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Laird Norton Wetherby Trust Company’s Xcel Energy XEL Stock Holding History

Laird Norton Wetherby Trust Company’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 		$1.21M Sell
15,007
-152
-1% -$12.1K 0.02% 450
2026
Q1 		$1.21M Sell
15,159
-319
-2% -$25K 0.03% 437
2025
Q4 		$1.15M Buy
+15,478
New +$1.22M 0.02% 463

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

Laird Norton Wetherby Trust Company's XEL Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company reduced its Xcel Energy (XEL) stake by 1% in Q2 2026, selling an estimated $12.1K and leaving 15,007 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #450.

Laird Norton Wetherby Trust Company first reported a position in XEL in Q4 2025 and has held it in 3 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 15,007 shares of Xcel Energy worth $1.21M as of Q2 2026.
  • Laird Norton Wetherby Trust Company sold 152 Xcel Energy shares in Q2 2026, an estimated $12.1K.
  • Xcel Energy made up 0.02% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #450 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Xcel Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.