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Timothy G. Youngquist 2020 Irrevocable Trust’s Xcel Energy XEL Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-877
Closed -$69.7K – 489
2026
Q1 		$69.7K Buy
+877
New +$68.8K 0.03% 193

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's XEL Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 877 shares — an estimated $69.7K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in XEL in Q1 2026 and held it in 1 quarter. The position peaked at $69.7K in Q1 2026. 745 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 877 Xcel Energy shares in Q2 2026, an estimated $69.7K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Xcel Energy in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Xcel Energy position peaked at $69.7K in Q1 2026.
  • 745 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.