BTG Pactual Asset Management US’s Xcel Energy XEL Stock Holding History

BTG Pactual Asset Management US’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	$15.8M	Buy	196,478 +61,314	+45%	+$4.89M	0.98%	19
2026 Q1	$10.7M	Sell	135,164 -54,024	-29%	-$4.24M	0.93%	31
2025 Q4	$14M	Buy	189,188 +105,726	+127%	+$8.34M	1.36%	17
2025 Q3	$6.73M	Buy	83,462 +10,094	+14%	+$730K	0.32%	40
2025 Q2	$5M	Sell	73,368 -28,160	-28%	-$1.95M	0.55%	51
2025 Q1	$7.19M	Buy	101,528 +3,956	+4%	+$269K	0.77%	27
2024 Q4	$6.59M	Buy	97,572 +38,091	+64%	+$2.55M	0.68%	36
2024 Q3	$3.88M	Sell	59,481 -48,136	-45%	-$2.86M	0.33%	74
2024 Q2	$5.75M	Buy	+107,617	New	+$5.85M	0.85%	30

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 $3.38T AUM 44.17% 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

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

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

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

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

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

BTG Pactual Asset Management US's XEL Position: Q2 2026 in Review

BTG Pactual Asset Management US increased its Xcel Energy (XEL) stake by 45% in Q2 2026, buying an estimated $4.89M and bringing the position to 196,478 shares worth $15.8M. The position accounts for 0.98% of the portfolio, ranked #19.

BTG Pactual Asset Management US first reported a position in XEL in Q2 2024 and has held it in 9 quarters since. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

BTG Pactual Asset Management US held 196,478 shares of Xcel Energy worth $15.8M as of Q2 2026.
BTG Pactual Asset Management US bought 61,314 Xcel Energy shares in Q2 2026, an estimated $4.89M.
Xcel Energy made up 0.98% of BTG Pactual Asset Management US's portfolio in Q2 2026, its #19 holding.
BTG Pactual Asset Management US first reported a position in Xcel Energy in Q2 2024 and has held it in 9 quarters since.
1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on BTG Pactual Asset Management US's 13F filing for Q2 2026, filed 14 Aug 2026.