TIAA Trust, National Association’s Xcel Energy XEL Stock Holding History

TIAA Trust, National Association’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	$11.2K	Sell	140 -5,307	-97%	-$424K	﹤0.01%	316
2026 Q1	$433K	Sell	5,447 -175,222	-97%	-$13.7M	0.03%	188
2025 Q4	$13.3M	Buy	180,669 +167,986	+1,324%	+$13.2M	0.03%	172
2025 Q3	$1.02M	Buy	12,683 +126	+1%	+$9.12K	﹤0.01%	381
2025 Q2	$855K	Sell	12,557 -1,067	-8%	-$74K	﹤0.01%	402
2025 Q1	$964K	Sell	13,624 -123	-0.9%	-$8.37K	﹤0.01%	372
2024 Q4	$928K	Buy	13,747 +80	+0.6%	+$5.37K	﹤0.01%	375
2024 Q3	$892K	Sell	13,667 -4,612	-25%	-$274K	﹤0.01%	382
2024 Q2	$977K	Buy	18,279 +4,510	+33%	+$245K	﹤0.01%	353
2024 Q1	$740K	Buy	13,769 +53	+0.4%	+$3.03K	﹤0.01%	388
2023 Q4	$849K	Sell	13,716 -720	-5%	-$43.2K	﹤0.01%	351
2023 Q3	$826K	Buy	+14,436	New	+$868K	﹤0.01%	353

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TIAA Trust, National Association's XEL Position: Q2 2026 in Review

TIAA Trust, National Association reduced its Xcel Energy (XEL) stake by 97% in Q2 2026, selling an estimated $424K and leaving 140 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

TIAA Trust, National Association first reported a position in XEL in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.3M in Q4 2025. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

TIAA Trust, National Association held 140 shares of Xcel Energy worth $11.2K as of Q2 2026.
TIAA Trust, National Association sold 5,307 Xcel Energy shares in Q2 2026, an estimated $424K.
Xcel Energy made up ﹤0.01% of TIAA Trust, National Association's portfolio in Q2 2026, its #316 holding.
TIAA Trust, National Association first reported a position in Xcel Energy in Q3 2023 and has held it in 12 quarters since.
TIAA Trust, National Association's Xcel Energy position peaked at $13.3M in Q4 2025.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on TIAA Trust, National Association's 13F filing for Q2 2026, filed 10 Aug 2026.