Great Lakes Advisors’s Xcel Energy XEL Stock Holding History

Great Lakes Advisors’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	$5.54K	Hold	69	–	–	﹤0.01%	822
2026 Q1	$5.48K	Hold	69	–	–	﹤0.01%	788
2025 Q4	$5.1K	Hold	69	–	–	﹤0.01%	798
2025 Q3	$5.56K	Hold	69	–	–	﹤0.01%	791
2025 Q2	$4.7K	Hold	69	–	–	﹤0.01%	805
2025 Q1	$4.88K	Sell	69 -9	-12%	-$613	﹤0.01%	789
2024 Q4	$5.25K	Hold	78	–	–	﹤0.01%	810
2024 Q3	$5.07K	Hold	78	–	–	﹤0.01%	827
2024 Q2	$4.15K	Buy	+78	New	+$4.24K	﹤0.01%	829
2024 Q1	–	Sell	-749,064	Closed	-$46.4M	–	861
2023 Q4	$46.4M	Sell	749,064 -273,300	-27%	-$16.4M	0.44%	62
2023 Q3	$58.5M	Buy	1,022,364 +310,571	+44%	+$18.7M	0.53%	53
2023 Q2	$44.3M	Sell	711,793 -91,010	-11%	-$6.08M	0.44%	62
2023 Q1	$54.1M	Buy	+802,803	New	+$54.2M	0.49%	62
2016 Q3	–	Sell	-4,764	Closed	-$213K	–	585
2016 Q2	$213K	Buy	+4,764	New	+$197K	0.01%	529

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

Great Lakes Advisors's XEL Position: Q2 2026 in Review

Great Lakes Advisors held its Xcel Energy (XEL) position steady in Q2 2026 at 69 shares worth $5.54K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Great Lakes Advisors first reported a position in XEL in Q2 2016 and has held it in 14 quarters since. The position peaked at $58.5M in Q3 2023. 1,285 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Great Lakes Advisors held 69 shares of Xcel Energy worth $5.54K as of Q2 2026.
Great Lakes Advisors left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up ﹤0.01% of Great Lakes Advisors's portfolio in Q2 2026, its #822 holding.
Great Lakes Advisors first reported a position in Xcel Energy in Q2 2016 and has held it in 14 quarters since.
Great Lakes Advisors's Xcel Energy position peaked at $58.5M in Q3 2023.
1,285 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Great Lakes Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.