1832 Asset Management’s Xcel Energy XEL Stock Holding History

1832 Asset 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	$2.82M	Hold	35,063	–	–	﹤0.01%	479
2026 Q1	$2.79M	Hold	35,063	–	–	﹤0.01%	482
2025 Q4	$2.59M	Buy	+35,063	New	+$2.77M	﹤0.01%	495
2022 Q4	–	Sell	-2,278,631	Closed	-$146M	–	977
2022 Q3	$146M	Buy	2,278,631 +555,031	+32%	+$40.4M	0.27%	74
2022 Q2	$122M	Buy	+1,723,600	New	+$125M	0.21%	94
2021 Q4	–	Sell	-3,778	Closed	-$238K	–	875
2021 Q3	$238K	Buy	+3,778	New	+$255K	﹤0.01%	659
2016 Q4	–	Sell	-95	Closed	-$4K	–	780
2016 Q3	$4K	Buy	+95	New	+$4.06K	﹤0.01%	635

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

1832 Asset Management's XEL Position: Q2 2026 in Review

1832 Asset Management held its Xcel Energy (XEL) position steady in Q2 2026 at 35,063 shares worth $2.82M. The position accounts for ﹤0.01% of the portfolio, ranked #479.

1832 Asset Management first reported a position in XEL in Q3 2016 and has held it in 7 quarters since. The position peaked at $146M in Q3 2022. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

1832 Asset Management held 35,063 shares of Xcel Energy worth $2.82M as of Q2 2026.
1832 Asset Management left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up ﹤0.01% of 1832 Asset Management's portfolio in Q2 2026, its #479 holding.
1832 Asset Management first reported a position in Xcel Energy in Q3 2016 and has held it in 7 quarters since.
1832 Asset Management's Xcel Energy position peaked at $146M in Q3 2022.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on 1832 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.