SWM
XEL icon

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
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
BlackRock New York $5.7T 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 $1.47T 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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return