Ramsay Stattman Vela & Price’s Xcel Energy XEL Stock Holding History

Ramsay Stattman Vela & Price’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	$230K	Hold	2,870	–	–	0.04%	79
2026 Q1	$228K	Hold	2,870	–	–	0.05%	74
2025 Q4	$212K	Hold	2,870	–	–	0.04%	78
2025 Q3	$231K	Sell	2,870 -1,200	-29%	-$86.8K	0.04%	77
2025 Q2	$277K	Hold	4,070	–	–	0.05%	73
2025 Q1	$288K	Hold	4,070	–	–	0.05%	72
2024 Q4	$275K	Hold	4,070	–	–	0.05%	70
2024 Q3	$266K	Sell	4,070 -313	-7%	-$18.6K	0.05%	71
2024 Q2	$234K	Hold	4,383	–	–	0.04%	73
2024 Q1	$236K	Hold	4,383	–	–	0.05%	72
2023 Q4	$271K	Sell	4,383 -850	-16%	-$51K	0.06%	75
2023 Q3	$299K	Hold	5,233	–	–	0.06%	74
2023 Q2	$325K	Hold	5,233	–	–	0.07%	76
2023 Q1	$353K	Hold	5,233	–	–	0.08%	77
2022 Q4	$367K	Hold	5,233	–	–	0.08%	78
2022 Q3	$335K	Hold	5,233	–	–	0.08%	76
2022 Q2	$370K	Buy	5,233 +1,200	+30%	+$87.3K	0.08%	85
2022 Q1	$291K	Sell	4,033 -540	-12%	-$37.1K	0.06%	86
2021 Q4	$310K	Hold	4,573	–	–	0.07%	62
2021 Q3	$286K	Sell	4,573 -570	-11%	-$38.5K	0.07%	63
2021 Q2	$339K	Hold	5,143	–	–	0.08%	61
2021 Q1	$342K	Buy	+5,143	New	+$325K	0.09%	60

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

Ramsay Stattman Vela & Price's XEL Position: Q2 2026 in Review

Ramsay Stattman Vela & Price held its Xcel Energy (XEL) position steady in Q2 2026 at 2,870 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #79.

Ramsay Stattman Vela & Price first reported a position in XEL in Q1 2021 and has held it in 22 quarters since. The position peaked at $370K in Q2 2022. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Ramsay Stattman Vela & Price held 2,870 shares of Xcel Energy worth $230K as of Q2 2026.
Ramsay Stattman Vela & Price left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.04% of Ramsay Stattman Vela & Price's portfolio in Q2 2026, its #79 holding.
Ramsay Stattman Vela & Price first reported a position in Xcel Energy in Q1 2021 and has held it in 22 quarters since.
Ramsay Stattman Vela & Price's Xcel Energy position peaked at $370K in Q2 2022.
1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Ramsay Stattman Vela & Price's 13F filing for Q2 2026, filed 4 Aug 2026.