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Covalis Capital’s Xcel Energy XEL Stock Holding History

Covalis Capital’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 		$31.8M Buy
+400,817
New +$31.4M 1.96% 13
2025
Q4 		– Sell
-368,943
Closed -$29.8M – 99
2025
Q3 		$29.8M Buy
+368,943
New +$26.7M 3.47% 5
2024
Q2 		– Sell
-302,418
Closed -$16.3M – 88
2024
Q1 		$16.3M Buy
+302,418
New +$17.3M 2.01% 11
2023
Q4 		– Sell
-166,778
Closed -$9.54M – 79
2023
Q3 		$9.54M Buy
+166,778
New +$10M 1.69% 21
2021
Q4 		– Sell
-245,012
Closed -$15.3M – 103
2021
Q3 		$15.3M Buy
+245,012
New +$16.6M 3.54% 7

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

Covalis Capital's XEL Position: Q1 2026 in Review

Covalis Capital opened a new position in Xcel Energy (XEL) in Q1 2026: 400,817 shares worth $31.8M. The stake represents 1.96% of the portfolio and ranks #13 among its holdings. This is a return to the name: Covalis Capital previously reported a position in XEL as recently as Q3 2025.

Covalis Capital first reported a position in XEL in Q3 2021 and has held it in 5 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Covalis Capital held 400,817 shares of Xcel Energy worth $31.8M as of Q1 2026.
  • Xcel Energy was a new Covalis Capital position in Q1 2026.
  • Xcel Energy made up 1.96% of Covalis Capital's portfolio in Q1 2026, its #13 holding.
  • Covalis Capital first reported a position in Xcel Energy in Q3 2021 and has held it in 5 quarters since.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Covalis Capital's 13F filing for Q1 2026, filed 15 May 2026.