BFM
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Boothbay Fund Management’s Xcel Energy XEL Stock Holding History

Boothbay Fund 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 		$5.75M Sell
72,341
-9,405
-12% -$738K 0.07% 282
2025
Q4 		$6.04M Buy
81,746
+26,718
+49% +$2.11M 0.09% 243
2025
Q3 		$4.44M Sell
55,028
-2,584
-4% -$187K 0.06% 338
2025
Q2 		$3.92M Buy
57,612
+17,334
+43% +$1.2M 0.08% 348
2025
Q1 		$2.85M Sell
40,278
-18,347
-31% -$1.25M 0.08% 350
2024
Q4 		$3.96M Buy
58,625
+15,912
+37% +$1.07M 0.1% 283
2024
Q3 		$2.79M Buy
42,713
+3,949
+10% +$234K 0.06% 422
2024
Q2 		$2.07M Buy
38,764
+19,764
+104% +$1.08M 0.05% 490
2024
Q1 		$1.02M Sell
19,000
-9,410
-33% -$537K 0.02% 747
2023
Q4 		$1.76M Buy
+28,410
New +$1.7M 0.04% 537
2023
Q3 		– Sell
-5,732
Closed -$356K – 2120
2023
Q2 		$356K Buy
5,732
+2,760
+93% +$184K 0.01% 1239
2023
Q1 		$200K Buy
+2,972
New +$201K ﹤0.01% 1746
2022
Q3 		– Sell
-3,458
Closed -$245K – 2645
2022
Q2 		$245K Sell
3,458
-2,005
-37% -$146K 0.01% 1597
2022
Q1 		$394K Sell
5,463
-1,708
-24% -$117K 0.01% 1435
2021
Q4 		$485K Buy
+7,171
New +$467K 0.01% 1028
2021
Q3 		– Sell
-4,725
Closed -$311K – 2225
2021
Q2 		$311K Buy
4,725
+487
+11% +$33.9K 0.01% 1254
2021
Q1 		$282K Buy
+4,238
New +$268K 0.01% 1222
2019
Q4 		– Sell
-3,644
Closed -$236K – 1019
2019
Q3 		$236K Buy
+3,644
New +$227K 0.02% 624
2019
Q2 		– Sell
-12,598
Closed -$708K – 917
2019
Q1 		$708K Buy
+12,598
New +$670K 0.07% 303

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

Boothbay Fund Management's XEL Position: Q1 2026 in Review

Boothbay Fund Management reduced its Xcel Energy (XEL) stake by 12% in Q1 2026, selling an estimated $738K and leaving 72,341 shares worth $5.75M. The position accounts for 0.07% of the portfolio, ranked #282.

Boothbay Fund Management first reported a position in XEL in Q1 2019 and has held it in 19 quarters since. The position peaked at $6.04M in Q4 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Boothbay Fund Management held 72,341 shares of Xcel Energy worth $5.75M as of Q1 2026.
  • Boothbay Fund Management sold 9,405 Xcel Energy shares in Q1 2026, an estimated $738K.
  • Xcel Energy made up 0.07% of Boothbay Fund Management's portfolio in Q1 2026, its #282 holding.
  • Boothbay Fund Management first reported a position in Xcel Energy in Q1 2019 and has held it in 19 quarters since.
  • Boothbay Fund Management's Xcel Energy position peaked at $6.04M in Q4 2025.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

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