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Heartland Advisors’s Xcel Energy XEL Stock Holding History

Heartland 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
Q1 		$8.67M Sell
109,177
-8,969
-8% -$703K 0.44% 87
2025
Q4 		$8.73M Sell
118,146
-4,812
-4% -$380K 0.47% 81
2025
Q3 		$9.92M Buy
+122,958
New +$8.9M 0.52% 74

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

Heartland Advisors's XEL Position: Q1 2026 in Review

Heartland Advisors reduced its Xcel Energy (XEL) stake by 7.6% in Q1 2026, selling an estimated $703K and leaving 109,177 shares worth $8.67M. The position accounts for 0.44% of the portfolio, ranked #87.

Heartland Advisors first reported a position in XEL in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.92M in Q3 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Heartland Advisors held 109,177 shares of Xcel Energy worth $8.67M as of Q1 2026.
  • Heartland Advisors sold 8,969 Xcel Energy shares in Q1 2026, an estimated $703K.
  • Xcel Energy made up 0.44% of Heartland Advisors's portfolio in Q1 2026, its #87 holding.
  • Heartland Advisors first reported a position in Xcel Energy in Q3 2025 and has held it in 3 quarters since.
  • Heartland Advisors's Xcel Energy position peaked at $9.92M in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Heartland Advisors's 13F filing for Q1 2026, filed 6 May 2026.