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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
Q2 		$736K Sell
9,099
-254
-3% -$20.3K 0.01% 956
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 $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

Summit Financial's XEL Position: Q2 2026 in Review

Summit Financial reduced its Xcel Energy (XEL) stake by 2.7% in Q2 2026, selling an estimated $20.3K and leaving 9,099 shares worth $736K. The position accounts for 0.01% of the portfolio, ranked #956.

Summit Financial first reported a position in XEL in Q2 2023 and has held it in 13 quarters since. The position peaked at $748K in Q1 2026. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Summit Financial held 9,099 shares of Xcel Energy worth $736K as of Q2 2026.
  • Summit Financial sold 254 Xcel Energy shares in Q2 2026, an estimated $20.3K.
  • Xcel Energy made up 0.01% of Summit Financial's portfolio in Q2 2026, its #956 holding.
  • Summit Financial first reported a position in Xcel Energy in Q2 2023 and has held it in 13 quarters since.
  • Summit Financial's Xcel Energy position peaked at $748K in Q1 2026.
  • 1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.