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HUB Investment Partners’s Xcel Energy XEL Stock Holding History

HUB Investment Partners’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
Q2 		$469K Buy
5,835
+183
+3% +$14.6K 0.01% 744
2026
Q1 		$449K Buy
5,652
+397
+8% +$31.1K 0.01% 615
2025
Q4 		$388K Buy
5,255
+78
+2% +$6.15K 0.01% 567
2025
Q3 		$418K Sell
5,177
-166
-3% -$12K 0.01% 459
2025
Q2 		$364K Buy
5,343
+436
+9% +$30.2K 0.01% 460
2025
Q1 		$347K Sell
4,907
-224
-4% -$15.2K 0.01% 408
2024
Q4 		$346K Sell
5,131
-1,107
-18% -$74.3K 0.01% 371
2024
Q3 		$407K Buy
6,238
+2,415
+63% +$143K 0.02% 330
2024
Q2 		$204K Sell
3,823
-43
-1% -$2.34K 0.01% 437
2024
Q1 		$208K Buy
3,866
+54
+1% +$3.08K 0.01% 427
2023
Q4 		$236K Sell
3,812
-477
-11% -$28.6K 0.02% 355
2023
Q3 		$245K Sell
4,289
-27
-0.6% -$1.62K 0.04% 219
2023
Q2 		$268K Buy
+4,316
New +$288K 0.04% 202

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

HUB Investment Partners's XEL Position: Q2 2026 in Review

HUB Investment Partners increased its Xcel Energy (XEL) stake by 3.2% in Q2 2026, buying an estimated $14.6K and bringing the position to 5,835 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #744.

HUB Investment Partners first reported a position in XEL in Q2 2023 and has held it in 13 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • HUB Investment Partners held 5,835 shares of Xcel Energy worth $469K as of Q2 2026.
  • HUB Investment Partners bought 183 Xcel Energy shares in Q2 2026, an estimated $14.6K.
  • Xcel Energy made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #744 holding.
  • HUB Investment Partners first reported a position in Xcel Energy in Q2 2023 and has held it in 13 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.