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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citigroup's XEL Position: Q1 2026 in Review

Citigroup reduced its Xcel Energy (XEL) stake by 39% in Q1 2026, selling an estimated $42.5M and leaving 856,342 shares worth $68M. The position accounts for 0.03% of the portfolio, ranked #534.

Citigroup first reported a position in XEL in Q2 2013 and has held it in 52 quarters since. The position peaked at $163M in Q3 2025. 1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Citigroup held 856,342 shares of Xcel Energy worth $68M as of Q1 2026.
Citigroup sold 541,891 Xcel Energy shares in Q1 2026, an estimated $42.5M.
Xcel Energy made up 0.03% of Citigroup's portfolio in Q1 2026, its #534 holding.
Citigroup first reported a position in Xcel Energy in Q2 2013 and has held it in 52 quarters since.
Citigroup's Xcel Energy position peaked at $163M in Q3 2025.
1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.