Dmitry Balyasny’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 | $83.2M | Sell |
1,035,575
-184,838
| -15% | -$14.8M | 0.1% | 227 |
|
|
2026
Q1 | $96.9M | Buy |
1,220,413
+425,609
| +54% | +$33.4M | 0.13% | 172 |
|
|
2025
Q4 | $58.7M | Sell |
794,804
-145,156
| -15% | -$11.4M | 0.07% | 305 |
|
|
2025
Q3 | $75.8M | Sell |
939,960
-776,391
| -45% | -$56.2M | 0.1% | 239 |
|
|
2025
Q2 | $117M | Buy |
1,716,351
+1,645,571
| +2,325% | +$114M | 0.18% | 122 |
|
|
2025
Q1 | $5.01M | Buy |
+70,780
| New | +$4.82M | 0.01% | 1240 |
|
|
2024
Q4 | – | Sell |
-196,179
| Closed | -$12.8M | – | 3335 |
|
|
2024
Q3 | $12.8M | Sell |
196,179
-6,721
| -3% | -$399K | 0.02% | 833 |
|
|
2024
Q2 | $10.8M | Sell |
202,900
-775,859
| -79% | -$42.2M | 0.02% | 849 |
|
|
2024
Q1 | $52.6M | Buy |
978,759
+933,665
| +2,070% | +$53.3M | 0.09% | 287 |
|
|
2023
Q4 | $2.79M | Sell |
45,094
-1,545,436
| -97% | -$92.7M | 0.01% | 1344 |
|
|
2023
Q3 | $91M | Buy |
1,590,530
+1,574,257
| +9,674% | +$94.6M | 0.19% | 116 |
|
|
2023
Q2 | $1.01M | Buy |
+16,273
| New | +$1.09M | ﹤0.01% | 1618 |
|
|
2023
Q1 | – | Sell |
-956,700
| Closed | -$67.1M | – | 3220 |
|
|
2022
Q4 | $67.1M | Buy |
956,700
+738,057
| +338% | +$49.1M | 0.18% | 134 |
|
|
2022
Q3 | $14M | Sell |
218,643
-21,876
| -9% | -$1.59M | 0.04% | 550 |
|
|
2022
Q2 | $17M | Buy |
240,519
+114,339
| +91% | +$8.32M | 0.06% | 476 |
|
|
2022
Q1 | $9.11M | Buy |
126,180
+45,518
| +56% | +$3.13M | 0.03% | 729 |
|
|
2021
Q4 | $5.46M | Buy |
+80,662
| New | +$5.26M | 0.02% | 823 |
|
|
2021
Q3 | – | Sell |
-168,445
| Closed | -$11.1M | – | 2483 |
|
|
2021
Q2 | $11.1M | Buy |
168,445
+151,745
| +909% | +$10.6M | 0.05% | 477 |
|
|
2021
Q1 | $1.11M | Buy |
+16,700
| New | +$1.06M | 0.01% | 1208 |
|
|
2020
Q4 | – | Sell |
-191,414
| Closed | -$13.2M | – | 1759 |
|
|
2020
Q3 | $13.2M | Buy |
191,414
+148,450
| +346% | +$10.1M | 0.1% | 308 |
|
|
2020
Q2 | $2.69M | Buy |
+42,964
| New | +$2.71M | 0.02% | 660 |
|
|
2019
Q4 | – | Sell |
-428,140
| Closed | -$27.8M | – | 1541 |
|
|
2019
Q3 | $27.8M | Buy |
428,140
+325,792
| +318% | +$20.3M | 0.19% | 156 |
|
|
2019
Q2 | $6.09M | Sell |
102,348
-141,815
| -58% | -$8.15M | 0.04% | 537 |
|
|
2019
Q1 | $13.7M | Sell |
244,163
-471,676
| -66% | -$25.1M | 0.09% | 313 |
|
|
2018
Q4 | $35.3M | Buy |
715,839
+639,078
| +833% | +$32M | 0.25% | 105 |
|
|
2018
Q3 | $3.62M | Buy |
76,761
+71,903
| +1,480% | +$3.39M | 0.02% | 813 |
|
|
2018
Q2 | $222K | Sell |
4,858
-125,902
| -96% | -$5.64M | ﹤0.01% | 1614 |
|
|
2018
Q1 | $5.95M | Buy |
130,760
+108,914
| +499% | +$4.85M | 0.02% | 665 |
|
|
2017
Q4 | $1.05M | Buy |
+21,846
| New | +$1.08M | ﹤0.01% | 1316 |
|
|
2017
Q3 | – | Sell |
-33,572
| Closed | -$1.54M | – | 2120 |
|
|
2017
Q2 | $1.54M | Sell |
33,572
-16,746
| -33% | -$771K | 0.01% | 994 |
|
|
2017
Q1 | $2.24M | Buy |
50,318
+12,455
| +33% | +$528K | 0.01% | 888 |
|
|
2016
Q4 | $1.54M | Buy |
+37,863
| New | +$1.51M | 0.01% | 930 |
|
Other funds holding XEL
Dmitry Balyasny's XEL Position: Q2 2026 in Review
Dmitry Balyasny reduced its Xcel Energy (XEL) stake by 15% in Q2 2026, selling an estimated $14.8M and leaving 1,035,575 shares worth $83.2M. The position accounts for 0.1% of the portfolio, ranked #227.
Dmitry Balyasny first reported a position in XEL in Q4 2016 and has held it in 32 quarters since. The position peaked at $117M in Q2 2025. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- Dmitry Balyasny held 1,035,575 shares of Xcel Energy worth $83.2M as of Q2 2026.
- Dmitry Balyasny sold 184,838 Xcel Energy shares in Q2 2026, an estimated $14.8M.
- Xcel Energy made up 0.1% of Dmitry Balyasny's portfolio in Q2 2026, its #227 holding.
- Dmitry Balyasny first reported a position in Xcel Energy in Q4 2016 and has held it in 32 quarters since.
- Dmitry Balyasny's Xcel Energy position peaked at $117M in Q2 2025.
- 1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.