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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
Q1 		$79 Buy
+1
New +$78 ﹤0.01% 1986

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

Brinker Capital Investments's XEL Position: Q1 2026 in Review

Brinker Capital Investments reduced its Xcel Energy (XEL) stake by 18% in Q1 2026, selling an estimated $431K and leaving 25,289 shares worth $2.01M. The position accounts for 0.02% of the portfolio, ranked #756.

Brinker Capital Investments first reported a position in XEL in Q4 2016 and has held it in 24 quarters since. The position peaked at $2.43M in Q3 2025. 1,265 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Brinker Capital Investments held 25,289 shares of Xcel Energy worth $2.01M as of Q1 2026.
  • Brinker Capital Investments sold 5,489 Xcel Energy shares in Q1 2026, an estimated $431K.
  • Xcel Energy made up 0.02% of Brinker Capital Investments's portfolio in Q1 2026, its #756 holding.
  • Brinker Capital Investments first reported a position in Xcel Energy in Q4 2016 and has held it in 24 quarters since.
  • Brinker Capital Investments's Xcel Energy position peaked at $2.43M in Q3 2025.
  • 1,265 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.