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Simon Quick Advisors’s Xcel Energy XEL Stock Holding History

Simon Quick Advisors’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 		$4.26M Buy
53,108
+539
+1% +$43K 0.17% 96
2026
Q1 		$4.18M Buy
52,569
+6,133
+13% +$481K 0.19% 85
2025
Q4 		$3.43M Buy
46,436
+1,603
+4% +$126K 0.15% 95
2025
Q3 		$3.62M Buy
44,833
+781
+2% +$56.5K 0.16% 93
2025
Q2 		$3M Buy
44,052
+36,556
+488% +$2.54M 0.15% 95
2025
Q1 		$531K Buy
7,496
+1,395
+23% +$95K 0.03% 289
2024
Q4 		$412K Buy
6,101
+832
+16% +$55.8K 0.02% 285
2024
Q3 		$344K Buy
5,269
+294
+6% +$17.4K 0.02% 290
2024
Q2 		$266K Buy
4,975
+341
+7% +$18.6K 0.02% 305
2024
Q1 		$249K Sell
4,634
-269
-5% -$15.4K 0.02% 344
2023
Q4 		$304K Buy
4,903
+624
+15% +$37.4K 0.03% 239
2023
Q3 		$245K Buy
4,279
+71
+2% +$4.27K 0.02% 270
2023
Q2 		$262K Buy
4,208
+15
+0.4% +$1K 0.02% 232
2023
Q1 		$283K Buy
4,193
+359
+9% +$24.2K 0.03% 219
2022
Q4 		$269K Buy
3,834
+242
+7% +$16.1K 0.03% 193
2022
Q3 		$230K Buy
3,592
+56
+2% +$4.08K 0.03% 173
2022
Q2 		$261K Buy
+3,536
New +$257K 0.03% 146
2020
Q1 		– Sell
-94
Closed -$6K – 723
2019
Q4 		$6K Buy
+94
New +$5.88K ﹤0.01% 478
2018
Q4 		– Sell
-52
Closed -$2K – 377
2018
Q3 		$2K Hold
52
– – ﹤0.01% 299
2018
Q2 		$2K Hold
52
– – ﹤0.01% 334
2018
Q1 		$2K Hold
52
– – ﹤0.01% 296
2017
Q4 		$2K Buy
+52
New +$2.58K ﹤0.01% 419

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

Simon Quick Advisors's XEL Position: Q2 2026 in Review

Simon Quick Advisors increased its Xcel Energy (XEL) stake by 1% in Q2 2026, buying an estimated $43K and bringing the position to 53,108 shares worth $4.26M. The position accounts for 0.17% of the portfolio, ranked #96.

Simon Quick Advisors first reported a position in XEL in Q4 2017 and has held it in 22 quarters since. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Simon Quick Advisors held 53,108 shares of Xcel Energy worth $4.26M as of Q2 2026.
  • Simon Quick Advisors bought 539 Xcel Energy shares in Q2 2026, an estimated $43K.
  • Xcel Energy made up 0.17% of Simon Quick Advisors's portfolio in Q2 2026, its #96 holding.
  • Simon Quick Advisors first reported a position in Xcel Energy in Q4 2017 and has held it in 22 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.