Harel Insurance Investments & Financial Services’s Xcel Energy XEL Stock Holding History

Harel Insurance Investments & Financial Services’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	$67K	Buy	832 +71	+9%	+$5.67K	﹤0.01%	441
2026 Q1	$60K	Sell	761 -4,177	-85%	-$328K	﹤0.01%	419
2025 Q4	$365K	Buy	4,938 +4,323	+703%	+$341K	﹤0.01%	235
2025 Q3	$50K	Buy	+615	New	+$44.5K	﹤0.01%	376
2025 Q2	–	Sell	-3,067	Closed	-$217K	–	511
2025 Q1	$217K	Sell	3,067 -3,527	-53%	-$240K	﹤0.01%	270
2024 Q4	$445K	Buy	+6,594	New	+$442K	0.01%	159
2020 Q2	–	Sell	-568	Closed	-$34K	–	596
2020 Q1	$34K	Buy	+568	New	+$37K	﹤0.01%	296
2019 Q4	–	Sell	-199	Closed	-$13K	–	569
2019 Q3	$13K	Buy	+199	New	+$12.4K	﹤0.01%	420
2018 Q4	–	Sell	-1,413	Closed	-$67K	–	535
2018 Q3	$67K	Sell	1,413 -20	-1%	-$944	﹤0.01%	310
2018 Q2	$65K	Buy	+1,433	New	+$64.2K	﹤0.01%	286

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Harel Insurance Investments & Financial Services's XEL Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services increased its Xcel Energy (XEL) stake by 9.3% in Q2 2026, buying an estimated $5.67K and bringing the position to 832 shares worth $67K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Harel Insurance Investments & Financial Services first reported a position in XEL in Q2 2018 and has held it in 10 quarters since. The position peaked at $445K in Q4 2024. 949 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Harel Insurance Investments & Financial Services held 832 shares of Xcel Energy worth $67K as of Q2 2026.
Harel Insurance Investments & Financial Services bought 71 Xcel Energy shares in Q2 2026, an estimated $5.67K.
Xcel Energy made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #441 holding.
Harel Insurance Investments & Financial Services first reported a position in Xcel Energy in Q2 2018 and has held it in 10 quarters since.
Harel Insurance Investments & Financial Services's Xcel Energy position peaked at $445K in Q4 2024.
949 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.