EPIQ Partners
XEL icon

EPIQ Partners’s Xcel Energy XEL Stock Holding History

EPIQ 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
Q3 		$1.95M Sell
27,736
-139
-0.5% -$10.7K 0.84% 31
2026
Q2 		$2.24M Hold
27,875
– – 0.95% 31
2026
Q1 		$2.21M Buy
27,875
+1
+0% +$78 1.03% 29
2025
Q4 		$2.06M Hold
27,874
– – 0.96% 29
2025
Q3 		$2.25M Buy
27,874
+1
+0% +$72 1.06% 29
2025
Q2 		$1.9M Hold
27,873
– – 0.97% 31
2025
Q1 		$1.97M Sell
27,873
-999
-3% -$68K 1.04% 31
2024
Q4 		$1.95M Hold
28,872
– – 1.05% 31
2024
Q3 		$1.89M Buy
28,872
+1
+0% +$59 1.04% 28
2024
Q2 		$1.54M Sell
28,871
-201
-0.7% -$10.9K 1.04% 30
2024
Q1 		$1.56M Buy
29,072
+202
+0.7% +$11.5K 1.04% 30
2023
Q4 		$1.79M Sell
28,870
-2,299
-7% -$138K 1.28% 28
2023
Q3 		$1.78M Sell
31,169
-1,050
-3% -$63.1K 1.35% 25
2023
Q2 		$2M Buy
32,219
+1
+0% +$67 1.36% 25
2023
Q1 		$2.17M Sell
32,218
-300
-0.9% -$20.2K 1.5% 26
2022
Q4 		$2.28M Buy
32,518
+1
+0% +$67 1.52% 27
2022
Q3 		$2.08M Hold
32,517
– – 1.29% 31
2022
Q2 		$2.3M Buy
32,517
+1
+0% +$73 1.41% 29
2022
Q1 		$2.35M Hold
32,516
– – 1.26% 32
2021
Q4 		$2.2M Buy
32,516
+10
+0% +$652 1.17% 35
2021
Q3 		$2.03M Buy
32,506
+4,050
+14% +$274K 0.94% 41
2021
Q2 		$1.88M Hold
28,456
– – 0.94% 39
2021
Q1 		$1.89M Sell
28,456
-418
-1% -$26.4K 1.08% 35
2020
Q4 		$1.92M Hold
28,874
– – 1.34% 30
2020
Q3 		$2.06M Hold
28,874
– – 1.56% 24
2020
Q2 		$1.8M Hold
28,874
– – 1.65% 23
2020
Q1 		$1.74M Hold
28,874
– – 1.93% 19
2019
Q4 		$1.83M Buy
+28,874
New +$1.81M 1.86% 24

Other funds holding XEL

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

EPIQ Partners's XEL Position: Q3 2026 in Review

EPIQ Partners reduced its Xcel Energy (XEL) stake by 0.5% in Q3 2026, selling an estimated $10.7K and leaving 27,736 shares worth $1.95M. The position accounts for 0.84% of the portfolio, ranked #31.

EPIQ Partners first reported a position in XEL in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.35M in Q1 2022. 352 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • EPIQ Partners held 27,736 shares of Xcel Energy worth $1.95M as of Q3 2026.
  • EPIQ Partners sold 139 Xcel Energy shares in Q3 2026, an estimated $10.7K.
  • Xcel Energy made up 0.84% of EPIQ Partners's portfolio in Q3 2026, its #31 holding.
  • EPIQ Partners first reported a position in Xcel Energy in Q4 2019 and has held it in 28 quarters since.
  • EPIQ Partners's Xcel Energy position peaked at $2.35M in Q1 2022.
  • 352 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on EPIQ Partners's 13F filing for Q3 2026, filed 7 Oct 2026.