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Horizon Investment Services’s Xcel Energy XEL Stock Holding History

Horizon Investment 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
Q1 		– Sell
-4,514
Closed -$333K – 157
2025
Q4 		$333K Buy
4,514
+82
+2% +$6.47K 0.12% 100
2025
Q3 		$357K Buy
4,432
+109
+3% +$7.88K 0.13% 90
2025
Q2 		$294K Sell
4,323
-262
-6% -$18.2K 0.13% 93
2025
Q1 		$325K Buy
4,585
+347
+8% +$23.6K 0.16% 88
2024
Q4 		$286K Buy
4,238
+192
+5% +$12.9K 0.12% 103
2024
Q3 		$264K Buy
+4,046
New +$240K 0.11% 106
2023
Q3 		– Sell
-3,549
Closed -$221K – 113
2023
Q2 		$221K Sell
3,549
-83
-2% -$5.54K 0.13% 101
2023
Q1 		$245K Buy
+3,632
New +$245K 0.16% 100
2020
Q1 		– Sell
-8,114
Closed -$515K – 112
2019
Q4 		$515K Sell
8,114
-851
-9% -$53.2K 0.34% 69
2019
Q3 		$582K Buy
8,965
+311
+4% +$19.4K 0.39% 66
2019
Q2 		$515K Buy
+8,654
New +$498K 0.35% 65

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Horizon Investment Services's XEL Position: Q1 2026 in Review

Horizon Investment Services sold out of Xcel Energy (XEL) in Q1 2026, closing a stake of 4,514 shares — an estimated $333K sold.

Horizon Investment Services first reported a position in XEL in Q2 2019 and held it in 11 quarters. The position peaked at $582K in Q3 2019. 1,271 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Horizon Investment Services reported no remaining Xcel Energy position as of Q1 2026 after selling out during the quarter.
  • Horizon Investment Services sold 4,514 Xcel Energy shares in Q1 2026, an estimated $333K.
  • Horizon Investment Services first reported a position in Xcel Energy in Q2 2019 and held it in 11 quarters.
  • Horizon Investment Services's Xcel Energy position peaked at $582K in Q3 2019.
  • 1,271 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Horizon Investment Services's 13F filing for Q1 2026, filed 15 May 2026.