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XEL icon

Choreo LLC’s Xcel Energy XEL Stock Holding History

Choreo LLC’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 		$1.45M Sell
18,077
-1,236
-6% -$98.7K 0.02% 508
2026
Q1 		$1.55M Buy
19,313
+447
+2% +$35.1K 0.02% 472
2025
Q4 		$1.4M Sell
18,866
-1,055
-5% -$83.2K 0.02% 477
2025
Q3 		$1.62M Sell
19,921
-3,630
-15% -$263K 0.02% 428
2025
Q2 		$1.62M Buy
23,551
+893
+4% +$61.9K 0.02% 426
2025
Q1 		$1.62M Sell
22,658
-1,029
-4% -$70K 0.03% 392
2024
Q4 		$1.6M Buy
23,687
+1,258
+6% +$84.4K 0.02% 421
2024
Q3 		$1.47M Sell
22,429
-130
-0.6% -$7.71K 0.02% 444
2024
Q2 		$1.18M Buy
22,559
+17,512
+347% +$953K 0.02% 471
2024
Q1 		$271K Buy
5,047
+37
+0.7% +$2.11K 0.01% 560
2023
Q4 		$310K Buy
5,010
+459
+10% +$27.5K 0.01% 486
2023
Q3 		$260K Buy
4,551
+58
+1% +$3.49K 0.01% 396
2023
Q2 		$282K Buy
4,493
+49
+1% +$3.27K 0.01% 380
2023
Q1 		$300K Sell
4,444
-50
-1% -$3.37K 0.01% 386
2022
Q4 		$315K Buy
4,494
+670
+18% +$44.6K 0.02% 184
2022
Q3 		$245K Sell
3,824
-10,495
-73% -$764K 0.01% 182
2022
Q2 		$1.01M Buy
14,319
+1,989
+16% +$145K 0.06% 85
2022
Q1 		$890K Buy
+12,330
New +$847K 0.05% 106
2018
Q4 		– Sell
-13,518
Closed -$643K – 216
2018
Q3 		$643K Hold
13,518
– – 0.08% 110
2018
Q2 		$623K Buy
+13,518
New +$605K 0.08% 120

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

Choreo LLC's XEL Position: Q2 2026 in Review

Choreo LLC reduced its Xcel Energy (XEL) stake by 6.4% in Q2 2026, selling an estimated $98.7K and leaving 18,077 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #508.

Choreo LLC first reported a position in XEL in Q2 2018 and has held it in 20 quarters since. The position peaked at $1.62M in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Choreo LLC held 18,077 shares of Xcel Energy worth $1.45M as of Q2 2026.
  • Choreo LLC sold 1,236 Xcel Energy shares in Q2 2026, an estimated $98.7K.
  • Xcel Energy made up 0.02% of Choreo LLC's portfolio in Q2 2026, its #508 holding.
  • Choreo LLC first reported a position in Xcel Energy in Q2 2018 and has held it in 20 quarters since.
  • Choreo LLC's Xcel Energy position peaked at $1.62M in Q3 2025.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.