Catalyst Funds Management’s Xcel Energy XEL Stock Holding History

Catalyst Funds Management’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	–	Sell	-3,600	Closed	-$286K	–	910
2026 Q1	$286K	Buy	+3,600	New	+$282K	0.05%	366
2024 Q4	–	Sell	-3,700	Closed	-$242K	–	1298
2024 Q3	$242K	Sell	3,700 -14,500	-80%	-$860K	0.05%	240
2024 Q2	$972K	Buy	+18,200	New	+$990K	0.26%	62

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 $3.37T AUM 44.26% 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

Catalyst Funds Management's XEL Position: Q2 2026 in Review

Catalyst Funds Management sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 3,600 shares — an estimated $286K sold.

Catalyst Funds Management first reported a position in XEL in Q2 2024 and held it in 3 quarters. The position peaked at $972K in Q2 2024. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Catalyst Funds Management reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
Catalyst Funds Management sold 3,600 Xcel Energy shares in Q2 2026, an estimated $286K.
Catalyst Funds Management first reported a position in Xcel Energy in Q2 2024 and held it in 3 quarters.
Catalyst Funds Management's Xcel Energy position peaked at $972K in Q2 2024.
1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.