Aristotle Capital Management
XEL icon

Aristotle Capital Management’s Xcel Energy XEL Stock Holding History

Aristotle 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 		$840M Sell
10,459,005
-647,316
-6% -$51.7M 1.76% 20
2026
Q1 		$882M Sell
11,106,321
-472,597
-4% -$37.1M 1.85% 20
2025
Q4 		$855M Sell
11,578,918
-583,810
-5% -$46M 1.71% 23
2025
Q3 		$981M Sell
12,162,728
-734,925
-6% -$53.2M 1.9% 17
2025
Q2 		$878M Sell
12,897,653
-212,486
-2% -$14.7M 1.69% 28
2025
Q1 		$928M Sell
13,110,139
-371,907
-3% -$25.3M 1.85% 29
2024
Q4 		$910M Sell
13,482,046
-213,187
-2% -$14.3M 1.75% 29
2024
Q3 		$894M Buy
13,695,233
+5,245
+0% +$311K 1.63% 35
2024
Q2 		$731M Sell
13,689,988
-515,601
-4% -$28M 1.41% 37
2024
Q1 		$764M Buy
14,205,589
+190,236
+1% +$10.9M 1.42% 37
2023
Q4 		$868M Sell
14,015,353
-689,496
-5% -$41.4M 1.7% 30
2023
Q3 		$841M Sell
14,704,849
-375,332
-2% -$22.6M 1.81% 29
2023
Q2 		$938M Sell
15,080,181
-336,976
-2% -$22.5M 1.9% 25
2023
Q1 		$1.04B Sell
15,417,157
-297,222
-2% -$20.1M 2.18% 17
2022
Q4 		$1.1B Sell
15,714,379
-755,700
-5% -$50.3M 2.34% 15
2022
Q3 		$1.05B Sell
16,470,079
-416,624
-2% -$30.3M 2.33% 12
2022
Q2 		$1.19B Sell
16,886,703
-233,818
-1% -$17M 2.52% 7
2022
Q1 		$1.24B Buy
+17,120,521
New +$1.18B 2.25% 17

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Aristotle Capital Management reduced its Xcel Energy (XEL) stake by 5.8% in Q2 2026, selling an estimated $51.7M and leaving 10,459,005 shares worth $840M. The position accounts for 1.76% of the portfolio, ranked #20.

Aristotle Capital Management first reported a position in XEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.24B in Q1 2022. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Aristotle Capital Management held 10,459,005 shares of Xcel Energy worth $840M as of Q2 2026.
  • Aristotle Capital Management sold 647,316 Xcel Energy shares in Q2 2026, an estimated $51.7M.
  • Xcel Energy made up 1.76% of Aristotle Capital Management's portfolio in Q2 2026, its #20 holding.
  • Aristotle Capital Management first reported a position in Xcel Energy in Q1 2022 and has held it in 18 quarters since.
  • Aristotle Capital Management's Xcel Energy position peaked at $1.24B in Q1 2022.
  • 1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

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