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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AGF Management's XEL Position: Q1 2026 in Review

AGF Management reduced its Xcel Energy (XEL) stake by 4.5% in Q1 2026, selling an estimated $95.1K and leaving 25,669 shares worth $2.04M. The position accounts for 0.01% of the portfolio, ranked #470.

AGF Management first reported a position in XEL in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.12M in Q1 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

AGF Management held 25,669 shares of Xcel Energy worth $2.04M as of Q1 2026.
AGF Management sold 1,213 Xcel Energy shares in Q1 2026, an estimated $95.1K.
Xcel Energy made up 0.01% of AGF Management's portfolio in Q1 2026, its #470 holding.
AGF Management first reported a position in Xcel Energy in Q3 2023 and has held it in 11 quarters since.
AGF Management's Xcel Energy position peaked at $6.12M in Q1 2025.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.