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Salomon & Ludwin’s Xcel Energy XEL Stock Holding History

Salomon & Ludwin’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 		$61.9K Hold
777
– – 0.01% 451
2026
Q1 		$62.7K Hold
777
– – 0.01% 395
2025
Q4 		$57.6K Buy
777
+268
+53% +$21.1K 0.01% 373
2025
Q3 		$40.9K Buy
509
+253
+99% +$18.3K ﹤0.01% 440
2025
Q2 		$17.3K Hold
256
– – ﹤0.01% 409
2025
Q1 		$18.1K Hold
256
– – ﹤0.01% 377
2024
Q4 		$17.3K Sell
256
-24
-9% -$1.61K ﹤0.01% 377
2024
Q3 		$18.3K Buy
280
+75
+37% +$4.45K ﹤0.01% 380
2024
Q2 		$10.9K Hold
205
– – ﹤0.01% 434
2024
Q1 		$11K Hold
205
– – ﹤0.01% 547
2023
Q4 		$11.7K Hold
205
– – ﹤0.01% 474
2023
Q3 		$11.7K Buy
+205
New +$12.3K ﹤0.01% 473

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

Salomon & Ludwin's XEL Position: Q2 2026 in Review

Salomon & Ludwin held its Xcel Energy (XEL) position steady in Q2 2026 at 777 shares worth $61.9K. The position accounts for 0.01% of the portfolio, ranked #451.

Salomon & Ludwin first reported a position in XEL in Q3 2023 and has held it in 12 quarters since. The position peaked at $62.7K in Q1 2026. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Salomon & Ludwin held 777 shares of Xcel Energy worth $61.9K as of Q2 2026.
  • Salomon & Ludwin left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #451 holding.
  • Salomon & Ludwin first reported a position in Xcel Energy in Q3 2023 and has held it in 12 quarters since.
  • Salomon & Ludwin's Xcel Energy position peaked at $62.7K in Q1 2026.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.