BTC Capital Management’s Xcel Energy XEL Stock Holding History

BTC Capital 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
2026 Q2	$7.5M	Sell	93,406 -7,218	-7%	-$576K	0.46%	60
2026 Q1	$7.99M	Sell	100,624 -824	-0.8%	-$64.6K	0.54%	50
2025 Q4	$7.5M	Sell	101,448 -114,022	-53%	-$8.99M	0.52%	53
2025 Q3	$17.4M	Buy	215,470 +110,053	+104%	+$7.96M	1.2%	24
2025 Q2	$7.16M	Sell	105,417 -3,313	-3%	-$230K	0.58%	48
2025 Q1	$7.7M	Buy	108,730 +921	+0.9%	+$62.7K	0.7%	43
2024 Q4	$7.27M	Sell	107,809 -5,630	-5%	-$378K	0.67%	46
2024 Q3	$7.41M	Buy	113,439 +4,378	+4%	+$260K	0.66%	53
2024 Q2	$5.82M	Buy	109,061 +1,010	+0.9%	+$54.9K	0.54%	60
2024 Q1	$5.81M	Buy	+108,051	New	+$6.17M	0.53%	67
2023 Q3	$4.98M	Buy	87,029 +711	+0.8%	+$42.7K	0.57%	62
2023 Q2	$5.35M	Buy	86,318 +16,616	+24%	+$1.11M	0.58%	60
2023 Q1	$4.7M	Buy	69,702 +1,620	+2%	+$109K	0.54%	67
2022 Q4	$4.77M	Buy	68,082 +2,942	+5%	+$196K	0.57%	57
2022 Q3	$4.17M	Buy	+65,140	New	+$4.74M	0.55%	62

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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BTC Capital Management's XEL Position: Q2 2026 in Review

BTC Capital Management reduced its Xcel Energy (XEL) stake by 7.2% in Q2 2026, selling an estimated $576K and leaving 93,406 shares worth $7.5M. The position accounts for 0.46% of the portfolio, ranked #60.

BTC Capital Management first reported a position in XEL in Q3 2022 and has held it in 15 quarters since. The position peaked at $17.4M in Q3 2025. 604 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

BTC Capital Management held 93,406 shares of Xcel Energy worth $7.5M as of Q2 2026.
BTC Capital Management sold 7,218 Xcel Energy shares in Q2 2026, an estimated $576K.
Xcel Energy made up 0.46% of BTC Capital Management's portfolio in Q2 2026, its #60 holding.
BTC Capital Management first reported a position in Xcel Energy in Q3 2022 and has held it in 15 quarters since.
BTC Capital Management's Xcel Energy position peaked at $17.4M in Q3 2025.
604 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.