FORA Capital’s Xcel Energy XEL Stock Holding History

FORA Capital’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 Q3	$5.12M	Buy	+72,595	New	+$5.59M	0.2%	125
2024 Q3	–	Sell	-26,089	Closed	-$1.39M	–	601
2024 Q2	$1.39M	Buy	+26,089	New	+$1.42M	0.17%	181
2023 Q3	–	Sell	-45,070	Closed	-$2.8M	–	595
2023 Q2	$2.8M	Buy	+45,070	New	+$3.01M	0.4%	74
2022 Q2	–	Sell	-16,390	Closed	-$1.18M	–	713
2022 Q1	$1.18M	Buy	16,390 +12,475	+319%	+$857K	0.21%	134
2021 Q4	$265K	Sell	3,915 -12,302	-76%	-$802K	0.1%	245
2021 Q3	$1.01M	Buy	16,217 +10,781	+198%	+$728K	0.26%	116
2021 Q2	$358K	Buy	+5,436	New	+$378K	0.07%	328
2020 Q3	–	Sell	-1,710	Closed	-$107K	–	1029
2020 Q2	$107K	Sell	1,710 -24,547	-93%	-$1.55M	0.04%	476
2020 Q1	$1.58M	Sell	26,257 -12,120	-32%	-$790K	0.34%	64
2019 Q4	$2.44M	Buy	+38,377	New	+$2.4M	0.25%	109

Other funds holding XEL

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

FORA Capital's XEL Position: Q3 2026 in Review

FORA Capital opened a new position in Xcel Energy (XEL) in Q3 2026: 72,595 shares worth $5.12M. The stake represents 0.2% of the portfolio and ranks #125 among its holdings. This is a return to the name: FORA Capital previously reported a position in XEL as recently as Q2 2024.

FORA Capital first reported a position in XEL in Q4 2019 and has held it in 10 quarters since. 1,050 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

FORA Capital held 72,595 shares of Xcel Energy worth $5.12M as of Q3 2026.
Xcel Energy was a new FORA Capital position in Q3 2026.
Xcel Energy made up 0.2% of FORA Capital's portfolio in Q3 2026, its #125 holding.
FORA Capital first reported a position in Xcel Energy in Q4 2019 and has held it in 10 quarters since.
1,050 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on FORA Capital's 13F filing for Q3 2026, filed 13 Nov 2026.