EF
XEL icon

Empowered Funds’s Xcel Energy XEL Stock Holding History

Empowered Funds’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 		$2.56M Buy
31,850
+1,782
+6% +$142K 0.01% 1056
2026
Q1 		$2.39M Buy
30,068
+13,804
+85% +$1.08M 0.02% 1005
2025
Q4 		$1.2M Sell
16,264
-5,147
-24% -$406K 0.02% 611
2025
Q3 		$1.73M Buy
21,411
+6,146
+40% +$445K 0.02% 985
2025
Q2 		$1.04M Buy
15,265
+1,455
+11% +$101K 0.01% 1053
2025
Q1 		$978K Buy
13,810
+3,242
+31% +$221K 0.01% 1005
2024
Q4 		$714K Buy
10,568
+1,064
+11% +$71.4K 0.01% 1063
2024
Q3 		$621K Sell
9,504
-35,483
-79% -$2.1M 0.01% 1043
2024
Q2 		$2.4M Buy
44,987
+19,176
+74% +$1.04M 0.04% 555
2024
Q1 		$1.39M Buy
25,811
+7,394
+40% +$422K 0.03% 734
2023
Q4 		$1.14M Sell
18,417
-4,383
-19% -$263K 0.03% 718
2023
Q3 		$1.3M Buy
22,800
+18,320
+409% +$1.1M 0.04% 580
2023
Q2 		$279K Buy
+4,480
New +$299K 0.01% 987

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

Empowered Funds's XEL Position: Q2 2026 in Review

Empowered Funds increased its Xcel Energy (XEL) stake by 5.9% in Q2 2026, buying an estimated $142K and bringing the position to 31,850 shares worth $2.56M. The position accounts for 0.01% of the portfolio, ranked #1056.

Empowered Funds first reported a position in XEL in Q2 2023 and has held it in 13 quarters since. 1,285 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Empowered Funds held 31,850 shares of Xcel Energy worth $2.56M as of Q2 2026.
  • Empowered Funds bought 1,782 Xcel Energy shares in Q2 2026, an estimated $142K.
  • Xcel Energy made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1056 holding.
  • Empowered Funds first reported a position in Xcel Energy in Q2 2023 and has held it in 13 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.