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
2021 Q4	–	Sell	-70	Closed	-$438K	–	980
2021 Q3	$438K	Buy	+70	New	+$4.73K	0.03%	432

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Securities Group's XEL Position: Q1 2026 in Review

Summit Securities Group sold out of Xcel Energy (XEL) in Q1 2026, closing a stake of 1,779 shares — an estimated $131K sold.

Summit Securities Group first reported a position in XEL in Q1 2017 and held it in 11 quarters. The position peaked at $450K in Q1 2017. 1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Summit Securities Group reported no remaining Xcel Energy position as of Q1 2026 after selling out during the quarter.
Summit Securities Group sold 1,779 Xcel Energy shares in Q1 2026, an estimated $131K.
Summit Securities Group first reported a position in Xcel Energy in Q1 2017 and held it in 11 quarters.
Summit Securities Group's Xcel Energy position peaked at $450K in Q1 2017.
1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.