LPL Financial’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $123M | Sell |
1,526,598
-139,626
| -8% | -$11.1M | 0.03% | 562 |
|
|
2026
Q1 | $132M | Sell |
1,666,224
-114,435
| -6% | -$8.98M | 0.04% | 481 |
|
|
2025
Q4 | $132M | Buy |
1,780,659
+75,319
| +4% | +$5.94M | 0.04% | 460 |
|
|
2025
Q3 | $138M | Buy |
1,705,340
+54,387
| +3% | +$3.93M | 0.04% | 423 |
|
|
2025
Q2 | $112M | Buy |
1,650,953
+109,383
| +7% | +$7.59M | 0.04% | 436 |
|
|
2025
Q1 | $109M | Buy |
1,541,570
+156,802
| +11% | +$10.7M | 0.04% | 394 |
|
|
2024
Q4 | $93.5M | Buy |
1,384,768
+99,389
| +8% | +$6.67M | 0.04% | 421 |
|
|
2024
Q3 | $83.9M | Buy |
1,285,379
+13,885
| +1% | +$824K | 0.04% | 434 |
|
|
2024
Q2 | $67.9M | Buy |
1,271,494
+350,056
| +38% | +$19M | 0.03% | 466 |
|
|
2024
Q1 | $49.5M | Buy |
921,438
+21,876
| +2% | +$1.25M | 0.03% | 555 |
|
|
2023
Q4 | $55.7M | Buy |
899,562
+208,946
| +30% | +$12.5M | 0.03% | 466 |
|
|
2023
Q3 | $39.5M | Buy |
690,616
+138,004
| +25% | +$8.29M | 0.03% | 534 |
|
|
2023
Q2 | $34.4M | Buy |
552,612
+19,113
| +4% | +$1.28M | 0.02% | 571 |
|
|
2023
Q1 | $36M | Buy |
533,499
+41,038
| +8% | +$2.77M | 0.03% | 509 |
|
|
2022
Q4 | $34.5M | Buy |
492,461
+29,458
| +6% | +$1.96M | 0.03% | 495 |
|
|
2022
Q3 | $29.6M | Buy |
463,003
+66,263
| +17% | +$4.82M | 0.03% | 496 |
|
|
2022
Q2 | $28.1M | Buy |
396,740
+20,386
| +5% | +$1.48M | 0.03% | 508 |
|
|
2022
Q1 | $27.2M | Buy |
376,354
+17,142
| +5% | +$1.18M | 0.02% | 547 |
|
|
2021
Q4 | $24.3M | Buy |
359,212
+15,166
| +4% | +$989K | 0.02% | 602 |
|
|
2021
Q3 | $21.5M | Buy |
344,046
+17,414
| +5% | +$1.18M | 0.02% | 599 |
|
|
2021
Q2 | $21.5M | Buy |
326,632
+9,473
| +3% | +$659K | 0.02% | 571 |
|
|
2021
Q1 | $21.1M | Buy |
317,159
+14,828
| +5% | +$937K | 0.02% | 524 |
|
|
2020
Q4 | $20.2M | Buy |
302,331
+22,912
| +8% | +$1.6M | 0.03% | 475 |
|
|
2020
Q3 | $19.3M | Buy |
279,419
+10,987
| +4% | +$750K | 0.03% | 410 |
|
|
2020
Q2 | $16.8M | Buy |
268,432
+21,571
| +9% | +$1.36M | 0.03% | 427 |
|
|
2020
Q1 | $14.9M | Buy |
246,861
+34,654
| +16% | +$2.26M | 0.03% | 388 |
|
|
2019
Q4 | $13.5M | Buy |
212,207
+16,619
| +8% | +$1.04M | 0.02% | 479 |
|
|
2019
Q3 | $12.7M | Sell |
195,588
-9,215
| -4% | -$574K | 0.03% | 457 |
|
|
2019
Q2 | $12.2M | Buy |
204,803
+13,650
| +7% | +$785K | 0.03% | 455 |
|
|
2019
Q1 | $10.7M | Sell |
191,153
-9,430
| -5% | -$502K | 0.02% | 468 |
|
|
2018
Q4 | $9.88M | Sell |
200,583
-1,822
| -0.9% | -$91.4K | 0.03% | 444 |
|
|
2018
Q3 | $9.56M | Sell |
202,405
-2,000
| -1% | -$94.4K | 0.02% | 505 |
