JP Morgan Chase
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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

JP Morgan Chase's XEL Position: Q1 2026 in Review

JP Morgan Chase increased its Xcel Energy (XEL) stake by 17% in Q1 2026, buying an estimated $324M and bringing the position to 28,698,967 shares worth $2.27B. The position accounts for 0.15% of the portfolio, ranked #144.

JP Morgan Chase first reported a position in XEL in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.76B in Q2 2021. 1,269 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • JP Morgan Chase held 28,698,967 shares of Xcel Energy worth $2.27B as of Q1 2026.
  • JP Morgan Chase bought 4,126,529 Xcel Energy shares in Q1 2026, an estimated $324M.
  • Xcel Energy made up 0.15% of JP Morgan Chase's portfolio in Q1 2026, its #144 holding.
  • JP Morgan Chase first reported a position in Xcel Energy in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Xcel Energy position peaked at $2.76B in Q2 2021.
  • 1,269 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.