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Summit Financial’s Xcel Energy XEL Stock Holding History

Summit Financial’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 		$748K Buy
9,353
+1,306
+16% +$102K 0.01% 874
2025
Q4 		$599K Sell
8,047
-543
-6% -$42.8K 0.01% 828
2025
Q3 		$693K Buy
8,590
+779
+10% +$56.4K 0.01% 770
2025
Q2 		$536K Buy
7,811
+599
+8% +$41.5K 0.01% 561
2025
Q1 		$511K Buy
7,212
+1,664
+30% +$113K 0.01% 509
2024
Q4 		$375K Sell
5,548
-27
-0.5% -$1.81K 0.01% 495
2024
Q3 		$367K Sell
5,575
-541
-9% -$32.1K 0.01% 425
2024
Q2 		$330K Buy
6,116
+1,190
+24% +$64.7K 0.02% 401
2024
Q1 		$267K Sell
4,926
-52
-1% -$2.97K 0.02% 332
2023
Q4 		$311K Sell
4,978
-590
-11% -$35.4K 0.02% 295
2023
Q3 		$321K Sell
5,568
-246
-4% -$14.8K 0.02% 283
2023
Q2 		$364K Buy
+5,814
New +$388K 0.03% 261

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

Summit Financial's XEL Position: Q1 2026 in Review

Summit Financial increased its Xcel Energy (XEL) stake by 16% in Q1 2026, buying an estimated $102K and bringing the position to 9,353 shares worth $748K. The position accounts for 0.01% of the portfolio, ranked #874.

Summit Financial first reported a position in XEL in Q2 2023 and has held it in 12 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Summit Financial held 9,353 shares of Xcel Energy worth $748K as of Q1 2026.
  • Summit Financial bought 1,306 Xcel Energy shares in Q1 2026, an estimated $102K.
  • Xcel Energy made up 0.01% of Summit Financial's portfolio in Q1 2026, its #874 holding.
  • Summit Financial first reported a position in Xcel Energy in Q2 2023 and has held it in 12 quarters since.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.