Brooklyn Investment Group’s Xcel Energy XEL Stock Holding History

Brooklyn Investment Group’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	$730K	Buy	9,193 +3,873	+73%	+$304K	0.02%	749
2025 Q4	$394K	Buy	+5,320	New	+$420K	0.02%	842
2025 Q3	–	Sell	-2,597	Closed	-$177K	–	2733
2025 Q2	$177K	Buy	2,597 +255	+11%	+$17.7K	0.02%	669
2025 Q1	$166K	Buy	2,342 +422	+22%	+$28.7K	0.04%	385
2024 Q4	$130K	Buy	1,920 +178	+10%	+$11.9K	0.04%	325
2024 Q3	$114K	Buy	+1,742	New	+$103K	0.04%	328
2024 Q1	–	Sell	-3,669	Closed	-$227K	–	238
2023 Q4	$227K	Buy	+3,669	New	+$220K	0.11%	199

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brooklyn Investment Group's XEL Position: Q1 2026 in Review

Brooklyn Investment Group increased its Xcel Energy (XEL) stake by 73% in Q1 2026, buying an estimated $304K and bringing the position to 9,193 shares worth $730K. The position accounts for 0.02% of the portfolio, ranked #749.

Brooklyn Investment Group first reported a position in XEL in Q4 2023 and has held it in 7 quarters since. 1,271 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Brooklyn Investment Group held 9,193 shares of Xcel Energy worth $730K as of Q1 2026.
Brooklyn Investment Group bought 3,873 Xcel Energy shares in Q1 2026, an estimated $304K.
Xcel Energy made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #749 holding.
Brooklyn Investment Group first reported a position in Xcel Energy in Q4 2023 and has held it in 7 quarters since.
1,271 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.