Raymond James Financial
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Raymond James Financial’s Xcel Energy XEL Stock Holding History

Raymond James Financial’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
Q1 		$146M Sell
1,831,826
-308,663
-14% -$24.2M 0.04% 378
2025
Q4 		$158M Sell
2,140,489
-278,610
-12% -$22M 0.05% 341
2025
Q3 		$195M Sell
2,419,099
-99,962
-4% -$7.23M 0.06% 279
2025
Q2 		$172M Buy
2,519,061
+1,261,439
+100% +$87.5M 0.06% 302
2025
Q1 		$89M Buy
1,257,622
+18,687
+2% +$1.27M 0.03% 474
2024
Q4 		$83.7M Buy
+1,238,935
New +$83.1M 0.03% 496

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James Financial's XEL Position: Q1 2026 in Review

Raymond James Financial reduced its Xcel Energy (XEL) stake by 14% in Q1 2026, selling an estimated $24.2M and leaving 1,831,826 shares worth $146M. The position accounts for 0.04% of the portfolio, ranked #378.

Raymond James Financial first reported a position in XEL in Q4 2024 and has held it in 6 quarters since. The position peaked at $195M in Q3 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Raymond James Financial held 1,831,826 shares of Xcel Energy worth $146M as of Q1 2026.
  • Raymond James Financial sold 308,663 Xcel Energy shares in Q1 2026, an estimated $24.2M.
  • Xcel Energy made up 0.04% of Raymond James Financial's portfolio in Q1 2026, its #378 holding.
  • Raymond James Financial first reported a position in Xcel Energy in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Xcel Energy position peaked at $195M in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.