Bayforest Capital’s Xcel Energy XEL Stock Holding History

Bayforest Capital’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	$118K	Buy	1,474 +822	+126%	+$65.6K	0.11%	371
2026 Q1	$51.8K	Buy	+652	New	+$51.1K	0.06%	548

Other funds holding XEL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Bayforest Capital's XEL Position: Q2 2026 in Review

Bayforest Capital increased its Xcel Energy (XEL) stake by 126% in Q2 2026, buying an estimated $65.6K and bringing the position to 1,474 shares worth $118K. The position accounts for 0.11% of the portfolio, ranked #371.

Bayforest Capital first reported a position in XEL in Q1 2026 and has held it in 2 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Bayforest Capital held 1,474 shares of Xcel Energy worth $118K as of Q2 2026.
Bayforest Capital bought 822 Xcel Energy shares in Q2 2026, an estimated $65.6K.
Xcel Energy made up 0.11% of Bayforest Capital's portfolio in Q2 2026, its #371 holding.
Bayforest Capital first reported a position in Xcel Energy in Q1 2026 and has held it in 2 quarters since.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.