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Summit Securities Group’s Xcel Energy XEL Stock Holding History

Summit Securities 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
2023
Q1 		– Sell
-3,300
Closed -$231K – 1354
2022
Q4 		$231K Buy
+3,300
New +$220K 0.01% 455
2021
Q4 		– Sell
-70
Closed -$438K – 978
2021
Q3 		$438K Buy
+70
New +$4.73K 0.03% 431

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 Securities Group's XEL Position: Q2 2026 in Review

Summit Securities Group opened a new position in Xcel Energy (XEL) in Q2 2026: 994 shares worth $79.8K. The stake represents 0.01% of the portfolio and ranks #476 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in XEL as recently as Q4 2025.

Summit Securities Group first reported a position in XEL in Q1 2017 and has held it in 12 quarters since. The position peaked at $450K in Q1 2017. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Summit Securities Group held 994 shares of Xcel Energy worth $79.8K as of Q2 2026.
  • Xcel Energy was a new Summit Securities Group position in Q2 2026.
  • Xcel Energy made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #476 holding.
  • Summit Securities Group first reported a position in Xcel Energy in Q1 2017 and has held it in 12 quarters since.
  • Summit Securities Group's Xcel Energy position peaked at $450K in Q1 2017.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.