Horizon Investments’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.13M | Sell |
26,774
-1,534
| -5% | -$120K | 0.02% | 466 |
|
|
2025
Q4 | $2.09M | Buy |
28,308
+1,456
| +5% | +$115K | 0.03% | 454 |
|
|
2025
Q3 | $2.17M | Buy |
26,852
+3,727
| +16% | +$270K | 0.03% | 450 |
|
|
2025
Q2 | $1.57M | Buy |
23,125
+12,065
| +109% | +$837K | 0.02% | 452 |
|
|
2025
Q1 | $783K | Buy |
11,060
+670
| +6% | +$45.6K | 0.02% | 306 |
|
|
2024
Q4 | $696K | Buy |
10,390
+198
| +2% | +$13.3K | 0.02% | 317 |
|
|
2024
Q3 | $666K | Buy |
10,192
+51
| +0.5% | +$3.02K | 0.02% | 319 |
|
|
2024
Q2 | $542K | Buy |
10,141
+155
| +2% | +$8.43K | 0.02% | 356 |
|
|
2024
Q1 | $537K | Buy |
9,986
+195
| +2% | +$11.1K | 0.01% | 352 |
|
|
2023
Q4 | $606K | Buy |
9,791
+2,425
| +33% | +$145K | 0.02% | 304 |
|
|
2023
Q3 | $421K | Buy |
7,366
+102
| +1% | +$6.13K | 0.01% | 344 |
|
|
2023
Q2 | $452K | Buy |
7,264
+627
| +9% | +$41.9K | 0.01% | 323 |
|
|
2023
Q1 | $448K | Sell |
6,637
-3,760
| -36% | -$254K | 0.01% | 313 |
|
|
2022
Q4 | $729K | Sell |
10,397
-3,065
| -23% | -$204K | 0.02% | 289 |
|
|
2022
Q3 | $862K | Buy |
13,462
+9,043
| +205% | +$658K | 0.03% | 237 |
|
|
2022
Q2 | $313K | Sell |
4,419
-229
| -5% | -$16.7K | 0.01% | 365 |
|
|
2022
Q1 | $335K | Buy |
4,648
+741
| +19% | +$50.9K | 0.01% | 424 |
|
|
2021
Q4 | $265K | Buy |
3,907
+346
| +10% | +$22.6K | 0.01% | 418 |
|
|
2021
Q3 | $223K | Buy |
3,561
+262
| +8% | +$17.7K | 0.01% | 445 |
|
|
2021
Q2 | $217K | Buy |
3,299
+85
| +3% | +$5.92K | 0.01% | 439 |
|
|
2021
Q1 | $214K | Buy |
+3,214
| New | +$203K | 0.01% | 416 |
|
|
2020
Q4 | – | Sell |
-4,954
| Closed | -$342K | – | 402 |
|
|
2020
Q3 | $342K | Sell |
4,954
-20,774
| -81% | -$1.42M | 0.01% | 331 |
|
|
2020
Q2 | $1.61M | Buy |
25,728
+20,201
| +365% | +$1.27M | 0.04% | 172 |
|
|
2020
Q1 | $333K | Buy |
5,527
+299
| +6% | +$19.5K | 0.02% | 226 |
|
|
2019
Q4 | $332K | Buy |
5,228
+531
| +11% | +$33.2K | 0.01% | 376 |
|
|
2019
Q3 | $305K | Sell |
4,697
-6,914
| -60% | -$431K | 0.01% | 242 |
|
|
2019
Q2 | $691K | Sell |
11,611
-30,358
| -72% | -$1.75M | 0.02% | 200 |
|
|
2019
Q1 | $2.36M | Buy |
41,969
+28,046
| +201% | +$1.49M | 0.08% | 123 |
|
|
2018
Q4 | $686K | Sell |
13,923
-909
| -6% | -$45.6K | 0.03% | 162 |
|
|
2018
Q3 | $700K | Sell |
14,832
-19,035
| -56% | -$899K | 0.02% | 177 |
|
|
2018
Q2 | $1.55M | Buy |
33,867
+3,025
| +10% | +$135K | 0.07% | 96 |
|
|
2018
Q1 | $1.4M | Buy |
30,842
+2,525
| +9% | +$113K | 0.06% | 103 |
|
|
2017
Q4 | $1.29M | Buy |
28,317
+15,197
| +116% | +$754K | 0.08% | 81 |
|
|
2017
Q3 | $598K | Sell |
13,120
-4,682
| -26% | -$225K | 0.03% | 121 |
|
|
2017
Q2 | $811K | Buy |
+17,802
| New | +$820K | 0.05% | 89 |
|
Other funds holding XEL
VCM
VPM
Horizon Investments's XEL Position: Q1 2026 in Review
Horizon Investments reduced its Xcel Energy (XEL) stake by 5.4% in Q1 2026, selling an estimated $120K and leaving 26,774 shares worth $2.13M. The position accounts for 0.02% of the portfolio, ranked #466.
Horizon Investments first reported a position in XEL in Q2 2017 and has held it in 35 quarters since. The position peaked at $2.36M in Q1 2019. 1,268 funds tracked by Wall St. Rank hold XEL as of Q1 2026.
- Horizon Investments held 26,774 shares of Xcel Energy worth $2.13M as of Q1 2026.
- Horizon Investments sold 1,534 Xcel Energy shares in Q1 2026, an estimated $120K.
- Xcel Energy made up 0.02% of Horizon Investments's portfolio in Q1 2026, its #466 holding.
- Horizon Investments first reported a position in Xcel Energy in Q2 2017 and has held it in 35 quarters since.
- Horizon Investments's Xcel Energy position peaked at $2.36M in Q1 2019.
- 1,268 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.
Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.