Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Xcel Energy XEL Stock Holding History

Sumitomo Mitsui Trust Group’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 		$122M Buy
1,515,264
+69,460
+5% +$5.54M 0.07% 256
2026
Q1 		$115M Sell
1,445,804
-73,833
-5% -$5.79M 0.07% 248
2025
Q4 		$112M Buy
1,519,637
+7,097
+0.5% +$560K 0.07% 269
2025
Q3 		$122M Buy
1,512,540
+21,647
+1% +$1.57M 0.07% 262
2025
Q2 		$102M Sell
1,490,893
-10,334
-0.7% -$717K 0.06% 288
2025
Q1 		$106M Buy
1,501,227
+49,070
+3% +$3.34M 0.08% 255
2024
Q4 		$98M Buy
1,452,157
+5,817
+0.4% +$390K 0.07% 284
2024
Q3 		$94.4M Sell
1,446,340
-51,490
-3% -$3.05M 0.07% 296
2024
Q2 		$80M Sell
1,497,830
-127,700
-8% -$6.95M 0.06% 319
2024
Q1 		$87.4M Buy
1,625,530
+38,653
+2% +$2.21M 0.06% 332
2023
Q4 		$98.2M Buy
1,586,877
+1,057
+0.1% +$63.4K 0.07% 291
2023
Q3 		$90.7M Sell
1,585,820
-23,856
-1% -$1.43M 0.07% 287
2023
Q2 		$100M Sell
1,609,676
-222,172
-12% -$14.8M 0.08% 272
2023
Q1 		$124M Buy
1,831,848
+1,036
+0.1% +$69.9K 0.09% 239
2022
Q4 		$128M Sell
1,830,812
-16,435
-0.9% -$1.09M 0.1% 229
2022
Q3 		$118M Sell
1,847,247
-20,947
-1% -$1.52M 0.1% 232
2022
Q2 		$132M Buy
1,868,194
+103,685
+6% +$7.54M 0.1% 232
2022
Q1 		$127M Sell
1,764,509
-18,992
-1% -$1.31M 0.08% 261
2021
Q4 		$121M Sell
1,783,501
-45,265
-2% -$2.95M 0.07% 289
2021
Q3 		$114M Sell
1,828,766
-128,085
-7% -$8.65M 0.07% 302
2021
Q2 		$129M Sell
1,956,851
-57,020
-3% -$3.97M 0.08% 290
2021
Q1 		$134M Sell
2,013,871
-56,872
-3% -$3.59M 0.08% 265
2020
Q4 		$138M Sell
2,070,743
-230,616
-10% -$16.1M 0.09% 257
2020
Q3 		$159M Sell
2,301,359
-93,206
-4% -$6.36M 0.11% 203
2020
Q2 		$150M Sell
2,394,565
-26,334
-1% -$1.66M 0.11% 210
2020
Q1 		$146M Buy
2,420,899
+156,017
+7% +$10.2M 0.13% 179
2019
Q4 		$144M Buy
2,264,882
+27,029
+1% +$1.69M 0.11% 201
2019
Q3 		$145M Buy
2,237,853
+3,543
+0.2% +$221K 0.13% 189
2019
Q2 		$133M Sell
2,234,310
-150,069
-6% -$8.63M 0.12% 200
2019
Q1 		$134M Buy
2,384,379
+202,884
+9% +$10.8M 0.12% 184
2018
Q4 		$107M Buy
2,181,495
+155,596
+8% +$7.8M 0.12% 192
2018
Q3 		$95.6M Buy
2,025,899
+56,818
+3% +$2.68M 0.1% 221
2018
Q2 		$89.9M Buy
1,969,081
+5,585
+0.3% +$250K 0.1% 215
2018
Q1 		$89.3M Buy
1,963,496
+50,932
+3% +$2.27M 0.11% 198
2017
Q4 		$92M Buy
1,912,564
+375,957
+24% +$18.7M 0.12% 195
2017
Q3 		$72.7M Sell
1,536,607
-123,274
-7% -$5.91M 0.1% 211
2017
Q2 		$76.2M Buy
1,659,881
+7,719
+0.5% +$355K 0.11% 210
2017
Q1 		$73.4M Sell
1,652,162
-41,343
-2% -$1.75M 0.11% 212
2016
Q4 		$68.9M Buy
1,693,505
+172,678
+11% +$6.91M 0.11% 214
2016
Q3 		$62.6M Sell
1,520,827
-68,054
-4% -$2.91M 0.1% 234
2016
Q2 		$71.2M Buy
1,588,881
+41,999
+3% +$1.74M 0.12% 202
2016
Q1 		$64.7M Buy
1,546,882
+143,460
+10% +$5.59M 0.11% 215
2015
Q4 		$51.1M Buy
1,403,422
+7,316
+0.5% +$261K 0.09% 253
2015
Q3 		$49.4M Buy
1,396,106
+70,359
+5% +$2.39M 0.1% 247
2015
Q2 		$42.7M Sell
1,325,747
-43,398
-3% -$1.46M 0.08% 298
2015
Q1 		$47.7M Buy
1,369,145
+108,633
+9% +$3.88M 0.09% 283
2014
Q4 		$45.9M Buy
1,260,512
+72,464
+6% +$2.43M 0.09% 267
2014
Q3 		$36.1M Sell
1,188,048
-54,856
-4% -$1.72M 0.07% 315
2014
Q2 		$40.1M Sell
1,242,904
-36,309
-3% -$1.13M 0.08% 278
2014
Q1 		$38.8M Buy
1,279,213
+12,205
+1% +$356K 0.08% 285
2013
Q4 		$35.4M Sell
1,267,008
-27,487
-2% -$776K 0.07% 311
2013
Q3 		$35.7M Sell
1,294,495
-759
-0.1% -$21.7K 0.08% 305
2013
Q2 		$36.7M Buy
+1,295,254
New +$38.7M 0.08% 283

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

Sumitomo Mitsui Trust Group's XEL Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its Xcel Energy (XEL) stake by 4.8% in Q2 2026, buying an estimated $5.54M and bringing the position to 1,515,264 shares worth $122M. The position accounts for 0.07% of the portfolio, ranked #256.

Sumitomo Mitsui Trust Group first reported a position in XEL in Q2 2013 and has held it in 53 quarters since. The position peaked at $159M in Q3 2020. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 1,515,264 shares of Xcel Energy worth $122M as of Q2 2026.
  • Sumitomo Mitsui Trust Group bought 69,460 Xcel Energy shares in Q2 2026, an estimated $5.54M.
  • Xcel Energy made up 0.07% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #256 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Xcel Energy in Q2 2013 and has held it in 53 quarters since.
  • Sumitomo Mitsui Trust Group's Xcel Energy position peaked at $159M in Q3 2020.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.