Bank of Montreal’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $273M | Buy |
3,395,450
+2,707,596
| +394% | +$216M | 0.09% | 176 |
|
|
2026
Q1 | $54.6M | Sell |
687,854
-2,408,333
| -78% | -$189M | 0.02% | 533 |
|
|
2025
Q4 | $229M | Buy |
3,096,187
+1,646,220
| +114% | +$130M | 0.08% | 198 |
|
|
2025
Q3 | $117M | Buy |
1,449,967
+811,360
| +127% | +$58.7M | 0.04% | 293 |
|
|
2025
Q2 | $43.5M | Sell |
638,607
-68,507
| -10% | -$4.75M | 0.02% | 473 |
|
|
2025
Q1 | $50.1M | Sell |
707,114
-171,543
| -20% | -$11.7M | 0.02% | 426 |
|
|
2024
Q4 | $59.3M | Sell |
878,657
-50,912
| -5% | -$3.41M | 0.03% | 409 |
|
|
2024
Q3 | $60M | Sell |
929,569
-224,007
| -19% | -$13.3M | 0.03% | 414 |
|
|
2024
Q2 | $63.5M | Buy |
1,153,576
+368,977
| +47% | +$20.1M | 0.02% | 393 |
|
|
2024
Q1 | $45.4M | Sell |
784,599
-109,458
| -12% | -$6.25M | 0.01% | 469 |
|
|
2023
Q4 | $55.7M | Sell |
894,057
-82,537
| -8% | -$4.95M | 0.02% | 444 |
|
|
2023
Q3 | $57.1M | Buy |
976,594
+439,131
| +82% | +$26.4M | 0.02% | 376 |
|
|
2023
Q2 | $34.7M | Sell |
537,463
-22,962
| -4% | -$1.53M | 0.01% | 523 |
|
|
2023
Q1 | $37.8M | Sell |
560,425
-271,012
| -33% | -$18.3M | 0.02% | 468 |
|
|
2022
Q4 | $58.7M | Buy |
831,437
+186,320
| +29% | +$12.4M | 0.03% | 344 |
|
|
2022
Q3 | $48.6M | Buy |
645,117
+77,032
| +14% | +$5.61M | 0.02% | 378 |
|
|
2022
Q2 | $39.9M | Sell |
568,085
-38,733
| -6% | -$2.82M | 0.02% | 498 |
|
|
2022
Q1 | $43.9M | Sell |
606,818
-22,955
| -4% | -$1.58M | 0.02% | 506 |
|
|
2021
Q4 | $43M | Sell |
629,773
-238,366
| -27% | -$15.5M | 0.02% | 477 |
|
|
2021
Q3 | $54.7M | Sell |
868,139
-398,499
| -31% | -$26.9M | 0.03% | 526 |
|
|
2021
Q2 | $83.6M | Buy |
1,266,638
+558,435
| +79% | +$38.9M | 0.04% | 356 |
|
|
2021
Q1 | $48M | Sell |
708,203
-125,627
| -15% | -$7.94M | 0.03% | 410 |
|
|
2020
Q4 | $53.7M | Buy |
833,830
+164,405
| +25% | +$11.5M | 0.04% | 401 |
|
|
2020
Q3 | $48.5M | Sell |
669,425
-82,130
| -11% | -$5.6M | 0.04% | 348 |
|
|
2020
Q2 | $47.5M | Buy |
751,555
+17,829
| +2% | +$1.12M | 0.04% | 336 |
|
|
2020
Q1 | $44.3M | Sell |
733,726
-517,887
| -41% | -$33.8M | 0.05% | 295 |
|
|
2019
Q4 | $79.5M | Buy |
1,251,613
+477,271
| +62% | +$29.9M | 0.06% | 297 |
|
|
2019
Q3 | $50.2M | Buy |
774,342
+102,230
| +15% | +$6.37M | 0.04% | 361 |
|
|
2019
Q2 | $40M | Buy |
672,112
+5,948
| +0.9% | +$342K | 0.03% | 430 |
|
|
2019
Q1 | $37.4M | Sell |
666,164
-14,371
| -2% | -$764K | 0.03% | 420 |
|
|
2018
Q4 | $33.5M | Sell |
680,535
-148,935
| -18% | -$7.47M | 0.03% | 429 |
|
|
2018
Q3 | $39.2M | Buy |
829,470
