Dimensional Fund Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $171M | Buy |
2,126,199
+74,169
| +4% | +$5.92M | 0.03% | 779 |
|
|
2026
Q1 | $163M | Buy |
2,052,030
+61,416
| +3% | +$4.82M | 0.03% | 718 |
|
|
2025
Q4 | $147M | Sell |
1,990,614
-44,102
| -2% | -$3.48M | 0.03% | 782 |
|
|
2025
Q3 | $164M | Buy |
2,034,716
+60,374
| +3% | +$4.37M | 0.04% | 685 |
|
|
2025
Q2 | $134M | Buy |
1,974,342
+34,988
| +2% | +$2.43M | 0.03% | 787 |
|
|
2025
Q1 | $137M | Buy |
1,939,354
+22,567
| +1% | +$1.54M | 0.03% | 720 |
|
|
2024
Q4 | $129M | Buy |
1,916,787
+80,744
| +4% | +$5.42M | 0.03% | 816 |
|
|
2024
Q3 | $120M | Sell |
1,836,043
-18,290
| -1% | -$1.08M | 0.03% | 883 |
|
|
2024
Q2 | $99M | Buy |
1,854,333
+174,653
| +10% | +$9.5M | 0.03% | 968 |
|
|
2024
Q1 | $90.3M | Buy |
1,679,680
+158,068
| +10% | +$9.03M | 0.02% | 1017 |
|
|
2023
Q4 | $94.2M | Sell |
1,521,612
-10,732
| -0.7% | -$644K | 0.03% | 956 |
|
|
2023
Q3 | $87.7M | Buy |
1,532,344
+7,494
| +0.5% | +$450K | 0.03% | 915 |
|
|
2023
Q2 | $94.8M | Buy |
1,524,850
+52,842
| +4% | +$3.53M | 0.03% | 884 |
|
|
2023
Q1 | $99.3M | Buy |
+1,472,008
| New | +$99.3M | 0.03% | 807 |
|
|
2022
Q3 | $83.1M | Sell |
1,298,106
-15,928
| -1% | -$1.16M | 0.03% | 845 |
|
|
2022
Q2 | $93M | Sell |
1,314,034
-4,539
| -0.3% | -$330K | 0.03% | 785 |
|
|
2022
Q1 | $95.2M | Buy |
1,318,573
+104,140
| +9% | +$7.16M | 0.03% | 883 |
|
|
2021
Q4 | $82.2M | Buy |
1,214,433
+17,779
| +1% | +$1.16M | 0.02% | 1040 |
|
|
2021
Q3 | $74.8M | Sell |
1,196,654
-2,276
| -0.2% | -$154K | 0.02% | 1075 |
|
|
2021
Q2 | $79M | Sell |
1,198,930
-4,757
| -0.4% | -$331K | 0.03% | 1050 |
|
|
2021
Q1 | $80.1M | Sell |
1,203,687
-17,394
| -1% | -$1.1M | 0.03% | 1027 |
|
|
2020
Q4 | $81.4M | Buy |
1,221,081
+9,132
| +0.8% | +$636K | 0.03% | 951 |
|
|
2020
Q3 | $83.6M | Buy |
1,211,949
+16,599
| +1% | +$1.13M | 0.04% | 727 |
|
|
2020
Q2 | $74.7M | Sell |
1,195,350
-6,236
| -0.5% | -$393K | 0.03% | 796 |
|
|
2020
Q1 | $72.5M | Sell |
1,201,586
-28,008
| -2% | -$1.83M | 0.04% | 660 |
|
|
2019
Q4 | $78.1M | Sell |
1,229,594
-7,742
| -0.6% | -$484K | 0.03% | 970 |
|
|
2019
Q3 | $80.3M | Sell |
1,237,336
-109,697
| -8% | -$6.84M | 0.03% | 889 |
|
|
2019
Q2 | $80.1M | Buy |
1,347,033
+13,977
| +1% | +$804K | 0.03% | 908 |
|
|
2019
Q1 | $74.9M | Buy |
1,333,056
+28,892
| +2% | +$1.54M | 0.03% | 941 |
|
|
2018
Q4 | $64.3M | Buy |
1,304,164
+103,533
| +9% | +$5.19M | 0.03% | 966 |
|
|
2018
Q3 | $56.7M | Buy |
1,200,631
+108,826
| +10% | +$5.14M | 0.02% | 1333 |
|
|
2018
Q2 | $49.9M | Buy |
1,091,805
