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Romano Brothers & Co’s Xcel Energy XEL Stock Holding History

Romano Brothers & Co’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 		$536K Sell
6,674
-150
-2% -$12K 0.05% 234
2026
Q1 		$542K Hold
6,824
– – 0.06% 222
2025
Q4 		$504K Sell
6,824
-300
-4% -$23.7K 0.06% 225
2025
Q3 		$575K Hold
7,124
– – 0.07% 214
2025
Q2 		$485K Buy
7,124
+362
+5% +$25.1K 0.06% 218
2025
Q1 		$479K Hold
6,762
– – 0.06% 219
2024
Q4 		$457K Sell
6,762
-100
-1% -$6.71K 0.06% 219
2024
Q3 		$448K Sell
6,862
-400
-6% -$23.7K 0.06% 221
2024
Q2 		$388K Hold
7,262
– – 0.05% 230
2024
Q1 		$390K Hold
7,262
– – 0.05% 233
2023
Q4 		$450K Sell
7,262
-51
-0.7% -$3.06K 0.07% 205
2023
Q3 		$418K Sell
7,313
-63
-0.9% -$3.79K 0.07% 215
2023
Q2 		$459K Sell
7,376
-388
-5% -$25.9K 0.07% 217
2023
Q1 		$524K Buy
7,764
+100
+1% +$6.75K 0.08% 205
2022
Q4 		$537K Hold
7,664
– – 0.08% 196
2022
Q3 		$490K Buy
+7,664
New +$558K 0.08% 201

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

Romano Brothers & Co's XEL Position: Q2 2026 in Review

Romano Brothers & Co reduced its Xcel Energy (XEL) stake by 2.2% in Q2 2026, selling an estimated $12K and leaving 6,674 shares worth $536K. The position accounts for 0.05% of the portfolio, ranked #234.

Romano Brothers & Co first reported a position in XEL in Q3 2022 and has held it in 16 quarters since. The position peaked at $575K in Q3 2025. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Romano Brothers & Co held 6,674 shares of Xcel Energy worth $536K as of Q2 2026.
  • Romano Brothers & Co sold 150 Xcel Energy shares in Q2 2026, an estimated $12K.
  • Xcel Energy made up 0.05% of Romano Brothers & Co's portfolio in Q2 2026, its #234 holding.
  • Romano Brothers & Co first reported a position in Xcel Energy in Q3 2022 and has held it in 16 quarters since.
  • Romano Brothers & Co's Xcel Energy position peaked at $575K in Q3 2025.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.