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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BTG Pactual Asset Management US's XEL Position: Q1 2026 in Review

BTG Pactual Asset Management US reduced its Xcel Energy (XEL) stake by 29% in Q1 2026, selling an estimated $4.24M and leaving 135,164 shares worth $10.7M. The position accounts for 0.93% of the portfolio, ranked #31.

BTG Pactual Asset Management US first reported a position in XEL in Q2 2024 and has held it in 8 quarters since. The position peaked at $14M in Q4 2025. 1,265 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

BTG Pactual Asset Management US held 135,164 shares of Xcel Energy worth $10.7M as of Q1 2026.
BTG Pactual Asset Management US sold 54,024 Xcel Energy shares in Q1 2026, an estimated $4.24M.
Xcel Energy made up 0.93% of BTG Pactual Asset Management US's portfolio in Q1 2026, its #31 holding.
BTG Pactual Asset Management US first reported a position in Xcel Energy in Q2 2024 and has held it in 8 quarters since.
BTG Pactual Asset Management US's Xcel Energy position peaked at $14M in Q4 2025.
1,265 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on BTG Pactual Asset Management US's 13F filing for Q1 2026, filed 14 May 2026.