Contravisory Investment Management’s Xcel Energy XEL Stock Holding History

Contravisory Investment 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	$7.53M	Sell	93,819 -692	-0.7%	-$55.2K	1.33%	34
2026 Q1	$7.51M	Sell	94,511 -3,920	-4%	-$307K	1.54%	35
2025 Q4	$7.27M	Sell	98,431 -2,984	-3%	-$235K	1.44%	35
2025 Q3	$8.18M	Sell	101,415 -4,297	-4%	-$311K	1.58%	27
2025 Q2	$7.2M	Buy	105,712 +541	+0.5%	+$37.5K	1.42%	34
2025 Q1	$7.45M	Buy	+105,171	New	+$7.16M	1.57%	32
2021 Q2	–	Sell	-3,624	Closed	-$241K	–	299
2021 Q1	$241K	Sell	3,624 -639	-15%	-$40.4K	0.08%	156
2020 Q4	$284K	Sell	4,263 -380	-8%	-$26.5K	0.09%	130
2020 Q3	$320K	Buy	4,643 +453	+11%	+$30.9K	0.11%	105
2020 Q2	$267K	Buy	+4,190	New	+$264K	0.1%	123

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

Contravisory Investment Management's XEL Position: Q2 2026 in Review

Contravisory Investment Management reduced its Xcel Energy (XEL) stake by 0.73% in Q2 2026, selling an estimated $55.2K and leaving 93,819 shares worth $7.53M. The position accounts for 1.33% of the portfolio, ranked #34.

Contravisory Investment Management first reported a position in XEL in Q2 2020 and has held it in 10 quarters since. The position peaked at $8.18M in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Contravisory Investment Management held 93,819 shares of Xcel Energy worth $7.53M as of Q2 2026.
Contravisory Investment Management sold 692 Xcel Energy shares in Q2 2026, an estimated $55.2K.
Xcel Energy made up 1.33% of Contravisory Investment Management's portfolio in Q2 2026, its #34 holding.
Contravisory Investment Management first reported a position in Xcel Energy in Q2 2020 and has held it in 10 quarters since.
Contravisory Investment Management's Xcel Energy position peaked at $8.18M in Q3 2025.
1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.