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Campbell & Co Investment Adviser’s Xcel Energy XEL Stock Holding History

Campbell & Co Investment Adviser’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 		$5.35M Buy
66,633
+17,396
+35% +$1.39M 0.28% 68
2026
Q1 		$3.91M Sell
49,237
-30,954
-39% -$2.43M 0.22% 116
2025
Q4 		$5.92M Buy
+80,191
New +$6.32M 0.28% 69
2025
Q2 		– Sell
-40,252
Closed -$2.85M – 1518
2025
Q1 		$2.85M Buy
+40,252
New +$2.74M 0.22% 104
2024
Q3 		– Sell
-11,593
Closed -$619K – 1375
2024
Q2 		$619K Buy
11,593
+4,720
+69% +$257K 0.05% 567
2024
Q1 		$369K Buy
+6,873
New +$392K 0.03% 832
2023
Q3 		– Sell
-6,415
Closed -$399K – 1221
2023
Q2 		$399K Buy
+6,415
New +$428K 0.07% 535
2021
Q4 		– Sell
-10,865
Closed -$679K – 850
2021
Q3 		$679K Buy
+10,865
New +$734K 0.22% 136
2021
Q2 		– Sell
-5,037
Closed -$335K – 740
2021
Q1 		$335K Buy
+5,037
New +$318K 0.21% 190
2020
Q1 		– Sell
-36,655
Closed -$2.33M – 536
2019
Q4 		$2.33M Buy
36,655
+24,630
+205% +$1.54M 0.71% 6
2019
Q3 		$780K Buy
+12,025
New +$749K 0.29% 70
2018
Q3 		– Sell
-12,700
Closed -$580K – 541
2018
Q2 		$580K Buy
+12,700
New +$569K 0.45% 40
2017
Q1 		– Sell
-6,438
Closed -$262K – 217
2016
Q4 		$262K Buy
+6,438
New +$257K 0.81% 49
2013
Q3 		– Sell
-90,400
Closed -$2.56M – 379
2013
Q2 		$2.56M Buy
+90,400
New +$2.7M 0.49% 63

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 $3.37T AUM 44.26% 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

Campbell & Co Investment Adviser's XEL Position: Q2 2026 in Review

Campbell & Co Investment Adviser increased its Xcel Energy (XEL) stake by 35% in Q2 2026, buying an estimated $1.39M and bringing the position to 66,633 shares worth $5.35M. The position accounts for 0.28% of the portfolio, ranked #68.

Campbell & Co Investment Adviser first reported a position in XEL in Q2 2013 and has held it in 14 quarters since. The position peaked at $5.92M in Q4 2025. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Campbell & Co Investment Adviser held 66,633 shares of Xcel Energy worth $5.35M as of Q2 2026.
  • Campbell & Co Investment Adviser bought 17,396 Xcel Energy shares in Q2 2026, an estimated $1.39M.
  • Xcel Energy made up 0.28% of Campbell & Co Investment Adviser's portfolio in Q2 2026, its #68 holding.
  • Campbell & Co Investment Adviser first reported a position in Xcel Energy in Q2 2013 and has held it in 14 quarters since.
  • Campbell & Co Investment Adviser's Xcel Energy position peaked at $5.92M in Q4 2025.
  • 1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2026, filed 3 Aug 2026.