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Conning Inc’s Xcel Energy XEL Stock Holding History

Conning Inc’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
Q1 		$223K Sell
2,802
-418
-13% -$32.8K 0.01% 294
2025
Q4 		$238K Sell
3,220
-683
-17% -$53.9K 0.01% 320
2025
Q3 		$315K Sell
3,903
-421
-10% -$30.5K 0.01% 298
2025
Q2 		$294K Sell
4,324
-76
-2% -$5.27K 0.01% 297
2025
Q1 		$311K Buy
4,400
+172
+4% +$11.7K 0.01% 288
2024
Q4 		$285K Buy
4,228
+323
+8% +$21.7K 0.01% 294
2024
Q3 		$255K Hold
3,905
– – 0.01% 321
2024
Q2 		$209K Hold
3,905
– – 0.01% 336
2024
Q1 		$210K Hold
3,905
– – 0.01% 343
2023
Q4 		$242K Sell
3,905
-40
-1% -$2.4K 0.01% 315
2023
Q3 		$226K Hold
3,945
– – 0.01% 309
2023
Q2 		$245K Sell
3,945
-640
-14% -$42.7K 0.01% 315
2023
Q1 		$309K Sell
4,585
-43
-0.9% -$2.9K 0.01% 292
2022
Q4 		$324K Sell
4,628
-20
-0.4% -$1.33K 0.01% 291
2022
Q3 		$297K Sell
4,648
-1,113
-19% -$81K 0.01% 291
2022
Q2 		$408K Sell
5,761
-15
-0.3% -$1.09K 0.01% 267
2022
Q1 		$417K Buy
5,776
+445
+8% +$30.6K 0.01% 290
2021
Q4 		$361K Sell
5,331
-584
-10% -$38.1K 0.01% 320
2021
Q3 		$370K Sell
5,915
-719
-11% -$48.6K 0.01% 319
2021
Q2 		$437K Sell
6,634
-619
-9% -$43.1K 0.01% 311
2021
Q1 		$482K Sell
7,253
-570
-7% -$36K 0.01% 289
2020
Q4 		$522K Sell
7,823
-119
-1% -$8.29K 0.02% 276
2020
Q3 		$548K Buy
7,942
+130
+2% +$8.87K 0.02% 249
2020
Q2 		$488K Sell
7,812
-161
-2% -$10.1K 0.02% 257
2020
Q1 		$481K Sell
7,973
-166
-2% -$10.8K 0.02% 258
2019
Q4 		$517K Sell
8,139
-180
-2% -$11.3K 0.02% 293
2019
Q3 		$540K Sell
8,319
-210
-2% -$13.1K 0.02% 305
2019
Q2 		$507K Sell
8,529
-1,413
-14% -$81.2K 0.02% 313
2019
Q1 		$559K Sell
9,942
-60
-0.6% -$3.19K 0.02% 326
2018
Q4 		$493K Sell
10,002
-1,320
-12% -$66.2K 0.02% 332
2018
Q3 		$535K Sell
11,322
-565
-5% -$26.7K 0.02% 370
2018
Q2 		$543K Sell
11,887
-580
-5% -$26K 0.02% 381
2018
Q1 		$567K Sell
12,467
-60
-0.5% -$2.67K 0.02% 366
2017
Q4 		$603K Sell
12,527
-540
-4% -$26.8K 0.02% 367
2017
Q3 		$618K Sell
13,067
-320
-2% -$15.4K 0.02% 354
2017
Q2 		$614K Buy
13,387
+249
+2% +$11.5K 0.02% 360
2017
Q1 		$584K Sell
13,138
-249
-2% -$10.6K 0.02% 367
2016
Q4 		$545K Buy
13,387
+290
+2% +$11.6K 0.02% 372
2016
Q3 		$539K Buy
13,097
+540
+4% +$23.1K 0.02% 378
2016
Q2 		$562K Buy
12,557
+630
+5% +$26.1K 0.02% 349
2016
Q1 		$499K Sell
11,927
-11,280
-49% -$440K 0.02% 360
2015
Q4 		$833K Buy
23,207
+10,810
+87% +$386K 0.04% 283
2015
Q3 		$439K Sell
12,397
-1,330
-10% -$45.2K 0.02% 378
2015
Q2 		$442K Sell
13,727
-220
-2% -$7.4K 0.02% 409
2015
Q1 		$485K Hold
13,947
– – 0.02% 394
2014
Q4 		$501K Sell
13,947
-320
-2% -$10.7K 0.02% 382
2014
Q3 		$434K Sell
14,267
-20
-0.1% -$626 0.02% 400
2014
Q2 		$460K Sell
14,287
-720
-5% -$22.3K 0.02% 382
2014
Q1 		$456K Buy
15,007
+840
+6% +$24.5K 0.03% 384
2013
Q4 		$396K Buy
14,167
+2,580
+22% +$72.9K 0.02% 392
2013
Q3 		$320K Buy
11,587
+410
+4% +$11.7K 0.02% 379
2013
Q2 		$317K Buy
+11,177
New +$334K 0.03% 372

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Conning Inc's XEL Position: Q1 2026 in Review

Conning Inc reduced its Xcel Energy (XEL) stake by 13% in Q1 2026, selling an estimated $32.8K and leaving 2,802 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #294.

Conning Inc first reported a position in XEL in Q2 2013 and has held it in 52 quarters since. The position peaked at $833K in Q4 2015. 1,265 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Conning Inc held 2,802 shares of Xcel Energy worth $223K as of Q1 2026.
  • Conning Inc sold 418 Xcel Energy shares in Q1 2026, an estimated $32.8K.
  • Xcel Energy made up 0.01% of Conning Inc's portfolio in Q1 2026, its #294 holding.
  • Conning Inc first reported a position in Xcel Energy in Q2 2013 and has held it in 52 quarters since.
  • Conning Inc's Xcel Energy position peaked at $833K in Q4 2015.
  • 1,265 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Conning Inc's 13F filing for Q1 2026, filed 30 Apr 2026.