ARS Investment Partners’s Xcel Energy XEL Stock Holding History

ARS Investment Partners’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	$2.72M	Sell	33,862 -80	-0.2%	-$6.39K	0.12%	74
2026 Q1	$2.7M	Sell	33,942 -30	-0.1%	-$2.35K	0.14%	65
2025 Q4	$2.51M	Sell	33,972 -284	-0.8%	-$22.4K	0.15%	68
2025 Q3	$2.76M	Sell	34,256 -973	-3%	-$70.4K	0.18%	63
2025 Q2	$2.4M	Buy	35,229 +473	+1%	+$32.8K	0.18%	63
2025 Q1	$2.35M	Hold	34,756	–	–	0.21%	59
2024 Q4	$2.35M	Sell	34,756 -177	-0.5%	-$11.9K	0.21%	59
2024 Q3	$2.28M	Sell	34,933 -426	-1%	-$25.3K	0.2%	59
2024 Q2	$1.89M	Sell	35,359 -1,511	-4%	-$82.2K	0.18%	61
2024 Q1	$1.98M	Hold	36,870	–	–	0.2%	58
2023 Q4	$2.28M	Sell	36,870 -325	-0.9%	-$19.5K	0.25%	54
2023 Q3	$2.13M	Sell	37,195 -2,407	-6%	-$145K	0.26%	56
2023 Q2	$2.46M	Sell	39,602 -1,875	-5%	-$125K	0.29%	55
2023 Q1	$2.8M	Sell	41,477 -130	-0.3%	-$8.77K	0.34%	54
2022 Q4	$2.92M	Sell	41,607 -3,530	-8%	-$235K	0.39%	52
2022 Q3	$2.89M	Buy	45,137 +3,742	+9%	+$272K	0.4%	49
2022 Q2	$2.93M	Sell	41,395 -220	-0.5%	-$16K	0.4%	48
2022 Q1	$3M	Hold	41,615	–	–	0.29%	60
2021 Q4	$2.82M	Sell	41,615 -2,180	-5%	-$142K	0.26%	60
2021 Q3	$2.74M	Hold	43,795	–	–	0.27%	62
2021 Q2	$2.88M	Sell	43,795 -267	-0.6%	-$18.6K	0.29%	57
2021 Q1	$2.93M	Sell	44,062 -4,802	-10%	-$304K	0.34%	57
2020 Q4	$3.26M	Sell	48,864 -1,320	-3%	-$92K	0.4%	54
2020 Q3	$3.46M	Sell	50,184 -9,898	-16%	-$675K	0.54%	45
2020 Q2	$3.75M	Hold	60,082	–	–	0.71%	36
2020 Q1	$3.62M	Sell	60,082 -1,275	-2%	-$83.1K	0.87%	32
2019 Q4	$3.9M	Sell	61,357 -705	-1%	-$44.1K	0.65%	40
2019 Q3	$4.03M	Sell	62,062 -8,167	-12%	-$509K	0.72%	35
2019 Q2	$4.18M	Buy	70,229 +3,675	+6%	+$211K	0.7%	35
2019 Q1	$3.74M	Sell	66,554 -4,120	-6%	-$219K	0.68%	36
2018 Q4	$3.48M	Sell	70,674 -1,041	-1%	-$52.2K	0.74%	34
2018 Q3	$3.39M	Sell	71,715 -700	-1%	-$33K	0.52%	41
2018 Q2	$3.31M	Sell	72,415 -300	-0.4%	-$13.4K	0.53%	39
2018 Q1	$3.31M	Sell	72,715 -3,585	-5%	-$160K	0.41%	50
2017 Q4	$3.67M	Sell	76,300 -2,947	-4%	-$146K	0.44%	51
2017 Q3	$3.75M	Sell	79,247 -25	-0%	-$1.2K	0.48%	50
2017 Q2	$3.64M	Sell	79,272 -340	-0.4%	-$15.7K	0.5%	52
2017 Q1	$3.54M	Sell	79,612 -85	-0.1%	-$3.6K	0.51%	51
2016 Q4	$3.24M	Sell	79,697 -1,210	-1%	-$48.4K	0.5%	51
2016 Q3	$3.33M	Sell	80,907 -250	-0.3%	-$10.7K	0.73%	48
2016 Q2	$3.63M	Sell	81,157 -1,250	-2%	-$51.7K	0.81%	46
2016 Q1	$3.45M	Sell	82,407 -825	-1%	-$32.2K	0.81%	43
2015 Q4	$2.99M	Sell	83,232 -1,775	-2%	-$63.4K	0.7%	49
2015 Q3	$3.01M	Sell	85,007 -300	-0.4%	-$10.2K	0.69%	49
2015 Q2	$2.75M	Sell	85,307 -5,425	-6%	-$182K	0.5%	56
2015 Q1	$3.16M	Sell	90,732 -3,850	-4%	-$138K	0.59%	53
2014 Q4	$3.4M	Sell	94,582 -2,150	-2%	-$72.2K	0.58%	55
2014 Q3	$2.94M	Hold	96,732	–	–	0.45%	59
2014 Q2	$3.12M	Sell	96,732 -1,085	-1%	-$33.6K	0.48%	58
2014 Q1	$2.97M	Sell	97,817 -7,982	-8%	-$233K	0.52%	56
2013 Q4	$2.96M	Sell	105,799 -13,195	-11%	-$373K	0.5%	50
2013 Q3	$3.29M	Sell	118,994 -4,250	-3%	-$122K	0.56%	52
2013 Q2	$3.49M	Buy	+123,244	New	+$3.68M	0.61%	48

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 $3.38T AUM 44.17% 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

ARS Investment Partners's XEL Position: Q2 2026 in Review

ARS Investment Partners reduced its Xcel Energy (XEL) stake by 0.24% in Q2 2026, selling an estimated $6.39K and leaving 33,862 shares worth $2.72M. The position accounts for 0.12% of the portfolio, ranked #74.

ARS Investment Partners first reported a position in XEL in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.18M in Q2 2019. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

ARS Investment Partners held 33,862 shares of Xcel Energy worth $2.72M as of Q2 2026.
ARS Investment Partners sold 80 Xcel Energy shares in Q2 2026, an estimated $6.39K.
Xcel Energy made up 0.12% of ARS Investment Partners's portfolio in Q2 2026, its #74 holding.
ARS Investment Partners first reported a position in Xcel Energy in Q2 2013 and has held it in 53 quarters since.
ARS Investment Partners's Xcel Energy position peaked at $4.18M in Q2 2019.
1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.