GW&K Investment Management’s Xcel Energy XEL Stock Holding History

GW&K Investment 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	$36K	Buy	451 +4	+0.9%	+$314	﹤0.01%	626
2025 Q4	$33K	Buy	447 +12	+3%	+$946	﹤0.01%	641
2025 Q3	$35K	Buy	435 +12	+3%	+$868	﹤0.01%	610
2025 Q2	$29K	Buy	423 +32	+8%	+$2.22K	﹤0.01%	621
2025 Q1	$28K	Buy	391 +44	+13%	+$3K	﹤0.01%	585
2024 Q4	$23K	Hold	347	–	–	﹤0.01%	595
2024 Q3	$23K	Buy	347 +18	+5%	+$1.07K	﹤0.01%	586
2024 Q2	$18K	Buy	329 +103	+46%	+$5.6K	﹤0.01%	595
2024 Q1	$12K	Buy	226 +9	+4%	+$514	﹤0.01%	661
2023 Q4	$13K	Buy	217 +31	+17%	+$1.86K	﹤0.01%	614
2023 Q3	$11K	Buy	186 +32	+21%	+$1.92K	﹤0.01%	600
2023 Q2	$10K	Buy	+154	New	+$10.3K	﹤0.01%	619
2022 Q3	–	Sell	-1,242	Closed	-$88K	–	830
2022 Q2	$88K	Buy	1,242 +10	+0.8%	+$728	﹤0.01%	360
2022 Q1	$89K	Buy	+1,232	New	+$84.7K	﹤0.01%	354

Other funds holding XEL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 $1.47T 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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return