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TD Private Client Wealth’s Xcel Energy XEL Stock Holding History

TD Private Client Wealth’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 		$1.77M Sell
21,996
-12,224
-36% -$976K 0.03% 292
2026
Q1 		$2.72M Sell
34,220
-14,693
-30% -$1.15M 0.06% 211
2025
Q4 		$3.61M Sell
48,913
-9,542
-16% -$753K 0.08% 169
2025
Q3 		$4.71M Buy
58,455
+4,884
+9% +$353K 0.11% 132
2025
Q2 		$3.65M Buy
53,571
+235
+0.4% +$16.3K 0.09% 161
2025
Q1 		$3.78M Buy
53,336
+2,022
+4% +$138K 0.1% 138
2024
Q4 		$3.46M Sell
51,314
-1,248
-2% -$83.7K 0.1% 152
2024
Q3 		$3.43M Sell
52,562
-472
-0.9% -$28K 0.1% 160
2024
Q2 		$2.83M Buy
53,034
+27,943
+111% +$1.52M 0.09% 172
2024
Q1 		$1.35M Sell
25,091
-7,333
-23% -$419K 0.04% 305
2023
Q4 		$2.01M Buy
32,424
+19,593
+153% +$1.18M 0.07% 219
2023
Q3 		$734K Buy
12,831
+8,142
+174% +$489K 0.03% 358
2023
Q2 		$292K Sell
4,689
-70
-1% -$4.67K 0.01% 503
2023
Q1 		$321K Sell
4,759
-739
-13% -$49.9K 0.01% 483
2022
Q4 		$385K Sell
5,498
-55
-1% -$3.66K 0.02% 459
2022
Q3 		$355K Buy
5,553
+99
+2% +$7.21K 0.02% 449
2022
Q2 		$386K Sell
5,454
-818
-13% -$59.5K 0.02% 439
2022
Q1 		$453K Sell
6,272
-166
-3% -$11.4K 0.02% 439
2021
Q4 		$436K Buy
6,438
+291
+5% +$19K 0.02% 440
2021
Q3 		$384K Sell
6,147
-35
-0.6% -$2.37K 0.02% 438
2021
Q2 		$407K Buy
6,182
+139
+2% +$9.68K 0.02% 431
2021
Q1 		$402K Sell
6,043
-2,207
-27% -$140K 0.02% 421
2020
Q4 		$550K Sell
8,250
-6,758
-45% -$471K 0.03% 369
2020
Q3 		$1.04M Buy
15,008
+8,969
+149% +$612K 0.06% 287
2020
Q2 		$377K Buy
6,039
+116
+2% +$7.31K 0.02% 382
2020
Q1 		$357K Sell
5,923
-215
-4% -$14K 0.03% 369
2019
Q4 		$390K Buy
+6,138
New +$384K 0.02% 387

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

TD Private Client Wealth's XEL Position: Q2 2026 in Review

TD Private Client Wealth reduced its Xcel Energy (XEL) stake by 36% in Q2 2026, selling an estimated $976K and leaving 21,996 shares worth $1.77M. The position accounts for 0.03% of the portfolio, ranked #292.

TD Private Client Wealth first reported a position in XEL in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.71M in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • TD Private Client Wealth held 21,996 shares of Xcel Energy worth $1.77M as of Q2 2026.
  • TD Private Client Wealth sold 12,224 Xcel Energy shares in Q2 2026, an estimated $976K.
  • Xcel Energy made up 0.03% of TD Private Client Wealth's portfolio in Q2 2026, its #292 holding.
  • TD Private Client Wealth first reported a position in Xcel Energy in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Xcel Energy position peaked at $4.71M in Q3 2025.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.