GAM
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Gotham Asset Management’s Xcel Energy XEL Stock Holding History

Gotham 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 		$628K Buy
7,909
+3,781
+92% +$297K ﹤0.01% 1435
2025
Q4 		$305K Sell
4,128
-197
-5% -$15.5K ﹤0.01% 1558
2025
Q3 		$349K Sell
4,325
-1,431
-25% -$104K ﹤0.01% 1477
2025
Q2 		$392K Buy
5,756
+2,555
+80% +$177K ﹤0.01% 1389
2025
Q1 		$227K Sell
3,201
-44
-1% -$3K ﹤0.01% 1444
2024
Q4 		$219K Buy
3,245
+5
+0.2% +$335 ﹤0.01% 1340
2024
Q3 		$212K Buy
+3,240
New +$192K ﹤0.01% 1326
2024
Q2 		– Sell
-7,949
Closed -$427K – 1515
2024
Q1 		$427K Sell
7,949
-4,475
-36% -$256K 0.01% 1099
2023
Q4 		$769K Buy
12,424
+6,791
+121% +$407K 0.01% 856
2023
Q3 		$322K Buy
+5,633
New +$339K 0.01% 1098
2022
Q4 		– Sell
-5,164
Closed -$330K – 1322
2022
Q3 		$330K Buy
5,164
+2,254
+77% +$164K 0.01% 957
2022
Q2 		$206K Buy
+2,910
New +$212K 0.01% 1036
2020
Q4 		– Sell
-3,020
Closed -$208K – 1112
2020
Q3 		$208K Buy
+3,020
New +$206K 0.01% 930
2020
Q2 		– Sell
-12,634
Closed -$762K – 1218
2020
Q1 		$762K Buy
+12,634
New +$823K 0.02% 619
2019
Q4 		– Sell
-3,110
Closed -$202K – 1231
2019
Q3 		$202K Sell
3,110
-1,101
-26% -$68.6K ﹤0.01% 1015
2019
Q2 		$251K Buy
+4,211
New +$242K ﹤0.01% 1002
2018
Q3 		– Sell
-18,024
Closed -$823K – 1037
2018
Q2 		$823K Buy
18,024
+7,743
+75% +$347K 0.01% 613
2018
Q1 		$468K Buy
+10,281
New +$458K 0.01% 724
2017
Q2 		– Sell
-6,143
Closed -$273K – 1104
2017
Q1 		$273K Buy
+6,143
New +$260K ﹤0.01% 874

Other funds holding XEL

BlackRock
BlackRock New York $5.72T 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 $1.56T 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Gotham Asset Management's XEL Position: Q1 2026 in Review

Gotham Asset Management increased its Xcel Energy (XEL) stake by 92% in Q1 2026, buying an estimated $297K and bringing the position to 7,909 shares worth $628K. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

Gotham Asset Management first reported a position in XEL in Q1 2017 and has held it in 19 quarters since. The position peaked at $823K in Q2 2018. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Gotham Asset Management held 7,909 shares of Xcel Energy worth $628K as of Q1 2026.
  • Gotham Asset Management bought 3,781 Xcel Energy shares in Q1 2026, an estimated $297K.
  • Xcel Energy made up ﹤0.01% of Gotham Asset Management's portfolio in Q1 2026, its #1435 holding.
  • Gotham Asset Management first reported a position in Xcel Energy in Q1 2017 and has held it in 19 quarters since.
  • Gotham Asset Management's Xcel Energy position peaked at $823K in Q2 2018.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.