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Stephens Inc’s Xcel Energy XEL Stock Holding History

Stephens Inc’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 		$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

BlackRock
BlackRock New York $5.72T 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 $1.56T 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Stephens Inc's XEL Position: Q1 2026 in Review

Stephens Inc reduced its Xcel Energy (XEL) stake by 26% in Q1 2026, selling an estimated $134K and leaving 4,960 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Stephens Inc first reported a position in XEL in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.59M in Q3 2020. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Stephens Inc held 4,960 shares of Xcel Energy worth $394K as of Q1 2026.
  • Stephens Inc sold 1,703 Xcel Energy shares in Q1 2026, an estimated $134K.
  • Xcel Energy made up ﹤0.01% of Stephens Inc's portfolio in Q1 2026, its #937 holding.
  • Stephens Inc first reported a position in Xcel Energy in Q1 2019 and has held it in 29 quarters since.
  • Stephens Inc's Xcel Energy position peaked at $3.59M in Q3 2020.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.