Heartland Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
Other funds holding XEL
Heartland Advisors's XEL Position: Q2 2026 in Review
Heartland Advisors increased its Xcel Energy (XEL) stake by 13% in Q2 2026, buying an estimated $1.09M and bringing the position to 122,828 shares worth $9.86M. The position accounts for 0.44% of the portfolio, ranked #85.
Heartland Advisors first reported a position in XEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.92M in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- Heartland Advisors held 122,828 shares of Xcel Energy worth $9.86M as of Q2 2026.
- Heartland Advisors bought 13,651 Xcel Energy shares in Q2 2026, an estimated $1.09M.
- Xcel Energy made up 0.44% of Heartland Advisors's portfolio in Q2 2026, its #85 holding.
- Heartland Advisors first reported a position in Xcel Energy in Q3 2025 and has held it in 4 quarters since.
- Heartland Advisors's Xcel Energy position peaked at $9.92M in Q3 2025.
- 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on Heartland Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.