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BW Gestao de Investimentos’s Xcel Energy XEL Stock Holding History

BW Gestao de Investimentos’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 		$20.6M Buy
256,306
+12,069
+5% +$963K 0.41% 34
2026
Q1 		$19.4M Buy
244,237
+1,780
+0.7% +$140K 0.64% 28
2025
Q4 		$17.9M Buy
+242,457
New +$19.1M 0.4% 40
2025
Q1 		– Sell
-22,748
Closed -$1.54M – 169
2024
Q4 		$1.54M Buy
+22,748
New +$1.53M 0.05% 111

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BW Gestao de Investimentos's XEL Position: Q2 2026 in Review

BW Gestao de Investimentos increased its Xcel Energy (XEL) stake by 4.9% in Q2 2026, buying an estimated $963K and bringing the position to 256,306 shares worth $20.6M. The position accounts for 0.41% of the portfolio, ranked #34.

BW Gestao de Investimentos first reported a position in XEL in Q4 2024 and has held it in 4 quarters since. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • BW Gestao de Investimentos held 256,306 shares of Xcel Energy worth $20.6M as of Q2 2026.
  • BW Gestao de Investimentos bought 12,069 Xcel Energy shares in Q2 2026, an estimated $963K.
  • Xcel Energy made up 0.41% of BW Gestao de Investimentos's portfolio in Q2 2026, its #34 holding.
  • BW Gestao de Investimentos first reported a position in Xcel Energy in Q4 2024 and has held it in 4 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on BW Gestao de Investimentos's 13F filing for Q2 2026, filed 14 Aug 2026.