B
XEL icon

Bailard’s Xcel Energy XEL Stock Holding History

Bailard’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 		$2.02M Buy
25,128
+5,284
+27% +$422K 0.04% 262
2026
Q1 		$1.58M Sell
19,844
-680
-3% -$53.3K 0.04% 260
2025
Q4 		$1.52M Buy
20,524
+2,600
+15% +$205K 0.03% 265
2025
Q3 		$1.45M Buy
17,924
+4,119
+30% +$298K 0.03% 281
2025
Q2 		$940K Sell
13,805
-453
-3% -$31.4K 0.02% 335
2025
Q1 		$1.01M Buy
14,258
+1,421
+11% +$96.7K 0.03% 305
2024
Q4 		$867K Buy
12,837
+370
+3% +$24.8K 0.02% 320
2024
Q3 		$814K Buy
12,467
+393
+3% +$23.3K 0.02% 341
2024
Q2 		$645K Buy
12,074
+242
+2% +$13.2K 0.02% 396
2024
Q1 		$636K Sell
11,832
-173
-1% -$9.88K 0.02% 413
2023
Q4 		$743K Buy
12,005
+1,495
+14% +$89.7K 0.02% 350
2023
Q3 		$601K Buy
+10,510
New +$632K 0.02% 368
2022
Q1 		– Sell
-3,207
Closed -$217K – 816
2021
Q4 		$217K Sell
3,207
-29
-0.9% -$1.89K 0.01% 666
2021
Q3 		$202K Buy
+3,236
New +$219K 0.01% 680
2020
Q4 		– Sell
-3,928
Closed -$271K – 692
2020
Q3 		$271K Hold
3,928
– – 0.01% 406
2020
Q2 		$246K Hold
3,928
– – 0.01% 400
2020
Q1 		$237K Sell
3,928
-671
-15% -$43.7K 0.02% 376
2019
Q4 		$292K Hold
4,599
– – 0.02% 415
2019
Q3 		$298K Hold
4,599
– – 0.02% 403
2019
Q2 		$274K Hold
4,599
– – 0.02% 442
2019
Q1 		$259K Buy
+4,599
New +$245K 0.02% 446

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

Bailard's XEL Position: Q2 2026 in Review

Bailard increased its Xcel Energy (XEL) stake by 27% in Q2 2026, buying an estimated $422K and bringing the position to 25,128 shares worth $2.02M. The position accounts for 0.04% of the portfolio, ranked #262.

Bailard first reported a position in XEL in Q1 2019 and has held it in 21 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Bailard held 25,128 shares of Xcel Energy worth $2.02M as of Q2 2026.
  • Bailard bought 5,284 Xcel Energy shares in Q2 2026, an estimated $422K.
  • Xcel Energy made up 0.04% of Bailard's portfolio in Q2 2026, its #262 holding.
  • Bailard first reported a position in Xcel Energy in Q1 2019 and has held it in 21 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.