Blue Water Asset Management’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
$349K Hold
4,346
0.11% 85
2026
Q1
$345K Buy
4,346
+125
+3% +$9.8K 0.12% 74
2025
Q4
$312K Buy
+4,221
New +$333K 0.11% 83

Other funds holding XEL

Blue Water Asset Management's XEL Position: Q2 2026 in Review

Blue Water Asset Management held its Xcel Energy (XEL) position steady in Q2 2026 at 4,346 shares worth $349K. The position accounts for 0.11% of the portfolio, ranked #85.

Blue Water Asset Management first reported a position in XEL in Q4 2025 and has held it in 3 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Blue Water Asset Management held 4,346 shares of Xcel Energy worth $349K as of Q2 2026.
  • Blue Water Asset Management left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.11% of Blue Water Asset Management's portfolio in Q2 2026, its #85 holding.
  • Blue Water Asset Management first reported a position in Xcel Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Blue Water Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.