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Brandywine Global Investment Management’s Xcel Energy XEL Stock Holding History

Brandywine Global Investment 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
2025
Q4 		$66.7M Sell
902,437
-9,397
-1% -$741K 0.45% 58
2025
Q3 		$73.5M Sell
911,834
-17,478
-2% -$1.26M 0.5% 49
2025
Q2 		$63.3M Buy
929,312
+5,276
+0.6% +$366K 0.45% 55
2025
Q1 		$65.4M Sell
924,036
-207,531
-18% -$14.1M 0.47% 48
2024
Q4 		$76.4M Sell
1,131,567
-147,854
-12% -$9.92M 0.56% 44
2024
Q3 		$80.6M Buy
1,279,421
+301,006
+31% +$17.9M 0.54% 46
2024
Q2 		$52.3M Buy
+978,415
New +$53.2M 0.39% 62
2019
Q1 		– Sell
-399,526
Closed -$19.7M – 895
2018
Q4 		$19.7M Sell
399,526
-3,012
-0.7% -$151K 0.15% 136
2018
Q3 		$19M Sell
402,538
-12,735
-3% -$601K 0.12% 150
2018
Q2 		$19M Sell
415,273
-8,197
-2% -$367K 0.12% 147
2018
Q1 		$19.3M Buy
423,470
+980
+0.2% +$43.7K 0.12% 144
2017
Q4 		$20.3M Buy
422,490
+12,011
+3% +$596K 0.12% 138
2017
Q3 		$19.4M Sell
410,479
-14,040
-3% -$674K 0.12% 149
2017
Q2 		$19.5M Sell
424,519
-8,450
-2% -$389K 0.12% 152
2017
Q1 		$19.2M Buy
432,969
+11,005
+3% +$466K 0.12% 148
2016
Q4 		$17.2M Sell
421,964
-15,722
-4% -$629K 0.11% 167
2016
Q3 		$18M Sell
437,686
-18,166
-4% -$777K 0.12% 151
2016
Q2 		$20.4M Sell
455,852
-11,511
-2% -$476K 0.14% 140
2016
Q1 		$19.5M Sell
467,363
-4,986
-1% -$194K 0.13% 147
2015
Q4 		$17M Buy
472,349
+69,350
+17% +$2.48M 0.11% 163
2015
Q3 		$14.3M Buy
+402,999
New +$13.7M 0.09% 199
2014
Q2 		– Sell
-4,620
Closed -$141K – 1000
2014
Q1 		$141K Sell
4,620
-883
-16% -$25.7K ﹤0.01% 785
2013
Q4 		$154K Hold
5,503
– – ﹤0.01% 779
2013
Q3 		$152K Sell
5,503
-32,000
-85% -$915K ﹤0.01% 798
2013
Q2 		$1.06M Buy
+37,503
New +$1.12M 0.01% 590

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Brandywine Global Investment Management's XEL Position: Q4 2025 in Review

Brandywine Global Investment Management reduced its Xcel Energy (XEL) stake by 1% in Q4 2025, selling an estimated $741K and leaving 902,437 shares worth $66.7M. The position accounts for 0.45% of the portfolio, ranked #58.

Brandywine Global Investment Management first reported a position in XEL in Q2 2013 and has held it in 25 quarters since. The position peaked at $80.6M in Q3 2024. 1,253 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

  • Brandywine Global Investment Management held 902,437 shares of Xcel Energy worth $66.7M as of Q4 2025.
  • Brandywine Global Investment Management sold 9,397 Xcel Energy shares in Q4 2025, an estimated $741K.
  • Xcel Energy made up 0.45% of Brandywine Global Investment Management's portfolio in Q4 2025, its #58 holding.
  • Brandywine Global Investment Management first reported a position in Xcel Energy in Q2 2013 and has held it in 25 quarters since.
  • Brandywine Global Investment Management's Xcel Energy position peaked at $80.6M in Q3 2024.
  • 1,253 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.