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Principal Securities’s Xcel Energy XEL Stock Holding History

Principal Securities’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 		$1.82M Sell
22,701
-156
-0.7% -$12.5K 0.02% 588
2026
Q1 		$1.82M Sell
22,857
-1,974
-8% -$155K 0.03% 531
2025
Q4 		$1.83M Buy
24,831
+119
+0.5% +$9.38K 0.03% 507
2025
Q3 		$1.99M Buy
24,712
+51
+0.2% +$3.69K 0.03% 466
2025
Q2 		$1.68M Buy
24,661
+7,333
+42% +$509K 0.03% 462
2025
Q1 		$1.17M Buy
17,328
+126
+0.7% +$8.58K 0.03% 503
2024
Q4 		$1.16M Sell
17,202
-116
-0.7% -$7.78K 0.03% 499
2024
Q3 		$1.13M Buy
17,318
+486
+3% +$28.8K 0.03% 489
2024
Q2 		$899K Buy
16,832
+467
+3% +$25.4K 0.02% 502
2024
Q1 		$880K Buy
16,365
+1,900
+13% +$108K 0.03% 489
2023
Q4 		$896K Buy
+14,465
New +$868K 0.03% 442

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

Principal Securities's XEL Position: Q2 2026 in Review

Principal Securities reduced its Xcel Energy (XEL) stake by 0.68% in Q2 2026, selling an estimated $12.5K and leaving 22,701 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #588.

Principal Securities first reported a position in XEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.99M in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Principal Securities held 22,701 shares of Xcel Energy worth $1.82M as of Q2 2026.
  • Principal Securities sold 156 Xcel Energy shares in Q2 2026, an estimated $12.5K.
  • Xcel Energy made up 0.02% of Principal Securities's portfolio in Q2 2026, its #588 holding.
  • Principal Securities first reported a position in Xcel Energy in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Xcel Energy position peaked at $1.99M in Q3 2025.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.