Stephens Inc’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $325K | Sell |
4,046
-914
| -18% | -$73K | ﹤0.01% | 1038 |
|
|
2026
Q1 | $394K | Sell |
4,960
-1,703
| -26% | -$134K | ﹤0.01% | 937 |
|
|
2025
Q4 | $492K | Sell |
6,663
-591
| -8% | -$46.6K | 0.01% | 852 |
|
|
2025
Q3 | $585K | Buy |
7,254
+40
| +0.6% | +$2.89K | 0.01% | 797 |
|
|
2025
Q2 | $491K | Sell |
7,214
-330
| -4% | -$22.9K | 0.01% | 845 |
|
|
2025
Q1 | $534K | Buy |
7,544
+4
| +0.1% | +$272 | 0.01% | 792 |
|
|
2024
Q4 | $509K | Sell |
7,540
-249
| -3% | -$16.7K | 0.01% | 832 |
|
|
2024
Q3 | $509K | Sell |
7,789
-398
| -5% | -$23.6K | 0.01% | 832 |
|
|
2024
Q2 | $437K | Buy |
8,187
+1,855
| +29% | +$101K | 0.01% | 853 |
|
|
2024
Q1 | $340K | Sell |
6,332
-972
| -13% | -$55.5K | 0.01% | 960 |
|
|
2023
Q4 | $452K | Buy |
7,304
+2,775
| +61% | +$166K | 0.01% | 781 |
|
|
2023
Q3 | $259K | Buy |
4,529
+1,248
| +38% | +$75K | 0.01% | 947 |
|
|
2023
Q2 | $204K | Buy |
3,281
+174
| +6% | +$11.6K | ﹤0.01% | 1059 |
|
|
2023
Q1 | $210K | Sell |
3,107
-191
| -6% | -$12.9K | ﹤0.01% | 1014 |
|
|
2022
Q4 | $231K | Sell |
3,298
-17,438
| -84% | -$1.16M | ﹤0.01% | 949 |
|
|
2022
Q3 | $1.33M | Sell |
20,736
-1,268
| -6% | -$92.3K | 0.03% | 460 |
|
|
2022
Q2 | $1.56M | Sell |
22,004
-371
| -2% | -$27K | 0.03% | 432 |
|
|
2022
Q1 | $1.61M | Sell |
22,375
-44
| -0.2% | -$3.02K | 0.03% | 471 |
|
|
2021
Q4 | $1.52M | Sell |
22,419
-8,630
| -28% | -$563K | 0.02% | 504 |
|
|
2021
Q3 | $1.94M | Sell |
31,049
-23,221
| -43% | -$1.57M | 0.03% | 471 |
|
|
2021
Q2 | $3.58M | Buy |
54,270
+521
| +1% | +$36.3K | 0.05% | 356 |
|
|
2021
Q1 | $3.58M | Buy |
53,749
+391
| +0.7% | +$24.7K | 0.06% | 316 |
|
|
2020
Q4 | $3.56M | Buy |
53,358
+1,385
| +3% | +$96.5K | 0.06% | 301 |
|
|
2020
Q3 | $3.59M | Sell |
51,973
-868
| -2% | -$59.2K | 0.07% | 267 |
|
|
2020
Q2 | $3.3M | Buy |
52,841
+1,490
| +3% | +$93.9K | 0.07% | 271 |
|
|
2020
Q1 | $3.1M | Buy |
51,351
+1,684
| +3% | +$110K | 0.08% | 253 |
|
|
2019
Q4 | $3.15M | Buy |
49,667
+1,173
| +2% | +$73.4K | 0.07% | 312 |
|
|
2019
Q3 | $3.15M | Buy |
48,494
+18,079
| +59% | +$1.13M | 0.07% | 297 |
|
|
2019
Q2 | $1.81M | Buy |
30,415
+652
| +2% | +$37.5K | 0.04% | 423 |
|
|
2019
Q1 | $1.67M | Buy |
+29,763
| New | +$1.58M | 0.04% | 443 |
|
Other funds holding XEL
Stephens Inc's XEL Position: Q2 2026 in Review
Stephens Inc reduced its Xcel Energy (XEL) stake by 18% in Q2 2026, selling an estimated $73K and leaving 4,046 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.
Stephens Inc first reported a position in XEL in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.59M in Q3 2020. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- Stephens Inc held 4,046 shares of Xcel Energy worth $325K as of Q2 2026.
- Stephens Inc sold 914 Xcel Energy shares in Q2 2026, an estimated $73K.
- Xcel Energy made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1038 holding.
- Stephens Inc first reported a position in Xcel Energy in Q1 2019 and has held it in 30 quarters since.
- Stephens Inc's Xcel Energy position peaked at $3.59M in Q3 2020.
- 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.