Citigroup’s Xcel Energy XEL Stock Holding History

Citigroup’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
2022 Q4	–	Sell	-17,400	Closed	-$1.11M	–	5983
2022 Q3	$1.11M	Buy	+17,400	New	+$1.27M	﹤0.01%	2632
2019 Q2	–	Sell	-267,800	Closed	-$15.1M	–	7872
2019 Q1	$15.1M	Buy	+267,800	New	+$14.2M	0.01%	1010
2018 Q4	–	Sell	-39,100	Closed	-$1.85M	–	7853
2018 Q3	$1.85M	Buy	+39,100	New	+$1.85M	﹤0.01%	2821
2018 Q2	–	Sell	-115,000	Closed	-$5.23M	–	7756
2018 Q1	$5.23M	Buy	+115,000	New	+$5.12M	﹤0.01%	1712

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

Citigroup's XEL Position: Q2 2026 in Review

Citigroup increased its Xcel Energy (XEL) stake by 69% in Q2 2026, buying an estimated $47.1M and bringing the position to 1,446,471 shares worth $116M. The position accounts for 0.04% of the portfolio, ranked #423.

Citigroup first reported a position in XEL in Q2 2013 and has held it in 53 quarters since. The position peaked at $163M in Q3 2025. 1,290 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Citigroup held 1,446,471 shares of Xcel Energy worth $116M as of Q2 2026.
Citigroup bought 590,129 Xcel Energy shares in Q2 2026, an estimated $47.1M.
Xcel Energy made up 0.04% of Citigroup's portfolio in Q2 2026, its #423 holding.
Citigroup first reported a position in Xcel Energy in Q2 2013 and has held it in 53 quarters since.
Citigroup's Xcel Energy position peaked at $163M in Q3 2025.
1,290 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.