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Steigerwald Gordon & Koch’s Xcel Energy XEL Stock Holding History

Steigerwald Gordon & Koch’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 		$64.1K Hold
798
– – 0.01% 276
2026
Q1 		$63.4K Sell
798
-205
-20% -$16.1K 0.01% 274
2025
Q4 		$74.1K Buy
1,003
+715
+248% +$56.4K 0.01% 255
2025
Q3 		$23.2K Buy
+288
New +$20.8K ﹤0.01% 407

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

Steigerwald Gordon & Koch's XEL Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Xcel Energy (XEL) position steady in Q2 2026 at 798 shares worth $64.1K. The position accounts for 0.01% of the portfolio, ranked #276.

Steigerwald Gordon & Koch first reported a position in XEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $74.1K in Q4 2025. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Steigerwald Gordon & Koch held 798 shares of Xcel Energy worth $64.1K as of Q2 2026.
  • Steigerwald Gordon & Koch left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #276 holding.
  • Steigerwald Gordon & Koch first reported a position in Xcel Energy in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's Xcel Energy position peaked at $74.1K in Q4 2025.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.