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Kimelman & Baird’s Xcel Energy XEL Stock Holding History

Kimelman & Baird’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 		$52.4K Hold
652
– – ﹤0.01% 171
2026
Q1 		$51.8K Hold
652
– – ﹤0.01% 168
2025
Q4 		$48.2K Hold
652
– – ﹤0.01% 174
2025
Q3 		$52.6K Hold
652
– – ﹤0.01% 178
2025
Q2 		$44.4K Hold
652
– – ﹤0.01% 194
2025
Q1 		$46.2K Hold
652
– – ﹤0.01% 193
2024
Q4 		$44K Hold
652
– – ﹤0.01% 197
2024
Q3 		$42.6K Hold
652
– – ﹤0.01% 204
2024
Q2 		$34.8K Buy
+652
New +$35.5K ﹤0.01% 217

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 $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Kimelman & Baird's XEL Position: Q2 2026 in Review

Kimelman & Baird held its Xcel Energy (XEL) position steady in Q2 2026 at 652 shares worth $52.4K. The position accounts for ﹤0.01% of the portfolio, ranked #171.

Kimelman & Baird first reported a position in XEL in Q2 2024 and has held it in 9 quarters since. The position peaked at $52.6K in Q3 2025. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Kimelman & Baird held 652 shares of Xcel Energy worth $52.4K as of Q2 2026.
  • Kimelman & Baird left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up ﹤0.01% of Kimelman & Baird's portfolio in Q2 2026, its #171 holding.
  • Kimelman & Baird first reported a position in Xcel Energy in Q2 2024 and has held it in 9 quarters since.
  • Kimelman & Baird's Xcel Energy position peaked at $52.6K in Q3 2025.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Kimelman & Baird's 13F filing for Q2 2026, filed 5 Aug 2026.