Bank of Montreal’s Xcel Energy XEL Stock Holding History

Bank of Montreal’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	$104K	Buy	+1,300	New	+$104K	﹤0.01%	3226

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

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. 915 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.
915 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.