GDP
XEL icon

Great Diamond Partners’s Xcel Energy XEL Stock Holding History

Great Diamond 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 		$265K Hold
3,298
– – 0.05% 217
2026
Q1 		$262K Buy
3,298
+6
+0.2% +$471 0.05% 207
2025
Q4 		$243K Sell
3,292
-150
-4% -$11.8K 0.05% 211
2025
Q3 		$278K Hold
3,442
– – 0.05% 195
2025
Q2 		$234K Buy
+3,442
New +$239K 0.05% 204

Other funds holding XEL

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Great Diamond Partners's XEL Position: Q2 2026 in Review

Great Diamond Partners held its Xcel Energy (XEL) position steady in Q2 2026 at 3,298 shares worth $265K. The position accounts for 0.05% of the portfolio, ranked #217.

Great Diamond Partners first reported a position in XEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $278K in Q3 2025. 522 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Great Diamond Partners held 3,298 shares of Xcel Energy worth $265K as of Q2 2026.
  • Great Diamond Partners left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.05% of Great Diamond Partners's portfolio in Q2 2026, its #217 holding.
  • Great Diamond Partners first reported a position in Xcel Energy in Q2 2025 and has held it in 5 quarters since.
  • Great Diamond Partners's Xcel Energy position peaked at $278K in Q3 2025.
  • 522 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.