Guggenheim Capital’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $29M | Buy |
361,421
+17,198
| +5% | +$1.37M | 0.18% | 102 |
|
|
2026
Q1 | $27.3M | Sell |
344,223
-9,205
| -3% | -$722K | 0.21% | 94 |
|
|
2025
Q4 | $26.1M | Buy |
353,428
+18,663
| +6% | +$1.47M | 0.19% | 108 |
|
|
2025
Q3 | $27M | Buy |
334,765
+37,649
| +13% | +$2.72M | 0.2% | 103 |
|
|
2025
Q2 | $20.2M | Buy |
297,116
+70,060
| +31% | +$4.86M | 0.16% | 114 |
|
|
2025
Q1 | $16.1M | Sell |
227,056
-4,873
| -2% | -$332K | 0.15% | 141 |
|
|
2024
Q4 | $15.7M | Buy |
231,929
+42,832
| +23% | +$2.87M | 0.13% | 158 |
|
|
2024
Q3 | $12.3M | Buy |
189,097
+14,493
| +8% | +$860K | 0.09% | 240 |
|
|
2024
Q2 | $9.33M | Sell |
174,604
-830
| -0.5% | -$45.2K | 0.07% | 320 |
|
|
2024
Q1 | $9.43M | Sell |
175,434
-29,256
| -14% | -$1.67M | 0.07% | 341 |
|
|
2023
Q4 | $12.7M | Buy |
204,690
+35,560
| +21% | +$2.13M | 0.1% | 230 |
|
|
2023
Q3 | $9.68M | Buy |
169,130
+10,719
| +7% | +$644K | 0.08% | 282 |
|
|
2023
Q2 | $9.85M | Buy |
158,411
+14,325
| +10% | +$956K | 0.08% | 300 |
|
|
2023
Q1 | $9.72M | Sell |
144,086
-1
| -0% | -$67 | 0.08% | 290 |
|
|
2022
Q4 | $10.1M | Sell |
144,087
-24,143
| -14% | -$1.61M | 0.09% | 279 |
|
|
2022
Q3 | $10.8M | Buy |
168,230
+24,370
| +17% | +$1.77M | 0.1% | 250 |
|
|
2022
Q2 | $10.2M | Sell |
143,860
-20,331
| -12% | -$1.48M | 0.08% | 295 |
|
|
2022
Q1 | $11.8M | Sell |
164,191
-17,794
| -10% | -$1.22M | 0.07% | 340 |
|
|
2021
Q4 | $12.3M | Buy |
181,985
+15,155
| +9% | +$988K | 0.06% | 348 |
|
|
2021
Q3 | $10.4M | Sell |
166,830
-5,973
| -3% | -$404K | 0.06% | 371 |
|
|
2021
Q2 | $11.4M | Buy |
172,803
+20,027
| +13% | +$1.39M | 0.07% | 357 |
|
|
2021
Q1 | $10.2M | Sell |
152,776
-27,616
| -15% | -$1.75M | 0.07% | 359 |
|
|
2020
Q4 | $12M | Buy |
180,392
+13,510
| +8% | +$941K | 0.08% | 275 |
|
|
2020
Q3 | $11.5M | Sell |
166,882
-47,914
| -22% | -$3.27M | 0.08% | 241 |
|
|
2020
Q2 | $13.4M | Buy |
214,796
+29,355
| +16% | +$1.85M | 0.1% | 190 |
|
|
2020
Q1 | $11.2M | Sell |
185,441
-92,580
| -33% | -$6.03M | 0.11% | 179 |
|
|
2019
Q4 | $17.7M | Buy |
278,021
+45,024
| +19% | +$2.82M | 0.13% | 170 |
|
|
2019
Q3 | $15.1M | Sell |
232,997
-14,666
| -6% | -$914K | 0.12% | 191 |
|
|
2019
Q2 | $14.7M | Sell |
247,663
-10,450
| -4% | -$601K | 0.12% | 179 |
|
|
2019
Q1 | $14.5M | Buy |
258,113
+41,036
| +19% | +$2.18M | 0.12% | 190 |
|
|
2018
Q4 | $10.7M | Buy |
217,077
+87,379
| +67% | +$4.38M | 0.09% | 242 |
|
|
2018
Q3 | $6.12M | Buy |
129,698
+14,780
| +13% | +$698K | 0.04% | 612 |
|
|
2018
Q2 | $5.25M | Sell |
114,918
-771,758
| -87% | -$34.6M | 0.04% | 689 |
