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Peapack-Gladstone Financial Corp’s Xcel Energy XEL Stock Holding History

Peapack-Gladstone Financial Corp’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 		$604K Buy
7,528
+431
+6% +$34.4K 0.01% 479
2026
Q1 		$564K Buy
+7,097
New +$557K 0.01% 476
2023
Q1 		– Sell
-2,880
Closed -$202K – 720
2022
Q4 		$202K Buy
+2,880
New +$192K ﹤0.01% 624
2022
Q3 		– Sell
-3,350
Closed -$237K – 717
2022
Q2 		$237K Buy
3,350
+4
+0.1% +$291 0.01% 558
2022
Q1 		$241K Sell
3,346
-161
-5% -$11.1K ﹤0.01% 604
2021
Q4 		$237K Sell
3,507
-53
-1% -$3.46K ﹤0.01% 609
2021
Q3 		$223K Buy
3,560
+204
+6% +$13.8K ﹤0.01% 604
2021
Q2 		$221K Hold
3,356
– – 0.01% 576
2021
Q1 		$223K Sell
3,356
-2,635
-44% -$167K 0.01% 545
2020
Q4 		$399K Sell
5,991
-312
-5% -$21.7K 0.01% 326
2020
Q3 		$435K Hold
6,303
– – 0.02% 289
2020
Q2 		$394K Buy
6,303
+114
+2% +$7.18K 0.02% 295
2020
Q1 		$373K Buy
6,189
+839
+16% +$54.7K 0.02% 284
2019
Q4 		$340K Hold
5,350
– – 0.01% 291
2019
Q3 		$347K Buy
5,350
+980
+22% +$61.1K 0.01% 290
2019
Q2 		$260K Buy
+4,370
New +$251K 0.01% 314

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

Peapack-Gladstone Financial Corp's XEL Position: Q2 2026 in Review

Peapack-Gladstone Financial Corp increased its Xcel Energy (XEL) stake by 6.1% in Q2 2026, buying an estimated $34.4K and bringing the position to 7,528 shares worth $604K. The position accounts for 0.01% of the portfolio, ranked #479.

Peapack-Gladstone Financial Corp first reported a position in XEL in Q2 2019 and has held it in 16 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Peapack-Gladstone Financial Corp held 7,528 shares of Xcel Energy worth $604K as of Q2 2026.
  • Peapack-Gladstone Financial Corp bought 431 Xcel Energy shares in Q2 2026, an estimated $34.4K.
  • Xcel Energy made up 0.01% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #479 holding.
  • Peapack-Gladstone Financial Corp first reported a position in Xcel Energy in Q2 2019 and has held it in 16 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.