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Ausbil Investment Management’s Xcel Energy XEL Stock Holding History

Ausbil Investment 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 		$7.51M Buy
+94,283
New +$7.53M 3.4% 8
2024
Q1 		– Sell
-89,244
Closed -$5.53M – 67
2023
Q4 		$5.53M Buy
89,244
+4,254
+5% +$255K 2.99% 12
2023
Q3 		$4.68M Hold
84,990
– – 2.9% 13
2023
Q2 		$5.28M Sell
84,990
-4,599
-5% -$307K 3.28% 12
2023
Q1 		$6.04M Buy
89,589
+6,023
+7% +$406K 4.23% 10
2022
Q4 		$5.95M Buy
+83,566
New +$5.56M 3.86% 12

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 $3.38T AUM 44.17% 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

Ausbil Investment Management's XEL Position: Q2 2026 in Review

Ausbil Investment Management opened a new position in Xcel Energy (XEL) in Q2 2026: 94,283 shares worth $7.51M. The stake represents 3.4% of the portfolio and ranks #8 among its holdings. This is a return to the name: Ausbil Investment Management previously reported a position in XEL as recently as Q4 2023.

Ausbil Investment Management first reported a position in XEL in Q4 2022 and has held it in 6 quarters since. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Ausbil Investment Management held 94,283 shares of Xcel Energy worth $7.51M as of Q2 2026.
  • Xcel Energy was a new Ausbil Investment Management position in Q2 2026.
  • Xcel Energy made up 3.4% of Ausbil Investment Management's portfolio in Q2 2026, its #8 holding.
  • Ausbil Investment Management first reported a position in Xcel Energy in Q4 2022 and has held it in 6 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Ausbil Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.