Altshuler Shaham’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.11M | Buy |
13,765
+1,428
| +12% | +$114K | 0.01% | 130 |
|
|
2026
Q1 | $980K | Buy |
12,337
+1,489
| +14% | +$117K | 0.02% | 128 |
|
|
2025
Q4 | $801K | Buy |
10,848
+847
| +8% | +$66.8K | 0.01% | 113 |
|
|
2025
Q3 | $807K | Buy |
10,001
+2,710
| +37% | +$196K | 0.01% | 96 |
|
|
2025
Q2 | $497K | Buy |
7,291
+2,184
| +43% | +$151K | 0.02% | 108 |
|
|
2025
Q1 | $362K | Buy |
5,107
+3,556
| +229% | +$242K | 0.01% | 103 |
|
|
2024
Q4 | $105K | Buy |
+1,551
| New | +$104K | ﹤0.01% | 126 |
|
|
2024
Q1 | – | Sell |
-4,296
| Closed | -$266K | – | 369 |
|
|
2023
Q4 | $266K | Sell |
4,296
-1,075
| -20% | -$64.5K | 0.01% | 80 |
|
|
2023
Q3 | $307K | Buy |
5,371
+630
| +13% | +$37.9K | 0.01% | 81 |
|
|
2023
Q2 | $295K | Sell |
4,741
-1,723
| -27% | -$115K | 0.01% | 96 |
|
|
2023
Q1 | $436K | Sell |
6,464
-541
| -8% | -$36.5K | 0.01% | 79 |
|
|
2022
Q4 | $491K | Buy |
7,005
+6,326
| +932% | +$421K | 0.02% | 63 |
|
|
2022
Q3 | $45K | Sell |
679
-148
| -18% | -$10.8K | ﹤0.01% | 257 |
|
|
2022
Q2 | $59K | Buy |
827
+7
| +0.9% | +$509 | ﹤0.01% | 219 |
|
|
2022
Q1 | $59K | Buy |
+820
| New | +$56.3K | ﹤0.01% | 351 |
|
|
2021
Q4 | – | Sell |
-925
| Closed | -$58K | – | 665 |
|
|
2021
Q3 | $58K | Sell |
925
-56
| -6% | -$3.78K | ﹤0.01% | 393 |
|
|
2021
Q2 | $65K | Buy |
+981
| New | +$68.3K | ﹤0.01% | 398 |
|
|
2020
Q2 | – | Sell |
-2,360
| Closed | -$143K | – | 592 |
|
|
2020
Q1 | $143K | Sell |
2,360
-1,536
| -39% | -$100K | 0.01% | 133 |
|
|
2019
Q4 | $247K | Buy |
3,896
+702
| +22% | +$43.9K | 0.01% | 149 |
|
|
2019
Q3 | $210K | Buy |
3,194
+1,623
| +103% | +$101K | 0.01% | 155 |
|
|
2019
Q2 | $93K | Buy |
1,571
+798
| +103% | +$45.9K | ﹤0.01% | 151 |
|
|
2019
Q1 | $44K | Buy |
773
+250
| +48% | +$13.3K | ﹤0.01% | 155 |
|
|
2018
Q4 | $26K | Buy |
+523
| New | +$26.2K | ﹤0.01% | 162 |
|
|
2018
Q3 | – | Sell |
-636
| Closed | -$29K | – | 298 |
|
|
2018
Q2 | $29K | Buy |
636
+347
| +120% | +$15.5K | ﹤0.01% | 122 |
|
|
2018
Q1 | $13K | Sell |
289
-86
| -23% | -$3.83K | ﹤0.01% | 179 |
|
|
2017
Q4 | $18K | Buy |
+375
| New | +$18.6K | ﹤0.01% | 145 |
|
Other funds holding XEL
VCM
VPM
Altshuler Shaham's XEL Position: Q2 2026 in Review
Altshuler Shaham increased its Xcel Energy (XEL) stake by 12% in Q2 2026, buying an estimated $114K and bringing the position to 13,765 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #130.
Altshuler Shaham first reported a position in XEL in Q4 2017 and has held it in 26 quarters since. 1,053 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- Altshuler Shaham held 13,765 shares of Xcel Energy worth $1.11M as of Q2 2026.
- Altshuler Shaham bought 1,428 Xcel Energy shares in Q2 2026, an estimated $114K.
- Xcel Energy made up 0.01% of Altshuler Shaham's portfolio in Q2 2026, its #130 holding.
- Altshuler Shaham first reported a position in Xcel Energy in Q4 2017 and has held it in 26 quarters since.
- 1,053 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.