+8,302
| +0.8% | +$372K | 0.02% | 1430 |
|
|
2018
Q1 | $49.3M | Buy |
1,083,503
+7,160
| +0.7% | +$319K | 0.02% | 1364 |
|
|
2017
Q4 | $51.8M | Buy |
1,076,343
+15,802
| +1% | +$784K | 0.02% | 1321 |
|
|
2017
Q3 | $50.2M | Buy |
1,060,541
+947
| +0.1% | +$45.4K | 0.02% | 1297 |
|
|
2017
Q2 | $48.6M | Buy |
1,059,594
+12,289
| +1% | +$566K | 0.02% | 1266 |
|
|
2017
Q1 | $46.6M | Buy |
1,047,305
+14,498
| +1% | +$614K | 0.02% | 1259 |
|
|
2016
Q4 | $42M | Buy |
1,032,807
+1,623
| +0.2% | +$64.9K | 0.02% | 1323 |
|
|
2016
Q3 | $42.4M | Buy |
1,031,184
+41,925
| +4% | +$1.79M | 0.02% | 1217 |
|
|
2016
Q2 | $44.3M | Buy |
989,259
+5,333
| +0.5% | +$221K | 0.03% | 1099 |
|
|
2016
Q1 | $41.1M | Buy |
983,926
+17,345
| +2% | +$676K | 0.02% | 1142 |
|
|
2015
Q4 | $34.7M | Buy |
966,581
+34,711
| +4% | +$1.24M | 0.02% | 1244 |
|
|
2015
Q3 | $33M | Sell |
931,870
-2,848
| -0.3% | -$96.8K | 0.02% | 1232 |
|
|
2015
Q2 | $30.1M | Buy |
934,718
+137,915
| +17% | +$4.64M | 0.02% | 1429 |
|
|
2015
Q1 | $27.7M | Buy |
796,803
+110,328
| +16% | +$3.94M | 0.02% | 1462 |
|
|
2014
Q4 | $24.7M | Buy |
686,475
+34,979
| +5% | +$1.17M | 0.02% | 1516 |
|
|
2014
Q3 | $19.8M | Sell |
651,496
-9,946
| -2% | -$311K | 0.01% | 1652 |
|
|
2014
Q2 | $21.3M | Buy |
661,442
+30,942
| +5% | +$959K | 0.01% | 1599 |
|
|
2014
Q1 | $19.1M | Buy |
630,500
+8,450
| +1% | +$246K | 0.01% | 1619 |
|
|
2013
Q4 | $17.4M | Sell |
622,050
-1,520
| -0.2% | -$42.9K | 0.01% | 1688 |
|
|
2013
Q3 | $17.2M | Buy |
623,570
+61,575
| +11% | +$1.76M | 0.01% | 1601 |
|
|
2013
Q2 | $15.9M | Buy |
+561,995
| New | +$16.8M | 0.02% | 1549 |
|
Other funds holding XEL
Dimensional Fund Advisors's XEL Position: Q2 2026 in Review
Dimensional Fund Advisors increased its Xcel Energy (XEL) stake by 3.6% in Q2 2026, buying an estimated $5.92M and bringing the position to 2,126,199 shares worth $171M. The position accounts for 0.03% of the portfolio, ranked #779.
Dimensional Fund Advisors first reported a position in XEL in Q2 2013 and has held it in 52 quarters since. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- Dimensional Fund Advisors held 2,126,199 shares of Xcel Energy worth $171M as of Q2 2026.
- Dimensional Fund Advisors bought 74,169 Xcel Energy shares in Q2 2026, an estimated $5.92M.
- Xcel Energy made up 0.03% of Dimensional Fund Advisors's portfolio in Q2 2026, its #779 holding.
- Dimensional Fund Advisors first reported a position in Xcel Energy in Q2 2013 and has held it in 52 quarters since.
- 1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.