HFM
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Harvest Fund Management’s Xcel Energy XEL Stock Holding History

Harvest Fund 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 		$3.67M Sell
46,160
-112,172
-71% -$8.8M 0.16% 103
2025
Q4 		$11.5M Buy
158,332
+44,246
+39% +$3.49M 0.43% 45
2025
Q3 		$8.27M Buy
114,086
+3,551
+3% +$257K 0.35% 55
2025
Q2 		$7.58M Buy
110,535
+32,826
+42% +$2.28M 0.36% 55
2025
Q1 		$5.34M Buy
77,709
+36,312
+88% +$2.47M 0.26% 70
2024
Q4 		$2.77M Buy
41,397
+13,763
+50% +$923K 0.13% 116
2024
Q3 		$1.8M Buy
27,634
+10,821
+64% +$642K 0.11% 130
2024
Q2 		$898K Buy
16,813
+466
+3% +$25.4K 0.07% 181
2024
Q1 		$878K Buy
16,347
+11,498
+237% +$657K 0.08% 160
2023
Q4 		$296K Buy
4,849
+509
+12% +$30.5K 0.05% 182
2023
Q3 		$248K Buy
4,340
+1,637
+61% +$98.4K 0.04% 191
2023
Q2 		$168K Buy
2,703
+1,264
+88% +$84.4K 0.03% 238
2023
Q1 		$97K Buy
1,439
+672
+88% +$45.3K 0.02% 339
2022
Q4 		$54K Buy
767
+660
+617% +$43.9K 0.01% 458
2022
Q3 		$7K Buy
+107
New +$7.79K ﹤0.01% 697
2020
Q4 		– Sell
-373
Closed -$26K – 668
2020
Q3 		$26K Buy
+373
New +$25.4K ﹤0.01% 466

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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 $1.56T 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Harvest Fund Management's XEL Position: Q1 2026 in Review

Harvest Fund Management reduced its Xcel Energy (XEL) stake by 71% in Q1 2026, selling an estimated $8.8M and leaving 46,160 shares worth $3.67M. The position accounts for 0.16% of the portfolio, ranked #103.

Harvest Fund Management first reported a position in XEL in Q3 2020 and has held it in 16 quarters since. The position peaked at $11.5M in Q4 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Harvest Fund Management held 46,160 shares of Xcel Energy worth $3.67M as of Q1 2026.
  • Harvest Fund Management sold 112,172 Xcel Energy shares in Q1 2026, an estimated $8.8M.
  • Xcel Energy made up 0.16% of Harvest Fund Management's portfolio in Q1 2026, its #103 holding.
  • Harvest Fund Management first reported a position in Xcel Energy in Q3 2020 and has held it in 16 quarters since.
  • Harvest Fund Management's Xcel Energy position peaked at $11.5M in Q4 2025.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.