Lummis Asset Management’s Xcel Energy XEL Stock Holding History

Lummis Asset Management’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	$152K	Hold	1,899	–	–	0.09%	66
2026 Q1	$151K	Hold	1,899	–	–	0.09%	67
2025 Q4	$140K	Hold	1,899	–	–	0.09%	64
2025 Q3	$153K	Hold	1,899	–	–	0.1%	63
2025 Q2	$129K	Sell	1,899 -3,050	-62%	-$212K	0.08%	66
2025 Q1	$350K	Hold	4,949	–	–	0.24%	49
2024 Q4	$334K	Hold	4,949	–	–	0.42%	37
2024 Q3	$323K	Hold	4,949	–	–	0.38%	38
2024 Q2	$264K	Buy	4,949 +1,666	+51%	+$90.6K	0.35%	39
2024 Q1	$176K	Hold	3,283	–	–	0.24%	41
2023 Q4	$203K	Buy	+3,283	New	+$197K	0.16%	56

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lummis Asset Management's XEL Position: Q2 2026 in Review

Lummis Asset Management held its Xcel Energy (XEL) position steady in Q2 2026 at 1,899 shares worth $152K. The position accounts for 0.09% of the portfolio, ranked #66.

Lummis Asset Management first reported a position in XEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $350K in Q1 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Lummis Asset Management held 1,899 shares of Xcel Energy worth $152K as of Q2 2026.
Lummis Asset Management left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.09% of Lummis Asset Management's portfolio in Q2 2026, its #66 holding.
Lummis Asset Management first reported a position in Xcel Energy in Q4 2023 and has held it in 11 quarters since.
Lummis Asset Management's Xcel Energy position peaked at $350K in Q1 2025.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.