AlphaGrep UK’s Xcel Energy XEL Stock Holding History

AlphaGrep UK’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 Q3	–	Sell	-5,156	Closed	-$414K	–	968
2026 Q2	$414K	Buy	5,156 +2,376	+85%	+$190K	0.12%	315
2026 Q1	$221K	Sell	2,780 -2,672	-49%	-$210K	0.06%	682
2025 Q4	$403K	Buy	+5,452	New	+$430K	0.13%	281

Other funds holding XEL

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

AlphaGrep UK's XEL Position: Q3 2026 in Review

AlphaGrep UK sold out of Xcel Energy (XEL) in Q3 2026, closing a stake of 5,156 shares — an estimated $414K sold.

AlphaGrep UK first reported a position in XEL in Q4 2025 and held it in 3 quarters. The position peaked at $414K in Q2 2026. 1,050 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

AlphaGrep UK reported no remaining Xcel Energy position as of Q3 2026 after selling out during the quarter.
AlphaGrep UK sold 5,156 Xcel Energy shares in Q3 2026, an estimated $414K.
AlphaGrep UK first reported a position in Xcel Energy in Q4 2025 and held it in 3 quarters.
AlphaGrep UK's Xcel Energy position peaked at $414K in Q2 2026.
1,050 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on AlphaGrep UK's 13F filing for Q3 2026, filed 12 Nov 2026.