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Evergreen Capital Management’s Xcel Energy XEL Stock Holding History

Evergreen 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
Q2 		$409K Buy
5,062
+118
+2% +$9.42K 0.01% 1022
2026
Q1 		$396K Buy
4,944
+507
+11% +$39.8K 0.01% 932
2025
Q4 		$330K Buy
4,437
+34
+0.8% +$2.68K 0.01% 979
2025
Q3 		$358K Buy
4,403
+195
+5% +$14.1K 0.01% 852
2025
Q2 		$289K Sell
4,208
-595
-12% -$41.3K 0.01% 828
2025
Q1 		$343K Buy
4,803
+486
+11% +$33.1K 0.01% 677
2024
Q4 		$291K Buy
4,317
+11
+0.3% +$738 0.01% 750
2024
Q3 		$284K Sell
4,306
-58
-1% -$3.44K 0.01% 741
2024
Q2 		$235K Sell
4,364
-648
-13% -$35.3K 0.01% 770
2024
Q1 		$273K Sell
5,012
-1,613
-24% -$92.1K 0.01% 669
2023
Q4 		$414K Buy
6,625
+2,312
+54% +$139K 0.02% 467
2023
Q3 		$249K Sell
4,313
-1,572
-27% -$94.5K 0.01% 626
2023
Q2 		$369K Buy
+5,885
New +$393K 0.02% 483
2022
Q1 		– Sell
-102,893
Closed -$6.97M – 686
2021
Q4 		$6.97M Buy
102,893
+2,993
+3% +$195K 0.28% 97
2021
Q3 		$6.24M Buy
99,900
+3,692
+4% +$249K 0.28% 94
2021
Q2 		$6.34M Buy
96,208
+2,574
+3% +$179K 0.3% 87
2021
Q1 		$6.23M Buy
+93,634
New +$5.92M 0.32% 83

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

Evergreen Capital Management's XEL Position: Q2 2026 in Review

Evergreen Capital Management increased its Xcel Energy (XEL) stake by 2.4% in Q2 2026, buying an estimated $9.42K and bringing the position to 5,062 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #1022.

Evergreen Capital Management first reported a position in XEL in Q1 2021 and has held it in 17 quarters since. The position peaked at $6.97M in Q4 2021. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Evergreen Capital Management held 5,062 shares of Xcel Energy worth $409K as of Q2 2026.
  • Evergreen Capital Management bought 118 Xcel Energy shares in Q2 2026, an estimated $9.42K.
  • Xcel Energy made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1022 holding.
  • Evergreen Capital Management first reported a position in Xcel Energy in Q1 2021 and has held it in 17 quarters since.
  • Evergreen Capital Management's Xcel Energy position peaked at $6.97M in Q4 2021.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.