Broadwater Capital’s Xcel Energy XEL Stock Holding History

Broadwater Capital’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	$14.5K	Sell	180 -540	-75%	-$43.1K	0.01%	142
2026 Q1	$53.2K	Hold	720	–	–	0.04%	104
2025 Q4	$53.2K	Sell	720 -2,160	-75%	-$170K	0.04%	104
2025 Q3	$232K	Sell	2,880 -193,248	-99%	-$14M	0.17%	73
2025 Q2	$196M	Buy	196,128 +193,248	+6,710%	+$13.4M	0.15%	75
2025 Q1	$204K	Hold	2,880	–	–	0.16%	76
2024 Q4	$194K	Hold	2,880	–	–	0.15%	77
2024 Q3	$188K	Sell	2,880 -720	-20%	-$42.7K	0.14%	80
2024 Q2	$192K	Hold	3,600	–	–	0.15%	79
2024 Q1	$194K	Hold	3,600	–	–	0.15%	80
2023 Q4	$223K	Buy	+3,600	New	+$216K	0.17%	75

Other funds holding XEL

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Broadwater Capital's XEL Position: Q2 2026 in Review

Broadwater Capital reduced its Xcel Energy (XEL) stake by 75% in Q2 2026, selling an estimated $43.1K and leaving 180 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #142.

Broadwater Capital first reported a position in XEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $196M in Q2 2025. 648 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Broadwater Capital held 180 shares of Xcel Energy worth $14.5K as of Q2 2026.
Broadwater Capital sold 540 Xcel Energy shares in Q2 2026, an estimated $43.1K.
Xcel Energy made up 0.01% of Broadwater Capital's portfolio in Q2 2026, its #142 holding.
Broadwater Capital first reported a position in Xcel Energy in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's Xcel Energy position peaked at $196M in Q2 2025.
648 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.