+109,389
| +15% | +$5.16M | 0.03% | 432 |
|
|
2018
Q2 | $32.9M | Buy |
720,081
+77,128
| +12% | +$3.45M | 0.03% | 460 |
|
|
2018
Q1 | $29.2M | Sell |
642,953
-13,603
| -2% | -$606K | 0.03% | 496 |
|
|
2017
Q4 | $31.6M | Sell |
656,556
-130,073
| -17% | -$6.46M | 0.03% | 473 |
|
|
2017
Q3 | $37.2M | Buy |
786,629
+46,442
| +6% | +$2.23M | 0.03% | 412 |
|
|
2017
Q2 | $34M | Sell |
740,187
-47,664
| -6% | -$2.19M | 0.03% | 437 |
|
|
2017
Q1 | $35M | Buy |
787,851
+72,241
| +10% | +$3.06M | 0.03% | 405 |
|
|
2016
Q4 | $27.9M | Sell |
715,610
-13,028
| -2% | -$521K | 0.03% | 444 |
|
|
2016
Q3 | $30M | Buy |
728,638
+90,176
| +14% | +$3.86M | 0.03% | 429 |
|
|
2016
Q2 | $28.6M | Buy |
638,462
+71,208
| +13% | +$2.95M | 0.03% | 438 |
|
|
2016
Q1 | $23.7M | Buy |
567,254
+17,820
| +3% | +$695K | 0.03% | 436 |
|
|
2015
Q4 | $19.7M | Buy |
549,434
+50,433
| +10% | +$1.8M | 0.02% | 486 |
|
|
2015
Q3 | $17.7M | Sell |
499,001
-389
| -0.1% | -$13.2K | 0.02% | 498 |
|
|
2015
Q2 | $16.1M | Buy |
499,390
+14,156
| +3% | +$476K | 0.02% | 601 |
|
|
2015
Q1 | $16.9M | Buy |
485,234
+79,487
| +20% | +$2.84M | 0.02% | 572 |
|
|
2014
Q4 | $14.6M | Buy |
405,747
+230,364
| +131% | +$7.73M | 0.02% | 615 |
|
|
2014
Q3 | $5.33M | Sell |
175,383
-7,871
| -4% | -$246K | 0.01% | 1059 |
|
|
2014
Q2 | $5.91M | Buy |
183,254
+43,116
| +31% | +$1.34M | 0.01% | 1025 |
|
|
2014
Q1 | $4.25M | Buy |
140,138
+19,747
| +16% | +$576K | 0.01% | 1002 |
|
|
2013
Q4 | $3.36M | Buy |
120,391
+2,801
| +2% | +$79.1K | ﹤0.01% | 980 |
|
|
2013
Q3 | $3.25M | Buy |
117,590
+13,575
| +13% | +$388K | 0.01% | 948 |
|
|
2013
Q2 | $2.95M | Buy |
+104,015
| New | +$3.11M | 0.01% | 942 |
|
Other funds holding XEL
Bank of Montreal's XEL Position: Q2 2026 in Review
Bank of Montreal increased its Xcel Energy (XEL) stake by 394% in Q2 2026, buying an estimated $216M and bringing the position to 3,395,450 shares worth $273M. The position accounts for 0.09% of the portfolio, ranked #176.
Bank of Montreal first reported a position in XEL in Q2 2013 and has held it in 53 quarters since. 1,285 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- Bank of Montreal held 3,395,450 shares of Xcel Energy worth $273M as of Q2 2026.
- Bank of Montreal bought 2,707,596 Xcel Energy shares in Q2 2026, an estimated $216M.
- Xcel Energy made up 0.09% of Bank of Montreal's portfolio in Q2 2026, its #176 holding.
- Bank of Montreal first reported a position in Xcel Energy in Q2 2013 and has held it in 53 quarters since.
- 1,285 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.