Truist Financial
XEL icon

Truist Financial’s Xcel Energy XEL Stock Holding History

Truist Financial’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 		$10.8M Sell
134,582
-32,134
-19% -$2.56M 0.01% 618
2026
Q1 		$13.2M Sell
166,716
-36,589
-18% -$2.87M 0.02% 523
2025
Q4 		$15M Sell
203,305
-15,561
-7% -$1.23M 0.02% 480
2025
Q3 		$17.7M Sell
218,866
-14,894
-6% -$1.08M 0.02% 438
2025
Q2 		$15.9M Sell
233,760
-1,568
-0.7% -$109K 0.02% 460
2025
Q1 		$16.7M Buy
235,328
+886
+0.4% +$60.3K 0.03% 430
2024
Q4 		$15.8M Buy
234,442
+2,152
+0.9% +$144K 0.02% 450
2024
Q3 		$15.2M Buy
232,290
+1,529
+0.7% +$90.7K 0.02% 462
2024
Q2 		$12.3M Buy
230,761
+89,396
+63% +$4.86M 0.02% 533
2024
Q1 		$7.6M Sell
141,365
-3,423
-2% -$195K 0.01% 727
2023
Q4 		$8.96M Buy
144,788
+66,524
+85% +$3.99M 0.01% 653
2023
Q3 		$4.48M Buy
78,264
+24,077
+44% +$1.45M 0.01% 877
2023
Q2 		$3.37M Buy
54,187
+7,527
+16% +$503K 0.01% 1007
2023
Q1 		$3.15M Sell
46,660
-13
-0% -$877 0.01% 1028
2022
Q4 		$3.27M Sell
46,673
-3,145
-6% -$209K 0.01% 986
2022
Q3 		$3.19M Buy
49,818
+4,978
+11% +$362K 0.01% 958
2022
Q2 		$3.17M Buy
44,840
+12,884
+40% +$937K 0.01% 979
2022
Q1 		$2.31M Sell
31,956
-6,309
-16% -$434K ﹤0.01% 1233
2021
Q4 		$2.59M Sell
38,265
-906
-2% -$59.1K ﹤0.01% 1158
2021
Q3 		$2.45M Buy
39,171
+1,446
+4% +$97.7K ﹤0.01% 1176
2021
Q2 		$2.48M Sell
37,725
-1,662
-4% -$116K ﹤0.01% 1174
2021
Q1 		$2.62M Sell
39,387
-12,386
-24% -$783K ﹤0.01% 1114
2020
Q4 		$3.45M Sell
51,773
-2,578
-5% -$180K 0.01% 954
2020
Q3 		$3.75M Sell
54,351
-2,474
-4% -$169K 0.01% 825
2020
Q2 		$3.55M Buy
56,825
+10,343
+22% +$652K 0.01% 810
2020
Q1 		$2.8M Buy
46,482
+3,420
+8% +$223K 0.01% 847
2019
Q4 		$2.73M Buy
43,062
+37,574
+685% +$2.35M 0.01% 991
2019
Q3 		$356K Sell
5,488
-151
-3% -$9.41K 0.01% 634
2019
Q2 		$336K Sell
5,639
-238
-4% -$13.7K 0.01% 661
2019
Q1 		$330K Buy
5,877
+164
+3% +$8.72K 0.01% 655
2018
Q4 		$282K Buy
+5,713
New +$287K 0.01% 658
2017
Q2 		– Sell
-19,758
Closed -$878K – 827
2017
Q1 		$878K Sell
19,758
-15,693
-44% -$665K 0.02% 485
2016
Q4 		$1.44M Sell
35,451
-71,319
-67% -$2.85M 0.03% 409
2016
Q3 		$4.39M Sell
106,770
-19,848
-16% -$849K 0.09% 251
2016
Q2 		$5.67M Buy
126,618
+81,623
+181% +$3.38M 0.12% 203
2016
Q1 		$1.88M Buy
44,995
+10,754
+31% +$419K 0.05% 325
2015
Q4 		$1.23M Buy
34,241
+8,821
+35% +$315K 0.03% 389
2015
Q3 		$900K Buy
+25,420
New +$864K 0.02% 423

Other funds holding XEL

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Truist Financial's XEL Position: Q2 2026 in Review

Truist Financial reduced its Xcel Energy (XEL) stake by 19% in Q2 2026, selling an estimated $2.56M and leaving 134,582 shares worth $10.8M. The position accounts for 0.01% of the portfolio, ranked #618.

Truist Financial first reported a position in XEL in Q3 2015 and has held it in 38 quarters since. The position peaked at $17.7M in Q3 2025. 522 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Truist Financial held 134,582 shares of Xcel Energy worth $10.8M as of Q2 2026.
  • Truist Financial sold 32,134 Xcel Energy shares in Q2 2026, an estimated $2.56M.
  • Xcel Energy made up 0.01% of Truist Financial's portfolio in Q2 2026, its #618 holding.
  • Truist Financial first reported a position in Xcel Energy in Q3 2015 and has held it in 38 quarters since.
  • Truist Financial's Xcel Energy position peaked at $17.7M in Q3 2025.
  • 522 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.