|
|
2018
Q1 | $40.3M | Buy |
886,676
+84,047
| +10% | +$3.75M | 0.1% | 425 |
|
|
2017
Q4 | $38.6M | Sell |
802,629
-168,856
| -17% | -$8.38M | 0.09% | 461 |
|
|
2017
Q3 | $46M | Sell |
971,485
-111,376
| -10% | -$5.34M | 0.11% | 349 |
|
|
2017
Q2 | $49.7M | Buy |
1,082,861
+23,484
| +2% | +$1.08M | 0.13% | 295 |
|
|
2017
Q1 | $47.1M | Buy |
1,059,377
+52,072
| +5% | +$2.21M | 0.13% | 311 |
|
|
2016
Q4 | $41M | Buy |
1,007,305
+43,033
| +4% | +$1.72M | 0.12% | 350 |
|
|
2016
Q3 | $39.7M | Sell |
964,272
-156,997
| -14% | -$6.71M | 0.12% | 289 |
|
|
2016
Q2 | $50.2M | Buy |
1,121,269
+216,199
| +24% | +$8.95M | 0.16% | 168 |
|
|
2016
Q1 | $37.9M | Sell |
905,070
-79,599
| -8% | -$3.1M | 0.12% | 271 |
|
|
2015
Q4 | $35.4M | Sell |
984,669
-86,229
| -8% | -$3.08M | 0.1% | 344 |
|
|
2015
Q3 | $37.9M | Sell |
1,070,898
-406,920
| -28% | -$13.8M | 0.12% | 272 |
|
|
2015
Q2 | $47.6M | Buy |
1,477,818
+178,927
| +14% | +$6.02M | 0.12% | 257 |
|
|
2015
Q1 | $45.2M | Sell |
1,298,891
-2,985
| -0.2% | -$107K | 0.11% | 311 |
|
|
2014
Q4 | $46.8M | Sell |
1,301,876
-306
| -0% | -$10.3K | 0.12% | 263 |
|
|
2014
Q3 | $39.6M | Sell |
1,302,182
-245,750
| -16% | -$7.69M | 0.09% | 316 |
|
|
2014
Q2 | $49.9M | Buy |
1,547,932
+424,416
| +38% | +$13.2M | 0.13% | 190 |
|
|
2014
Q1 | $34.1M | Buy |
1,123,516
+237,786
| +27% | +$6.93M | 0.1% | 314 |
|
|
2013
Q4 | $24.7M | Sell |
885,730
-88,108
| -9% | -$2.49M | 0.08% | 451 |
|
|
2013
Q3 | $26.9M | Buy |
973,838
+337,032
| +53% | +$9.64M | 0.1% | 274 |
|
|
2013
Q2 | $18M | Buy |
+636,806
| New | +$19M | 0.08% | 392 |
|
Other funds holding XEL
Guggenheim Capital's XEL Position: Q2 2026 in Review
Guggenheim Capital increased its Xcel Energy (XEL) stake by 5% in Q2 2026, buying an estimated $1.37M and bringing the position to 361,421 shares worth $29M. The position accounts for 0.18% of the portfolio, ranked #102.
Guggenheim Capital first reported a position in XEL in Q2 2013 and has held it in 53 quarters since. The position peaked at $50.2M in Q2 2016. 1,285 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- Guggenheim Capital held 361,421 shares of Xcel Energy worth $29M as of Q2 2026.
- Guggenheim Capital bought 17,198 Xcel Energy shares in Q2 2026, an estimated $1.37M.
- Xcel Energy made up 0.18% of Guggenheim Capital's portfolio in Q2 2026, its #102 holding.
- Guggenheim Capital first reported a position in Xcel Energy in Q2 2013 and has held it in 53 quarters since.
- Guggenheim Capital's Xcel Energy position peaked at $50.2M in Q2 2016.
- 1,285 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.