Segment Wealth Management’s Xcel Energy XEL Stock Holding History

Segment Wealth Management’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	$585K	Buy	7,280 +1,635	+29%	+$131K	0.03%	211
2026 Q1	$448K	Sell	5,645 -740	-12%	-$58K	0.03%	227
2025 Q4	$472K	Buy	6,385 +184	+3%	+$14.5K	0.03%	223
2025 Q3	$500K	Buy	6,201 +135	+2%	+$9.77K	0.03%	211
2025 Q2	$413K	Buy	6,066 +1,759	+41%	+$122K	0.03%	218
2025 Q1	$305K	Buy	+4,307	New	+$293K	0.02%	238
2023 Q3	–	Sell	-3,229	Closed	-$201K	–	224
2023 Q2	$201K	Hold	3,229	–	–	0.02%	207
2023 Q1	$218K	Sell	3,229 -270	-8%	-$18.2K	0.02%	197
2022 Q4	$245K	Hold	3,499	–	–	0.03%	188
2022 Q3	$224K	Hold	3,499	–	–	0.03%	196
2022 Q2	$248K	Hold	3,499	–	–	0.03%	194
2022 Q1	$253K	Hold	3,499	–	–	0.03%	226
2021 Q4	$237K	Buy	+3,499	New	+$228K	0.02%	231

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

Segment Wealth Management's XEL Position: Q2 2026 in Review

Segment Wealth Management increased its Xcel Energy (XEL) stake by 29% in Q2 2026, buying an estimated $131K and bringing the position to 7,280 shares worth $585K. The position accounts for 0.03% of the portfolio, ranked #211.

Segment Wealth Management first reported a position in XEL in Q4 2021 and has held it in 13 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Segment Wealth Management held 7,280 shares of Xcel Energy worth $585K as of Q2 2026.
Segment Wealth Management bought 1,635 Xcel Energy shares in Q2 2026, an estimated $131K.
Xcel Energy made up 0.03% of Segment Wealth Management's portfolio in Q2 2026, its #211 holding.
Segment Wealth Management first reported a position in Xcel Energy in Q4 2021 and has held it in 13 quarters since.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.