Aquatic Capital Management’s Xcel Energy XEL Stock Holding History

Aquatic Capital 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	$5.11M	Buy	+63,582	New	+$5.08M	0.18%	139
2026 Q1	–	Sell	-73,446	Closed	-$5.42M	–	1867
2025 Q4	$5.42M	Buy	+73,446	New	+$5.79M	0.15%	165
2025 Q3	–	Sell	-88,605	Closed	-$6.03M	–	1716
2025 Q2	$6.03M	Buy	+88,605	New	+$6.14M	0.12%	207
2024 Q3	–	Sell	-21,200	Closed	-$1.13M	–	1593
2024 Q2	$1.13M	Sell	21,200 -630,400	-97%	-$34.3M	0.04%	376
2024 Q1	$35M	Buy	651,600 +577,000	+773%	+$32.9M	1.14%	16
2023 Q4	$4.62M	Buy	+74,600	New	+$4.48M	0.12%	181
2023 Q3	–	Sell	-96,900	Closed	-$6.02M	–	1708
2023 Q2	$6.02M	Buy	+96,900	New	+$6.47M	0.33%	74
2023 Q1	–	Sell	-15,900	Closed	-$1.11M	–	1814
2022 Q4	$1.11M	Sell	15,900 -62,023	-80%	-$4.13M	0.08%	291
2022 Q3	$4.99M	Buy	+77,923	New	+$5.67M	0.49%	42
2022 Q2	–	Sell	-800	Closed	-$58K	–	1613
2022 Q1	$58K	Buy	+800	New	+$55K	0.09%	254

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

Aquatic Capital Management's XEL Position: Q2 2026 in Review

Aquatic Capital Management opened a new position in Xcel Energy (XEL) in Q2 2026: 63,582 shares worth $5.11M. The stake represents 0.18% of the portfolio and ranks #139 among its holdings. This is a return to the name: Aquatic Capital Management previously reported a position in XEL as recently as Q4 2025.

Aquatic Capital Management first reported a position in XEL in Q1 2022 and has held it in 10 quarters since. The position peaked at $35M in Q1 2024. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Aquatic Capital Management held 63,582 shares of Xcel Energy worth $5.11M as of Q2 2026.
Xcel Energy was a new Aquatic Capital Management position in Q2 2026.
Xcel Energy made up 0.18% of Aquatic Capital Management's portfolio in Q2 2026, its #139 holding.
Aquatic Capital Management first reported a position in Xcel Energy in Q1 2022 and has held it in 10 quarters since.
Aquatic Capital Management's Xcel Energy position peaked at $35M in Q1 2024.
1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.