Fidelis Capital Partners’s Xcel Energy XEL Stock Holding History

Fidelis Capital 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 Q2	$706K	Sell	8,793 -245	-3%	-$19.6K	0.04%	285
2026 Q1	$718K	Sell	9,038 -2,730	-23%	-$214K	0.05%	263
2025 Q4	$869K	Buy	11,768 +4,264	+57%	+$336K	0.06%	225
2025 Q3	$605K	Buy	7,504 +4,094	+120%	+$296K	0.05%	268
2025 Q2	$250K	Buy	3,410 +45	+1%	+$3.12K	0.02%	381
2025 Q1	$232K	Sell	3,365 -21	-0.6%	-$1.43K	0.02%	377
2024 Q4	$229K	Buy	3,386 +90	+3%	+$6.04K	0.02%	390
2024 Q3	$212K	Buy	+3,296	New	+$195K	0.03%	389
2023 Q3	–	Sell	-4,503	Closed	-$280K	–	296
2023 Q2	$280K	Buy	4,503 +37	+0.8%	+$2.47K	0.1%	210
2023 Q1	$311K	Buy	+4,466	New	+$301K	0.13%	169

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelis Capital Partners's XEL Position: Q2 2026 in Review

Fidelis Capital Partners reduced its Xcel Energy (XEL) stake by 2.7% in Q2 2026, selling an estimated $19.6K and leaving 8,793 shares worth $706K. The position accounts for 0.04% of the portfolio, ranked #285.

Fidelis Capital Partners first reported a position in XEL in Q1 2023 and has held it in 10 quarters since. The position peaked at $869K in Q4 2025. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Fidelis Capital Partners held 8,793 shares of Xcel Energy worth $706K as of Q2 2026.
Fidelis Capital Partners sold 245 Xcel Energy shares in Q2 2026, an estimated $19.6K.
Xcel Energy made up 0.04% of Fidelis Capital Partners's portfolio in Q2 2026, its #285 holding.
Fidelis Capital Partners first reported a position in Xcel Energy in Q1 2023 and has held it in 10 quarters since.
Fidelis Capital Partners's Xcel Energy position peaked at $869K in Q4 2025.
1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.