Williams Jones Wealth Management’s Xcel Energy XEL Stock Holding History

Williams Jones Wealth Management’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	$317K	Buy	3,951 +89	+2%	+$7.1K	﹤0.01%	437
2026 Q1	$307K	Buy	3,862 +14	+0.4%	+$1.1K	﹤0.01%	418
2025 Q4	$284K	Buy	3,848 +110	+3%	+$8.68K	﹤0.01%	431
2025 Q3	$301K	Hold	3,738	–	–	﹤0.01%	416
2025 Q2	$255K	Sell	3,738 -328	-8%	-$22.7K	﹤0.01%	442
2025 Q1	$288K	Buy	4,066 +328	+9%	+$22.3K	﹤0.01%	406
2024 Q4	$252K	Sell	3,738 -37	-1%	-$2.48K	﹤0.01%	436
2024 Q3	$247K	Hold	3,775	–	–	﹤0.01%	460
2024 Q2	$202K	Hold	3,775	–	–	﹤0.01%	479
2024 Q1	$203K	Sell	3,775 -1,135	-23%	-$64.8K	﹤0.01%	502
2023 Q4	$304K	Hold	4,910	–	–	﹤0.01%	419
2023 Q3	$281K	Sell	4,910 -94	-2%	-$5.65K	﹤0.01%	426
2023 Q2	$311K	Sell	5,004 -6	-0.1%	-$401	﹤0.01%	420
2023 Q1	$338K	Sell	5,010 -100	-2%	-$6.75K	0.01%	426
2022 Q4	$358K	Hold	5,110	–	–	0.01%	415
2022 Q3	$327K	Hold	5,110	–	–	0.01%	430
2022 Q2	$362K	Buy	5,110 +1,135	+29%	+$82.6K	0.01%	418
2022 Q1	$287K	Hold	3,975	–	–	﹤0.01%	424
2021 Q4	$269K	Hold	3,975	–	–	﹤0.01%	413
2021 Q3	$248K	Sell	3,975 -6	-0.2%	-$405	﹤0.01%	428
2021 Q2	$262K	Sell	3,981 -94	-2%	-$6.54K	﹤0.01%	428
2021 Q1	$271K	Hold	4,075	–	–	﹤0.01%	411
2020 Q4	$272K	Hold	4,075	–	–	﹤0.01%	388
2020 Q3	$281K	Sell	4,075 -459	-10%	-$31.3K	0.01%	342
2020 Q2	$283K	Hold	4,534	–	–	0.01%	328
2020 Q1	$273K	Buy	4,534 +459	+11%	+$29.9K	0.01%	306
2019 Q4	$259K	Hold	4,075	–	–	0.01%	381
2019 Q3	$264K	Buy	+4,075	New	+$254K	0.01%	366

Other funds holding XEL

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Williams Jones Wealth Management's XEL Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Xcel Energy (XEL) stake by 2.3% in Q2 2026, buying an estimated $7.1K and bringing the position to 3,951 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Williams Jones Wealth Management first reported a position in XEL in Q3 2019 and has held it in 28 quarters since. The position peaked at $362K in Q2 2022. 644 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Williams Jones Wealth Management held 3,951 shares of Xcel Energy worth $317K as of Q2 2026.
Williams Jones Wealth Management bought 89 Xcel Energy shares in Q2 2026, an estimated $7.1K.
Xcel Energy made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #437 holding.
Williams Jones Wealth Management first reported a position in Xcel Energy in Q3 2019 and has held it in 28 quarters since.
Williams Jones Wealth Management's Xcel Energy position peaked at $362K in Q2 2022.
644 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.