|
|
2018
Q2 | $9.34M | Buy |
204,405
+4,707
| +2% | +$211K | 0.02% | 481 |
|
|
2018
Q1 | $9.08M | Buy |
199,698
+19,840
| +11% | +$884K | 0.03% | 483 |
|
|
2017
Q4 | $8.65M | Buy |
179,858
+92,613
| +106% | +$4.6M | 0.03% | 452 |
|
|
2017
Q3 | $4.13M | Sell |
87,245
-750
| -0.9% | -$36K | 0.01% | 667 |
|
|
2017
Q2 | $4.04M | Buy |
87,995
+27,556
| +46% | +$1.27M | 0.02% | 637 |
|
|
2017
Q1 | $2.68M | Buy |
60,439
+2,115
| +4% | +$89.6K | 0.02% | 689 |
|
|
2016
Q4 | $2.37M | Buy |
58,324
+39,104
| +203% | +$1.56M | 0.02% | 718 |
|
|
2016
Q3 | $761K | Buy |
19,220
+8,522
| +80% | +$364K | 0.01% | 1401 |
|
|
2016
Q2 | $485K | Sell |
10,698
-84,451
| -89% | -$3.49M | ﹤0.01% | 1701 |
|
|
2016
Q1 | $3.9M | Sell |
95,149
-9,300
| -9% | -$363K | 0.01% | 836 |
|
|
2015
Q4 | $3.77M | Buy |
104,449
+54,988
| +111% | +$1.96M | 0.01% | 838 |
|
|
2015
Q3 | $1.76M | Sell |
49,461
-4,394
| -8% | -$149K | 0.01% | 898 |
|
|
2015
Q2 | $1.77M | Buy |
53,855
+4,065
| +8% | +$137K | 0.01% | 984 |
|
|
2015
Q1 | $1.74M | Sell |
49,790
-4,031
| -7% | -$144K | 0.01% | 990 |
|
|
2014
Q4 | $1.93M | Sell |
53,821
-262
| -0.5% | -$8.8K | 0.01% | 897 |
|
|
2014
Q3 | $1.65M | Buy |
54,083
+10,404
| +24% | +$326K | 0.01% | 970 |
|
|
2014
Q2 | $1.41M | Sell |
43,679
-1,362
| -3% | -$42.2K | 0.01% | 1101 |
|
|
2014
Q1 | $1.37M | Sell |
45,041
-9,935
| -18% | -$290K | 0.01% | 1064 |
|
|
2013
Q4 | $1.54M | Buy |
54,976
+12,859
| +31% | +$363K | 0.01% | 983 |
|
|
2013
Q3 | $1.18M | Buy |
42,117
+1,274
| +3% | +$36.4K | 0.01% | 1086 |
|
|
2013
Q2 | $1.16M | Buy |
+40,843
| New | +$1.22M | 0.01% | 1041 |
|
Other funds holding XEL
LPL Financial's XEL Position: Q2 2026 in Review
LPL Financial reduced its Xcel Energy (XEL) stake by 8.4% in Q2 2026, selling an estimated $11.1M and leaving 1,526,598 shares worth $123M. The position accounts for 0.03% of the portfolio, ranked #562.
LPL Financial first reported a position in XEL in Q2 2013 and has held it in 53 quarters since. The position peaked at $138M in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- LPL Financial held 1,526,598 shares of Xcel Energy worth $123M as of Q2 2026.
- LPL Financial sold 139,626 Xcel Energy shares in Q2 2026, an estimated $11.1M.
- Xcel Energy made up 0.03% of LPL Financial's portfolio in Q2 2026, its #562 holding.
- LPL Financial first reported a position in Xcel Energy in Q2 2013 and has held it in 53 quarters since.
- LPL Financial's Xcel Energy position peaked at $138M in Q3 2025.
- 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.