Financiere des Professionnels’s Xcel Energy XEL Stock Holding History

Financiere des Professionnels’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	$3.45M	Sell	42,974 -1,226	-3%	-$97.9K	0.19%	106
2026 Q1	$3.51M	Buy	+44,200	New	+$3.47M	0.21%	101
2024 Q2	–	Sell	-74,188	Closed	-$3.99M	–	153
2024 Q1	$3.99M	Sell	74,188 -41,562	-36%	-$2.37M	0.32%	86
2023 Q4	$7.17M	Buy	115,750 +31,075	+37%	+$1.86M	0.63%	45
2023 Q3	$4.85M	Buy	+84,675	New	+$5.09M	0.46%	64

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 $3.37T AUM 44.26% 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

Financiere des Professionnels's XEL Position: Q2 2026 in Review

Financiere des Professionnels reduced its Xcel Energy (XEL) stake by 2.8% in Q2 2026, selling an estimated $97.9K and leaving 42,974 shares worth $3.45M. The position accounts for 0.19% of the portfolio, ranked #106.

Financiere des Professionnels first reported a position in XEL in Q3 2023 and has held it in 5 quarters since. The position peaked at $7.17M in Q4 2023. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Financiere des Professionnels held 42,974 shares of Xcel Energy worth $3.45M as of Q2 2026.
Financiere des Professionnels sold 1,226 Xcel Energy shares in Q2 2026, an estimated $97.9K.
Xcel Energy made up 0.19% of Financiere des Professionnels's portfolio in Q2 2026, its #106 holding.
Financiere des Professionnels first reported a position in Xcel Energy in Q3 2023 and has held it in 5 quarters since.
Financiere des Professionnels's Xcel Energy position peaked at $7.17M in Q4 2023.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Financiere des Professionnels's 13F filing for Q2 2026, filed 5 Aug 2026.