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Axiom Investment Management’s Xcel Energy XEL Stock Holding History

Axiom 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 		$12.6K Buy
+157
New +$12.5K 0.01% 337
2019
Q3 		– Sell
-9,927
Closed -$591K – 428
2019
Q2 		$591K Sell
9,927
-88
-0.9% -$5.06K 0.11% 194
2019
Q1 		$568K Buy
10,015
+441
+5% +$23.5K 0.11% 194
2018
Q4 		$472K Buy
+9,574
New +$480K 0.1% 196

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

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

Axiom Investment Management opened a new position in Xcel Energy (XEL) in Q2 2026: 157 shares worth $12.6K. The stake represents 0.01% of the portfolio and ranks #337 among its holdings. This is a return to the name: Axiom Investment Management previously reported a position in XEL as recently as Q2 2019.

Axiom Investment Management first reported a position in XEL in Q4 2018 and has held it in 4 quarters since. The position peaked at $591K in Q2 2019. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Axiom Investment Management held 157 shares of Xcel Energy worth $12.6K as of Q2 2026.
  • Xcel Energy was a new Axiom Investment Management position in Q2 2026.
  • Xcel Energy made up 0.01% of Axiom Investment Management's portfolio in Q2 2026, its #337 holding.
  • Axiom Investment Management first reported a position in Xcel Energy in Q4 2018 and has held it in 4 quarters since.
  • Axiom Investment Management's Xcel Energy position peaked at $591K in Q2 2019.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Axiom Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.