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Summit Trail Advisors’s Xcel Energy XEL Stock Holding History

Summit Trail Advisors’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 		$3.72M Buy
46,294
+1,730
+4% +$138K 0.05% 270
2026
Q1 		$3.54M Buy
44,564
+1,289
+3% +$101K 0.05% 245
2025
Q4 		$3.22M Sell
43,275
-1,370
-3% -$108K 0.06% 217
2025
Q3 		$3.62M Buy
44,645
+17,079
+62% +$1.24M 0.05% 199
2025
Q2 		$1.89M Buy
27,566
+1,374
+5% +$95.3K 0.03% 283
2025
Q1 		$1.87M Buy
26,192
+2,339
+10% +$159K 0.06% 102
2024
Q4 		$1.61M Buy
23,853
+1,911
+9% +$128K 0.06% 99
2024
Q3 		$1.44M Buy
21,942
+90
+0.4% +$5.34K 0.04% 210
2024
Q2 		$1.18M Buy
21,852
+918
+4% +$49.9K 0.03% 213
2024
Q1 		$1.13M Buy
+20,934
New +$1.2M 0.03% 199
2023
Q4 		– Sell
-4,303
Closed -$249K – 596
2023
Q3 		$249K Buy
+4,303
New +$259K 0.01% 432
2023
Q2 		– Sell
-3,013
Closed -$204K – 550
2023
Q1 		$204K Buy
+3,013
New +$203K 0.01% 385
2018
Q3 		– Sell
-1,860
Closed -$85K – 454
2018
Q2 		$85K Buy
+1,860
New +$83.3K 0.03% 231
2018
Q1 		– Sell
-1,646
Closed -$76K – 1685
2017
Q4 		$76K Buy
+1,646
New +$81.7K 0.01% 708

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 Trail Advisors's XEL Position: Q2 2026 in Review

Summit Trail Advisors increased its Xcel Energy (XEL) stake by 3.9% in Q2 2026, buying an estimated $138K and bringing the position to 46,294 shares worth $3.72M. The position accounts for 0.05% of the portfolio, ranked #270.

Summit Trail Advisors first reported a position in XEL in Q4 2017 and has held it in 14 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Summit Trail Advisors held 46,294 shares of Xcel Energy worth $3.72M as of Q2 2026.
  • Summit Trail Advisors bought 1,730 Xcel Energy shares in Q2 2026, an estimated $138K.
  • Xcel Energy made up 0.05% of Summit Trail Advisors's portfolio in Q2 2026, its #270 holding.
  • Summit Trail Advisors first reported a position in Xcel Energy in Q4 2017 and has held it in 14 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.