Summit Securities Group
XEL icon

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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Summit Securities Group's XEL Position: Q3 2026 in Review

Summit Securities Group reduced its Xcel Energy (XEL) stake by 22% in Q3 2026, selling an estimated $16.5K and leaving 780 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #551.

Summit Securities Group first reported a position in XEL in Q1 2017 and has held it in 13 quarters since. The position peaked at $450K in Q1 2017. 1,050 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Summit Securities Group held 780 shares of Xcel Energy worth $55K as of Q3 2026.
  • Summit Securities Group sold 214 Xcel Energy shares in Q3 2026, an estimated $16.5K.
  • Xcel Energy made up 0.01% of Summit Securities Group's portfolio in Q3 2026, its #551 holding.
  • Summit Securities Group first reported a position in Xcel Energy in Q1 2017 and has held it in 13 quarters since.
  • Summit Securities Group's Xcel Energy position peaked at $450K in Q1 2017.
  • 1,050 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.