Everence Capital Management’s Xcel Energy XEL Stock Holding History

Everence Capital 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 Q1	$716K	Hold	9,014	–	–	0.04%	296
2025 Q4	$666K	Hold	9,014	–	–	0.04%	317
2025 Q3	$727K	Hold	9,014	–	–	0.04%	300
2025 Q2	$614K	Hold	9,014	–	–	0.04%	309
2025 Q1	$638K	Sell	9,014 -720	-7%	-$49K	0.04%	305
2024 Q4	$657K	Sell	9,734 -10	-0.1%	-$671	0.04%	297
2024 Q3	$636K	Sell	9,744 -7,810	-44%	-$463K	0.04%	349
2024 Q2	$943	Buy	17,554 +7,810	+80%	+$425K	0.07%	243
2024 Q1	$524	Hold	9,744	–	–	0.03%	395
2023 Q4	$603K	Hold	9,744	–	–	0.04%	344
2023 Q3	$558	Hold	9,744	–	–	0.04%	352
2023 Q2	$636K	Hold	9,744	–	–	0.05%	298
2023 Q1	$657	Sell	9,744 -4,370	-31%	-$295K	0.05%	302
2022 Q4	$990	Hold	14,114	–	–	0.09%	200
2022 Q3	$903K	Hold	14,114	–	–	0.08%	206
2022 Q2	$999K	Hold	14,114	–	–	0.09%	184
2022 Q1	$1.02M	Hold	14,114	–	–	0.08%	207
2021 Q4	$956K	Hold	14,114	–	–	0.07%	231
2021 Q3	$882K	Hold	14,114	–	–	0.07%	224
2021 Q2	$930K	Buy	14,114 +5,020	+55%	+$349K	0.08%	214
2021 Q1	$605K	Hold	9,094	–	–	0.06%	302
2020 Q4	$606K	Sell	9,094 -4,420	-33%	-$308K	0.06%	285
2020 Q3	$933K	Buy	13,514 +5,450	+68%	+$372K	0.1%	159
2020 Q2	$524K	Hold	8,064	–	–	0.06%	282
2020 Q1	$486K	Hold	8,064	–	–	0.07%	245
2019 Q4	$512K	Sell	8,064 -8,037	-50%	-$503K	0.08%	280
2019 Q3	$1.04M	Hold	16,101	–	–	0.17%	123
2019 Q2	$958K	Hold	16,101	–	–	0.16%	135
2019 Q1	$905K	Buy	16,101 +4,677	+41%	+$249K	0.16%	137
2018 Q4	$563K	Hold	11,424	–	–	0.13%	188
2018 Q3	$539K	Hold	11,424	–	–	0.11%	212
2018 Q2	$522K	Hold	11,424	–	–	0.11%	219
2018 Q1	$520K	Hold	11,424	–	–	0.12%	209
2017 Q4	$550K	Sell	11,424 -3,700	-24%	-$184K	0.12%	200
2017 Q3	$716K	Hold	15,124	–	–	0.16%	169
2017 Q2	$694K	Hold	15,124	–	–	0.17%	165
2017 Q1	$672K	Hold	15,124	–	–	0.18%	163
2016 Q4	$616K	Buy	15,124 +6,340	+72%	+$254K	0.18%	165
2016 Q3	$361K	Hold	8,784	–	–	0.11%	226
2016 Q2	$393K	Hold	8,784	–	–	0.12%	216
2016 Q1	$367K	Hold	8,784	–	–	0.11%	221
2015 Q4	$315K	Hold	8,784	–	–	0.1%	228
2015 Q3	$311K	Hold	8,784	–	–	0.11%	226
2015 Q2	$283K	Hold	8,784	–	–	0.09%	237
2015 Q1	$310K	Hold	8,784	–	–	0.1%	228
2014 Q4	$316K	Hold	8,784	–	–	0.11%	226
2014 Q3	$282K	Hold	8,784	–	–	0.1%	222
2014 Q2	$283K	Hold	8,784	–	–	0.11%	225
2014 Q1	$267K	Hold	8,784	–	–	0.11%	228
2013 Q4	$245K	Hold	8,784	–	–	0.1%	232
2013 Q3	$243K	Hold	8,784	–	–	0.1%	229
2013 Q2	$249K	Buy	+8,784	New	+$262K	0.11%	210

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

Everence Capital Management's XEL Position: Q1 2026 in Review

Everence Capital Management held its Xcel Energy (XEL) position steady in Q1 2026 at 9,014 shares worth $716K. The position accounts for 0.04% of the portfolio, ranked #296.

Everence Capital Management first reported a position in XEL in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.04M in Q3 2019. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Everence Capital Management held 9,014 shares of Xcel Energy worth $716K as of Q1 2026.
Everence Capital Management left its Xcel Energy share count unchanged in Q1 2026.
Xcel Energy made up 0.04% of Everence Capital Management's portfolio in Q1 2026, its #296 holding.
Everence Capital Management first reported a position in Xcel Energy in Q2 2013 and has held it in 52 quarters since.
Everence Capital Management's Xcel Energy position peaked at $1.04M in Q3 2019.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.