Capital Research Global Investors’s Xcel Energy XEL Stock Holding History

Capital Research Global Investors’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	$2.35B	Buy	29,301,965 +2,043,441	+7%	+$163M	0.33%	63
2026 Q1	$2.17B	Buy	27,258,524 +23,727,062	+672%	+$1.86B	0.34%	68
2025 Q4	$261M	Buy	3,531,462 +34,620	+1%	+$2.73M	0.05%	199
2025 Q3	$282M	Buy	3,496,842 +52,670	+2%	+$3.81M	0.05%	189
2025 Q2	$235M	Buy	3,444,172 +34,205	+1%	+$2.37M	0.05%	206
2025 Q1	$241M	Buy	3,409,967 +19,924	+0.6%	+$1.36M	0.05%	198
2024 Q4	$229M	Buy	3,390,043 +5,068	+0.1%	+$340K	0.05%	210
2024 Q3	$221M	Buy	3,384,975 +3,234	+0.1%	+$192K	0.05%	211
2024 Q2	$181M	Buy	3,381,741 +1,131	+0%	+$61.5K	0.04%	230
2024 Q1	$182M	Buy	3,380,610 +1,672	+0%	+$95.5K	0.04%	236
2023 Q4	$209M	Sell	3,378,938 -688	-0%	-$41.3K	0.05%	229
2023 Q3	$193M	Buy	3,379,626 +1,640	+0%	+$98.6K	0.05%	231
2023 Q2	$210M	Buy	3,377,986 +2,076	+0.1%	+$139K	0.06%	227
2023 Q1	$228M	Buy	3,375,910 +2,019	+0.1%	+$136K	0.07%	207
2022 Q4	$237M	Sell	3,373,891 -444	-0%	-$29.5K	0.07%	199
2022 Q3	$216M	Sell	3,374,335 -830	-0%	-$60.4K	0.07%	200
2022 Q2	$239M	Sell	3,375,165 -893	-0%	-$65K	0.07%	198
2022 Q1	$244M	Buy	3,376,058 +482	+0%	+$33.1K	0.06%	221
2021 Q4	$229M	Sell	3,375,576 -469	-0%	-$30.6K	0.05%	236
2021 Q3	$211M	Buy	3,376,045 +422	+0%	+$28.5K	0.05%	245
2021 Q2	$222M	Buy	3,375,623 +617	+0%	+$42.9K	0.05%	232
2021 Q1	$224M	Buy	3,375,006 +909	+0%	+$57.5K	0.05%	234
2020 Q4	$225M	Buy	3,374,097 +2,493	+0.1%	+$174K	0.06%	231
2020 Q3	$233M	Sell	3,371,604 -33	-0%	-$2.25K	0.07%	202
2020 Q2	$211M	Buy	3,371,637 +61	+0%	+$3.84K	0.07%	205
2020 Q1	$203M	Buy	3,371,576 +33	+0%	+$2.15K	0.08%	187
2019 Q4	$214M	Buy	3,371,543 +3,378	+0.1%	+$211K	0.06%	208
2019 Q3	$219M	Sell	3,368,165 -70	-0%	-$4.36K	0.07%	199
2019 Q2	$200M	Buy	3,368,235 +3,092	+0.1%	+$178K	0.06%	203
2019 Q1	$189M	Sell	3,365,143 -17	-0%	-$904	0.06%	214
2018 Q4	$166M	Hold	3,365,160	–	–	0.06%	217
2018 Q3	$159M	Sell	3,365,160 -1	-0%	-$47	0.05%	249
2018 Q2	$154M	Buy	3,365,161 +161	+0%	+$7.21K	0.04%	263
2018 Q1	$153M	Sell	3,365,000 -250,000	-7%	-$11.1M	0.04%	258
2017 Q4	$174M	Hold	3,615,000	–	–	0.05%	241
2017 Q3	$171M	Hold	3,615,000	–	–	0.05%	241
2017 Q2	$166M	Hold	3,615,000	–	–	0.05%	247
2017 Q1	$161M	Hold	3,615,000	–	–	0.05%	250
2016 Q4	$147M	Hold	3,615,000	–	–	0.05%	253
2016 Q3	$149M	Hold	3,615,000	–	–	0.05%	249
2016 Q2	$162M	Hold	3,615,000	–	–	0.06%	238
2016 Q1	$151M	Hold	3,615,000	–	–	0.05%	254
2015 Q4	$130M	Hold	3,615,000	–	–	0.04%	262
2015 Q3	$128M	Hold	3,615,000	–	–	0.05%	266
2015 Q2	$116M	Hold	3,615,000	–	–	0.04%	288
2015 Q1	$126M	Sell	3,615,000 -5,516,000	-60%	-$197M	0.04%	279
2014 Q4	$328M	Hold	9,131,000	–	–	0.11%	192
2014 Q3	$278M	Hold	9,131,000	–	–	0.1%	199
2014 Q2	$294M	Hold	9,131,000	–	–	0.1%	187
2014 Q1	$277M	Hold	9,131,000	–	–	0.1%	189
2013 Q4	$255M	Hold	9,131,000	–	–	0.09%	193
2013 Q3	$252M	Hold	9,131,000	–	–	0.1%	192
2013 Q2	$259M	Buy	+9,131,000	New	+$273M	0.11%	177

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Capital Research Global Investors's XEL Position: Q2 2026 in Review

Capital Research Global Investors increased its Xcel Energy (XEL) stake by 7.5% in Q2 2026, buying an estimated $163M and bringing the position to 29,301,965 shares worth $2.35B. The position accounts for 0.33% of the portfolio, ranked #63.

Capital Research Global Investors first reported a position in XEL in Q2 2013 and has held it in 53 quarters since. 1,060 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Capital Research Global Investors held 29,301,965 shares of Xcel Energy worth $2.35B as of Q2 2026.
Capital Research Global Investors bought 2,043,441 Xcel Energy shares in Q2 2026, an estimated $163M.
Xcel Energy made up 0.33% of Capital Research Global Investors's portfolio in Q2 2026, its #63 holding.
Capital Research Global Investors first reported a position in Xcel Energy in Q2 2013 and has held it in 53 quarters since.
1,060 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Capital Research Global Investors's 13F filing for Q2 2026, filed 12 Aug 2026.