 2026.
  • JP Morgan Chase sold 6,957,306 Xcel Energy shares in Q2 2026, an estimated $555M.
  • Xcel Energy made up 0.1% of JP Morgan Chase's portfolio in Q2 2026, its #188 holding.
  • JP Morgan Chase first reported a position in Xcel Energy in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's Xcel Energy position peaked at $2.76B in Q2 2021.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.