AGF Management’s Xcel Energy XEL Stock Holding History

AGF 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	$2.06M	Buy	25,672 +3	+0%	+$239	0.01%	497
2026 Q1	$2.04M	Sell	25,669 -1,213	-5%	-$95.1K	0.01%	470
2025 Q4	$1.99M	Sell	26,882 -9,093	-25%	-$717K	0.01%	477
2025 Q3	$2.9M	Buy	35,975 +2,256	+7%	+$163K	0.01%	455
2025 Q2	$2.3M	Sell	33,719 -52,710	-61%	-$3.66M	0.01%	464
2025 Q1	$6.12M	Sell	86,429 -1,659	-2%	-$113K	0.03%	240
2024 Q4	$5.95M	Buy	88,088 +17,440	+25%	+$1.17M	0.03%	249
2024 Q3	$4.61M	Buy	70,648 +27,443	+64%	+$1.63M	0.02%	273
2024 Q2	$2.31M	Sell	43,205 -1,907	-4%	-$104K	0.01%	422
2024 Q1	$2.42M	Sell	45,112 -34,583	-43%	-$1.97M	0.01%	396
2023 Q4	$4.93M	Buy	79,695 +45,323	+132%	+$2.72M	0.03%	276
2023 Q3	$1.97M	Buy	+34,372	New	+$2.07M	0.01%	481

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 $3.38T AUM 44.17% 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

AGF Management's XEL Position: Q2 2026 in Review

AGF Management increased its Xcel Energy (XEL) stake by 0.01% in Q2 2026, buying an estimated $239 and bringing the position to 25,672 shares worth $2.06M. The position accounts for 0.01% of the portfolio, ranked #497.

AGF Management first reported a position in XEL in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.12M in Q1 2025. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

AGF Management held 25,672 shares of Xcel Energy worth $2.06M as of Q2 2026.
AGF Management bought 3 Xcel Energy shares in Q2 2026, an estimated $239.
Xcel Energy made up 0.01% of AGF Management's portfolio in Q2 2026, its #497 holding.
AGF Management first reported a position in Xcel Energy in Q3 2023 and has held it in 12 quarters since.
AGF Management's Xcel Energy position peaked at $6.12M in Q1 2025.
1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.