Fisher Asset Management
XEL icon

Fisher Asset Management’s Xcel Energy XEL Stock Holding History

Fisher Asset 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 		$539K Buy
6,791
+948
+16% +$74.4K ﹤0.01% 778
2025
Q4 		$432K Buy
5,843
+1,860
+47% +$147K ﹤0.01% 801
2025
Q3 		$321K Buy
+3,983
New +$288K ﹤0.01% 874
2025
Q2 		– Sell
-2,866
Closed -$203K – 1087
2025
Q1 		$203K Buy
+2,866
New +$195K ﹤0.01% 977
2022
Q1 		– Sell
-5,773
Closed -$391K – 1018
2021
Q4 		$391K Sell
5,773
-1,079
-16% -$70.3K ﹤0.01% 804
2021
Q3 		$428K Buy
6,852
+640
+10% +$43.2K ﹤0.01% 752
2021
Q2 		$409K Sell
6,212
-584
-9% -$40.7K ﹤0.01% 749
2021
Q1 		$452K Sell
6,796
-1,076
-14% -$68K ﹤0.01% 719
2020
Q4 		$525K Buy
+7,872
New +$549K ﹤0.01% 702
2020
Q3 		– Sell
-3,281
Closed -$205K – 896
2020
Q2 		$205K Buy
+3,281
New +$207K ﹤0.01% 778
2018
Q4 		– Sell
-6,956
Closed -$328K – 855
2018
Q3 		$328K Buy
+6,956
New +$328K ﹤0.01% 700
2018
Q2 		– Sell
-5,575
Closed -$254K – 837
2018
Q1 		$254K Buy
5,575
+27
+0.5% +$1.2K ﹤0.01% 707
2017
Q4 		$267K Buy
5,548
+688
+14% +$34.1K ﹤0.01% 763
2017
Q3 		$230K Buy
+4,860
New +$233K ﹤0.01% 731

Other funds holding XEL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return