EF
XEL icon

Empirical Finance’s Xcel Energy XEL Stock Holding History

Empirical Finance’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 		$1.55M Buy
19,307
+709
+4% +$56.6K 0.06% 237
2026
Q1 		$1.48M Sell
18,598
-3
-0% -$235 0.07% 236
2025
Q4 		$1.37M Sell
18,601
-805
-4% -$63.5K 0.07% 233
2025
Q3 		$1.57M Buy
19,406
+210
+1% +$15.2K 0.07% 225
2025
Q2 		$1.31M Buy
19,196
+140
+0.7% +$9.71K 0.07% 247
2025
Q1 		$1.35M Buy
19,056
+478
+3% +$32.5K 0.08% 226
2024
Q4 		$1.25M Sell
18,578
-224
-1% -$15K 0.07% 225
2024
Q3 		$1.23M Buy
18,802
+407
+2% +$24.1K 0.07% 245
2024
Q2 		$982K Sell
18,395
-1,183
-6% -$64.4K 0.06% 270
2024
Q1 		$1.05M Buy
19,578
+668
+4% +$38.1K 0.06% 272
2023
Q4 		$1.17M Buy
18,910
+153
+0.8% +$9.18K 0.08% 231
2023
Q3 		$1.07M Buy
18,757
+1,815
+11% +$109K 0.08% 231
2023
Q2 		$1.05M Buy
16,942
+1,995
+13% +$133K 0.08% 227
2023
Q1 		$1.01M Buy
14,947
+789
+6% +$53.2K 0.09% 207
2022
Q4 		$993K Buy
14,158
+1,136
+9% +$75.6K 0.1% 199
2022
Q3 		$833K Buy
13,022
+2,186
+20% +$159K 0.1% 193
2022
Q2 		$767K Buy
10,836
+588
+6% +$42.8K 0.1% 193
2022
Q1 		$740K Buy
10,248
+1,149
+13% +$79K 0.08% 227
2021
Q4 		$616K Buy
9,099
+2,482
+38% +$162K 0.07% 248
2021
Q3 		$414K Buy
6,617
+388
+6% +$26.2K 0.06% 292
2021
Q2 		$410K Buy
6,229
+952
+18% +$66.3K 0.07% 276
2021
Q1 		$352K Hold
5,277
– – 0.06% 242
2020
Q4 		$352K Buy
5,277
+933
+21% +$65K 0.06% 242
2020
Q3 		$300K Buy
4,344
+904
+26% +$61.7K 0.06% 221
2020
Q2 		$215K Buy
+3,440
New +$217K 0.06% 227
2017
Q1 		– Sell
-219
Closed -$9K – 585
2016
Q4 		$9K Buy
+219
New +$8.76K 0.01% 414

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

Empirical Finance's XEL Position: Q2 2026 in Review

Empirical Finance increased its Xcel Energy (XEL) stake by 3.8% in Q2 2026, buying an estimated $56.6K and bringing the position to 19,307 shares worth $1.55M. The position accounts for 0.06% of the portfolio, ranked #237.

Empirical Finance first reported a position in XEL in Q4 2016 and has held it in 26 quarters since. The position peaked at $1.57M in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Empirical Finance held 19,307 shares of Xcel Energy worth $1.55M as of Q2 2026.
  • Empirical Finance bought 709 Xcel Energy shares in Q2 2026, an estimated $56.6K.
  • Xcel Energy made up 0.06% of Empirical Finance's portfolio in Q2 2026, its #237 holding.
  • Empirical Finance first reported a position in Xcel Energy in Q4 2016 and has held it in 26 quarters since.
  • Empirical Finance's Xcel Energy position peaked at $1.57M in Q3 2025.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.