EFM
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E Fund Management’s Xcel Energy XEL Stock Holding History

E Fund 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 		$1.93M Buy
24,032
+1,677
+8% +$134K 0.04% 158
2026
Q1 		$1.78M Buy
+22,355
New +$1.75M 0.05% 162
2025
Q2 		$1.02M Sell
14,975
-1,354
-8% -$93.9K 0.05% 169
2025
Q1 		$1.16M Buy
16,329
+8,132
+99% +$554K 0.06% 158
2024
Q4 		$553K Buy
8,197
+2,161
+36% +$145K 0.03% 213
2024
Q3 		$394K Buy
6,036
+451
+8% +$26.8K 0.02% 223
2024
Q2 		$298K Buy
5,585
+106
+2% +$5.77K 0.02% 233
2024
Q1 		$294K Sell
5,479
-15
-0.3% -$857 0.02% 276
2023
Q4 		$340K Sell
5,494
-571
-9% -$34.3K 0.02% 216
2023
Q3 		$347K Buy
6,065
+903
+17% +$54.3K 0.03% 192
2023
Q2 		$321K Sell
5,162
-755
-13% -$50.4K 0.03% 209
2023
Q1 		$399K Sell
5,917
-364
-6% -$24.6K 0.03% 167
2022
Q4 		$440K Sell
6,281
-260
-4% -$17.3K 0.04% 160
2022
Q3 		$419K Buy
6,541
+258
+4% +$18.8K 0.04% 170
2022
Q2 		$445K Buy
6,283
+163
+3% +$11.9K 0.04% 165
2022
Q1 		$442K Sell
6,120
-122
-2% -$8.38K 0.01% 138
2021
Q4 		$423K Hold
6,242
– – 0.01% 180
2021
Q3 		$393K Buy
+6,242
New +$422K 0.02% 166
2021
Q1 		$424K Buy
+6,370
New +$403K 0.03% 148

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

E Fund Management's XEL Position: Q2 2026 in Review

E Fund Management increased its Xcel Energy (XEL) stake by 7.5% in Q2 2026, buying an estimated $134K and bringing the position to 24,032 shares worth $1.93M. The position accounts for 0.04% of the portfolio, ranked #158.

E Fund Management first reported a position in XEL in Q1 2021 and has held it in 19 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • E Fund Management held 24,032 shares of Xcel Energy worth $1.93M as of Q2 2026.
  • E Fund Management bought 1,677 Xcel Energy shares in Q2 2026, an estimated $134K.
  • Xcel Energy made up 0.04% of E Fund Management's portfolio in Q2 2026, its #158 holding.
  • E Fund Management first reported a position in Xcel Energy in Q1 2021 and has held it in 19 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on E Fund Management's 13F filing for Q2 2026, filed 11 Aug 2026.