iA Global Asset Management’s Xcel Energy XEL Stock Holding History

iA Global Asset Management’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	$5.85M	Sell	72,848 -2,042	-3%	-$163K	0.07%	190
2026 Q1	$5.95M	Buy	74,890 +1,344	+2%	+$105K	0.08%	177
2025 Q4	$5.43M	Buy	73,546 +5,068	+7%	+$400K	0.07%	185
2025 Q3	$5.52M	Buy	68,478 +4,586	+7%	+$332K	0.08%	172
2025 Q2	$4.35M	Buy	63,892 +647	+1%	+$44.9K	0.07%	181
2025 Q1	$4.48M	Buy	63,245 +1,351	+2%	+$92K	0.08%	170
2024 Q4	$4.18M	Buy	61,894 +5,063	+9%	+$340K	0.07%	175
2024 Q3	$3.71M	Buy	56,831 +2,247	+4%	+$133K	0.07%	191
2024 Q2	$2.92M	Sell	54,584 -12,417	-19%	-$675K	0.06%	200
2024 Q1	$3.6M	Sell	67,001 -3,469	-5%	-$198K	0.07%	185
2023 Q4	$4.36M	Buy	70,470 +11,435	+19%	+$686K	0.1%	160
2023 Q3	$3.38M	Buy	59,035 +12,584	+27%	+$756K	0.09%	173
2023 Q2	$2.89M	Buy	+46,451	New	+$3.1M	0.08%	194

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

iA Global Asset Management's XEL Position: Q2 2026 in Review

iA Global Asset Management reduced its Xcel Energy (XEL) stake by 2.7% in Q2 2026, selling an estimated $163K and leaving 72,848 shares worth $5.85M. The position accounts for 0.07% of the portfolio, ranked #190.

iA Global Asset Management first reported a position in XEL in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.95M in Q1 2026. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

iA Global Asset Management held 72,848 shares of Xcel Energy worth $5.85M as of Q2 2026.
iA Global Asset Management sold 2,042 Xcel Energy shares in Q2 2026, an estimated $163K.
Xcel Energy made up 0.07% of iA Global Asset Management's portfolio in Q2 2026, its #190 holding.
iA Global Asset Management first reported a position in Xcel Energy in Q2 2023 and has held it in 13 quarters since.
iA Global Asset Management's Xcel Energy position peaked at $5.95M in Q1 2026.
1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on iA Global Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.