Daiwa Securities Group
XEL icon

Daiwa Securities Group’s Xcel Energy XEL Stock Holding History

Daiwa Securities Group’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 		$18.5M Sell
229,787
-25,027
-10% -$2M 0.04% 262
2026
Q1 		$20.2M Buy
254,814
+8,359
+3% +$656K 0.06% 191
2025
Q4 		$18.2M Buy
246,455
+14,782
+6% +$1.17M 0.06% 196
2025
Q3 		$18.7M Buy
231,673
+38,191
+20% +$2.76M 0.06% 182
2025
Q2 		$13.2M Buy
193,482
+69,505
+56% +$4.82M 0.05% 223
2025
Q1 		$8.78M Buy
123,977
+4,742
+4% +$323K 0.04% 266
2024
Q4 		$8.05M Buy
119,235
+7,178
+6% +$481K 0.04% 279
2024
Q3 		$7.32M Buy
112,057
+49
+0% +$2.91K 0.03% 296
2024
Q2 		$5.98M Buy
112,008
+11,039
+11% +$601K 0.03% 299
2024
Q1 		$5.43M Buy
100,969
+20,068
+25% +$1.15M 0.03% 306
2023
Q4 		$5.01M Buy
80,901
+7,652
+10% +$459K 0.03% 301
2023
Q3 		$4.19M Buy
73,249
+8,354
+13% +$502K 0.03% 323
2023
Q2 		$4.04M Sell
64,895
-2,523
-4% -$168K 0.03% 319
2023
Q1 		$4.55M Buy
67,418
+1,193
+2% +$80.5K 0.03% 291
2022
Q4 		$4.64M Buy
66,225
+2,967
+5% +$197K 0.04% 274
2022
Q3 		$4.05M Buy
63,258
+8,702
+16% +$633K 0.03% 287
2022
Q2 		$3.86M Buy
54,556
+3,252
+6% +$237K 0.03% 301
2022
Q1 		$3.7M Buy
51,304
+4,498
+10% +$309K 0.02% 345
2021
Q4 		$3.17M Buy
46,806
+3,345
+8% +$218K 0.02% 385
2021
Q3 		$2.72M Buy
43,461
+3,536
+9% +$239K 0.02% 397
2021
Q2 		$2.63M Buy
39,925
+2,727
+7% +$190K 0.02% 386
2021
Q1 		$2.47M Buy
37,198
+3,342
+10% +$211K 0.02% 358
2020
Q4 		$2.26M Buy
33,856
+3,651
+12% +$254K 0.02% 360
2020
Q3 		$2.08M Buy
30,205
+4,481
+17% +$306K 0.02% 332
2020
Q2 		$1.55M Hold
25,724
– – 0.03% 273
2020
Q1 		$1.55M Buy
25,724
+916
+4% +$59.7K 0.02% 370
2019
Q4 		$1.57M Sell
24,808
-800
-3% -$50K 0.01% 410
2019
Q3 		$1.66M Buy
25,608
+2,788
+12% +$174K 0.01% 381
2019
Q2 		$1.36M Buy
22,820
+650
+3% +$37.4K 0.01% 424
2019
Q1 		$1.25M Sell
22,170
-746
-3% -$39.7K 0.01% 437
2018
Q4 		$1.13M Buy
22,916
+1,356
+6% +$68K 0.01% 426
2018
Q3 		$1.02M Buy
21,560
+1,714
+9% +$80.9K 0.01% 497
2018
Q2 		$906K Hold
19,846
– – 0.01% 504
2018
Q1 		$903K Buy
19,846
+4,914
+33% +$219K 0.01% 512
2017
Q4 		$718K Sell
14,932
-7,216
-33% -$358K 0.01% 548
2017
Q3 		$1.05M Sell
22,148
-102
-0.5% -$4.89K 0.01% 451
2017
Q2 		$1.02M Sell
22,250
-13,400
-38% -$617K 0.01% 443
2017
Q1 		$1.58M Sell
35,650
-6,550
-16% -$278K 0.01% 375
2016
Q4 		$1.72M Sell
42,200
-32,100
-43% -$1.28M 0.01% 304
2016
Q3 		$3.06M Buy
74,300
+4,400
+6% +$188K 0.02% 233
2016
Q2 		$3.13M Buy
69,900
+58,100
+492% +$2.4M 0.02% 228
2016
Q1 		$493K Buy
11,800
+500
+4% +$19.5K ﹤0.01% 487
2015
Q4 		$406K Hold
11,300
– – ﹤0.01% 519
2015
Q3 		$400K Hold
11,300
– – ﹤0.01% 530
2015
Q2 		$364K Sell
11,300
-24,800
-69% -$834K ﹤0.01% 590
2015
Q1 		$1.26M Buy
36,100
+23,700
+191% +$847K 0.01% 308
2014
Q4 		$445K Sell
12,400
-1,100
-8% -$36.9K ﹤0.01% 450
2014
Q3 		$410K Hold
13,500
– – ﹤0.01% 444
2014
Q2 		$435K Hold
13,500
– – ﹤0.01% 434
2014
Q1 		$410K Sell
13,500
-700
-5% -$20.4K ﹤0.01% 440
2013
Q4 		$397K Sell
14,200
-5,200
-27% -$147K ﹤0.01% 454
2013
Q3 		$536K Sell
19,400
-3,700
-16% -$106K ﹤0.01% 365
2013
Q2 		$655K Buy
+23,100
New +$690K 0.01% 355

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Daiwa Securities Group's XEL Position: Q2 2026 in Review

Daiwa Securities Group reduced its Xcel Energy (XEL) stake by 9.8% in Q2 2026, selling an estimated $2M and leaving 229,787 shares worth $18.5M. The position accounts for 0.04% of the portfolio, ranked #262.

Daiwa Securities Group first reported a position in XEL in Q2 2013 and has held it in 53 quarters since. The position peaked at $20.2M in Q1 2026. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Daiwa Securities Group held 229,787 shares of Xcel Energy worth $18.5M as of Q2 2026.
  • Daiwa Securities Group sold 25,027 Xcel Energy shares in Q2 2026, an estimated $2M.
  • Xcel Energy made up 0.04% of Daiwa Securities Group's portfolio in Q2 2026, its #262 holding.
  • Daiwa Securities Group first reported a position in Xcel Energy in Q2 2013 and has held it in 53 quarters since.
  • Daiwa Securities Group's Xcel Energy position peaked at $20.2M in Q1 2026.
  • 1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Daiwa Securities Group's 13F filing for Q2 2026, filed 31 Jul 2026.