Elo Mutual Pension Insurance’s Xcel Energy XEL Stock Holding History

Elo Mutual Pension Insurance’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 Q1	–	Sell	-16,197	Closed	-$1.2M	–	694
2025 Q4	$1.2M	Buy	+16,197	New	+$1.28M	0.02%	482
2023 Q2	–	Sell	-43,696	Closed	-$2.95M	–	476
2023 Q1	$2.95M	Buy	43,696 +1,352	+3%	+$91.2K	0.09%	193
2022 Q4	$2.97M	Buy	42,344 +1,437	+4%	+$95.6K	0.1%	180
2022 Q3	$2.62M	Sell	40,907 -1,990	-5%	-$145K	0.1%	183
2022 Q2	$3.04M	Buy	42,897 +531	+1%	+$38.6K	0.1%	169
2022 Q1	$3.06M	Buy	42,366 +1,493	+4%	+$103K	0.09%	202
2021 Q4	$2.77M	Buy	40,873 +3,963	+11%	+$258K	0.08%	217
2021 Q3	$2.31M	Hold	36,910	–	–	0.07%	219
2021 Q2	$2.43M	Sell	36,910 -999	-3%	-$69.5K	0.08%	213
2021 Q1	$2.52M	Buy	37,909 +558	+1%	+$35.3K	0.08%	200
2020 Q4	$2.49M	Buy	+37,351	New	+$2.6M	0.08%	184

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Elo Mutual Pension Insurance's XEL Position: Q1 2026 in Review

Elo Mutual Pension Insurance sold out of Xcel Energy (XEL) in Q1 2026, closing a stake of 16,197 shares — an estimated $1.2M sold.

Elo Mutual Pension Insurance first reported a position in XEL in Q4 2020 and held it in 11 quarters. The position peaked at $3.06M in Q1 2022. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Elo Mutual Pension Insurance reported no remaining Xcel Energy position as of Q1 2026 after selling out during the quarter.
Elo Mutual Pension Insurance sold 16,197 Xcel Energy shares in Q1 2026, an estimated $1.2M.
Elo Mutual Pension Insurance first reported a position in Xcel Energy in Q4 2020 and held it in 11 quarters.
Elo Mutual Pension Insurance's Xcel Energy position peaked at $3.06M in Q1 2022.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.