Balyasny Asset Management
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Balyasny Asset Management’s Xcel Energy XEL Stock Holding History

Balyasny Asset 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
Q1 		– Sell
-200,000
Closed -$14.8M – 3611
2025
Q4 		$14.8M Buy
+200,000
New +$15.8M 0.02% 865
2024
Q2 		– Sell
-75,000
Closed -$4.03M – 3183
2024
Q1 		$4.03M Buy
+75,000
New +$4.28M 0.01% 1302

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management's XEL Position: Q1 2026 in Review

Balyasny Asset Management increased its Xcel Energy (XEL) stake by 54% in Q1 2026, buying an estimated $33.4M and bringing the position to 1,220,413 shares worth $96.9M. The position accounts for 0.13% of the portfolio, ranked #172.

Balyasny Asset Management first reported a position in XEL in Q4 2016 and has held it in 31 quarters since. The position peaked at $117M in Q2 2025. 1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Balyasny Asset Management held 1,220,413 shares of Xcel Energy worth $96.9M as of Q1 2026.
  • Balyasny Asset Management bought 425,609 Xcel Energy shares in Q1 2026, an estimated $33.4M.
  • Xcel Energy made up 0.13% of Balyasny Asset Management's portfolio in Q1 2026, its #172 holding.
  • Balyasny Asset Management first reported a position in Xcel Energy in Q4 2016 and has held it in 31 quarters since.
  • Balyasny Asset Management's Xcel Energy position peaked at $117M in Q2 2025.
  • 1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.