DT Investment Partners’s Xcel Energy XEL Stock Holding History

DT Investment Partners’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	$7.87K	Hold	98	–	–	﹤0.01%	412
2026 Q1	$7.79K	Hold	98	–	–	﹤0.01%	410
2025 Q4	$7.24K	Hold	98	–	–	﹤0.01%	452
2025 Q3	$7.9K	Hold	98	–	–	﹤0.01%	435
2025 Q2	$6.67K	Hold	98	–	–	﹤0.01%	438
2025 Q1	$6.94K	Hold	98	–	–	﹤0.01%	450
2024 Q4	$6.62K	Hold	98	–	–	﹤0.01%	463
2024 Q3	$6.4K	Buy	+98	New	+$5.81K	﹤0.01%	492
2024 Q1	–	Sell	-45	Closed	-$2.69K	–	479
2023 Q4	$2.69K	Hold	45	–	–	﹤0.01%	414
2023 Q3	$2.58K	Hold	45	–	–	﹤0.01%	408
2023 Q2	$2.83K	Hold	45	–	–	﹤0.01%	412
2023 Q1	$3.16K	Hold	45	–	–	﹤0.01%	406
2022 Q4	$3.15K	Hold	45	–	–	﹤0.01%	421
2022 Q3	$3K	Buy	+45	New	+$3.28K	﹤0.01%	413

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DT Investment Partners's XEL Position: Q2 2026 in Review

DT Investment Partners held its Xcel Energy (XEL) position steady in Q2 2026 at 98 shares worth $7.87K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

DT Investment Partners first reported a position in XEL in Q3 2022 and has held it in 14 quarters since. The position peaked at $7.9K in Q3 2025. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

DT Investment Partners held 98 shares of Xcel Energy worth $7.87K as of Q2 2026.
DT Investment Partners left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up ﹤0.01% of DT Investment Partners's portfolio in Q2 2026, its #412 holding.
DT Investment Partners first reported a position in Xcel Energy in Q3 2022 and has held it in 14 quarters since.
DT Investment Partners's Xcel Energy position peaked at $7.9K in Q3 2025.
1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.