SS
XEL icon

SBI Securities’s Xcel Energy XEL Stock Holding History

SBI 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 		$87.8K Sell
1,093
-59
-5% -$4.71K ﹤0.01% 964
2026
Q1 		$91.5K Sell
1,152
-22
-2% -$1.73K ﹤0.01% 877
2025
Q4 		$86.7K Buy
1,174
+79
+7% +$6.23K ﹤0.01% 889
2025
Q3 		$88.3K Sell
1,095
-2
-0.2% -$145 ﹤0.01% 887
2025
Q2 		$74.7K Buy
1,097
+3
+0.3% +$208 ﹤0.01% 917
2025
Q1 		$77.4K Sell
1,094
-37
-3% -$2.52K ﹤0.01% 833
2024
Q4 		$76.4K Buy
+1,131
New +$75.9K ﹤0.01% 841

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

SBI Securities's XEL Position: Q2 2026 in Review

SBI Securities reduced its Xcel Energy (XEL) stake by 5.1% in Q2 2026, selling an estimated $4.71K and leaving 1,093 shares worth $87.8K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

SBI Securities first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $91.5K in Q1 2026. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • SBI Securities held 1,093 shares of Xcel Energy worth $87.8K as of Q2 2026.
  • SBI Securities sold 59 Xcel Energy shares in Q2 2026, an estimated $4.71K.
  • Xcel Energy made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #964 holding.
  • SBI Securities first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Xcel Energy position peaked at $91.5K in Q1 2026.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.