Bailard
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
Q3 		$1.91M Buy
27,052
+1,924
+8% +$148K 0.04% 256
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% -$9.9K 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

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Bailard's XEL Position: Q3 2026 in Review

Bailard increased its Xcel Energy (XEL) stake by 7.7% in Q3 2026, buying an estimated $148K and bringing the position to 27,052 shares worth $1.91M. The position accounts for 0.04% of the portfolio, ranked #256.

Bailard first reported a position in XEL in Q1 2019 and has held it in 22 quarters since. The position peaked at $2.02M in Q2 2026. 221 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Bailard held 27,052 shares of Xcel Energy worth $1.91M as of Q3 2026.
  • Bailard bought 1,924 Xcel Energy shares in Q3 2026, an estimated $148K.
  • Xcel Energy made up 0.04% of Bailard's portfolio in Q3 2026, its #256 holding.
  • Bailard first reported a position in Xcel Energy in Q1 2019 and has held it in 22 quarters since.
  • Bailard's Xcel Energy position peaked at $2.02M in Q2 2026.
  • 221 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.