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Brinker Capital Investments’s Xcel Energy XEL Stock Holding History

Brinker Capital Investments’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 		$1.99M Sell
24,730
-559
-2% -$44.6K 0.02% 804
2026
Q1 		$2.01M Sell
25,289
-5,489
-18% -$431K 0.02% 756
2025
Q4 		$2.27M Buy
30,778
+637
+2% +$50.2K 0.02% 772
2025
Q3 		$2.43M Buy
30,141
+3,336
+12% +$241K 0.02% 740
2025
Q2 		$1.83M Buy
26,805
+3,090
+13% +$214K 0.02% 839
2025
Q1 		$1.68M Buy
23,715
+658
+3% +$44.8K 0.02% 804
2024
Q4 		$1.56M Buy
23,057
+4,001
+21% +$268K 0.02% 814
2024
Q3 		$1.24M Sell
19,056
-692
-4% -$41K 0.01% 931
2024
Q2 		$1.05M Buy
19,748
+1,564
+9% +$85.1K 0.01% 964
2024
Q1 		$977K Sell
18,184
-3,111
-15% -$178K 0.01% 996
2023
Q4 		$1.35M Buy
21,295
+1,883
+10% +$113K 0.02% 810
2023
Q3 		$1.11M Sell
19,412
-1,320
-6% -$79.3K 0.01% 884
2023
Q2 		$1.29M Sell
20,732
-467
-2% -$31.2K 0.01% 839
2023
Q1 		$1.43M Buy
21,199
+15,939
+303% +$1.08M 0.02% 731
2022
Q4 		$369K Sell
5,260
-190
-3% -$12.6K 0.01% 1081
2022
Q3 		$349K Buy
5,450
+269
+5% +$19.6K 0.01% 1066
2022
Q2 		$367K Sell
5,181
-6,840
-57% -$498K 0.01% 1087
2022
Q1 		$868K Sell
12,021
-4,312
-26% -$296K 0.01% 855
2021
Q4 		$1.11M Buy
16,333
+12,810
+364% +$835K 0.02% 782
2021
Q3 		$233K Hold
3,523
– – ﹤0.01% 1221
2021
Q2 		$233K Buy
+3,523
New +$245K ﹤0.01% 1272
2021
Q1 		– Sell
-3,390
Closed -$227K – 1282
2020
Q4 		$227K Buy
+3,390
New +$236K ﹤0.01% 969
2020
Q1 		– Sell
-93
Closed -$6K – 775
2019
Q4 		$6K Buy
+93
New +$5.82K ﹤0.01% 627
2018
Q3 		– Sell
-190
Closed -$9K – 703
2018
Q2 		$9K Buy
+190
New +$8.51K ﹤0.01% 500
2017
Q1 		– Sell
-434
Closed -$18K – 510
2016
Q4 		$18K Buy
+434
New +$17.4K ﹤0.01% 352

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Brinker Capital Investments's XEL Position: Q2 2026 in Review

Brinker Capital Investments reduced its Xcel Energy (XEL) stake by 2.2% in Q2 2026, selling an estimated $44.6K and leaving 24,730 shares worth $1.99M. The position accounts for 0.02% of the portfolio, ranked #804.

Brinker Capital Investments first reported a position in XEL in Q4 2016 and has held it in 25 quarters since. The position peaked at $2.43M in Q3 2025. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Brinker Capital Investments held 24,730 shares of Xcel Energy worth $1.99M as of Q2 2026.
  • Brinker Capital Investments sold 559 Xcel Energy shares in Q2 2026, an estimated $44.6K.
  • Xcel Energy made up 0.02% of Brinker Capital Investments's portfolio in Q2 2026, its #804 holding.
  • Brinker Capital Investments first reported a position in Xcel Energy in Q4 2016 and has held it in 25 quarters since.
  • Brinker Capital Investments's Xcel Energy position peaked at $2.43M in Q3 2025.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.