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Dorato Capital Management’s Xcel Energy XEL Stock Holding History

Dorato Capital 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 		$89K Hold
1,112
– – 0.06% 147
2026
Q1 		$90.6K Hold
1,112
– – 0.07% 143
2025
Q4 		$84.7K Buy
+1,112
New +$87.7K 0.06% 145

Other funds holding XEL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Dorato Capital Management's XEL Position: Q2 2026 in Review

Dorato Capital Management held its Xcel Energy (XEL) position steady in Q2 2026 at 1,112 shares worth $89K. The position accounts for 0.06% of the portfolio, ranked #147.

Dorato Capital Management first reported a position in XEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $90.6K in Q1 2026. 709 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Dorato Capital Management held 1,112 shares of Xcel Energy worth $89K as of Q2 2026.
  • Dorato Capital Management left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.06% of Dorato Capital Management's portfolio in Q2 2026, its #147 holding.
  • Dorato Capital Management first reported a position in Xcel Energy in Q4 2025 and has held it in 3 quarters since.
  • Dorato Capital Management's Xcel Energy position peaked at $90.6K in Q1 2026.
  • 709 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.