Icon Advisers’s Xcel Energy XEL Stock Holding History

Icon Advisers’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	$1.24M	Buy	+15,400	New	+$1.23M	0.23%	129
2026 Q1	–	Sell	-17,400	Closed	-$1.29M	–	198
2025 Q4	$1.29M	Hold	17,400	–	–	0.28%	125
2025 Q3	$1.4M	Hold	17,400	–	–	0.31%	114
2025 Q2	$1.18M	Sell	17,400 -1,200	-6%	-$83.2K	0.27%	124
2025 Q1	$1.32M	Hold	18,600	–	–	0.31%	118
2024 Q4	$1.26M	Hold	18,600	–	–	0.28%	123
2024 Q3	$1.21M	Buy	18,600 +4,200	+29%	+$249K	0.25%	131
2024 Q2	$755K	Hold	14,400	–	–	0.17%	150
2024 Q1	$767K	Sell	14,400 -13,000	-47%	-$742K	0.17%	154
2023 Q4	$1.7M	Hold	27,400	–	–	0.39%	106
2023 Q3	$1.57M	Hold	27,400	–	–	0.39%	106
2023 Q2	$1.7M	Hold	27,400	–	–	0.43%	98
2023 Q1	$1.85M	Hold	27,400	–	–	0.47%	87
2022 Q4	$1.92M	Sell	27,400 -2,200	-7%	-$146K	0.49%	82
2022 Q3	$1.89M	Hold	29,600	–	–	0.52%	70
2022 Q2	$2.09M	Sell	29,600 -6,200	-17%	-$451K	0.48%	84
2022 Q1	$2.58M	Hold	35,800	–	–	0.44%	88
2021 Q4	$2.42M	Hold	35,800	–	–	0.39%	101
2021 Q3	$2.24M	Hold	35,800	–	–	0.38%	103
2021 Q2	$2.36M	Hold	35,800	–	–	0.38%	97
2021 Q1	$2.38M	Hold	35,800	–	–	0.37%	101
2020 Q4	$2.39M	Sell	35,800 -700	-2%	-$48.8K	0.43%	81
2020 Q3	$2.52M	Hold	36,500	–	–	0.5%	74
2020 Q2	$2.28M	Hold	36,500	–	–	0.45%	80
2020 Q1	$2.2M	Hold	36,500	–	–	0.48%	67
2019 Q4	$2.32M	Hold	36,500	–	–	0.33%	107
2019 Q3	$2.37M	Hold	36,500	–	–	0.35%	98
2019 Q2	$2.17M	Buy	36,500 +6,400	+21%	+$368K	0.2%	121
2019 Q1	$1.69M	Hold	30,100	–	–	0.17%	134
2018 Q4	$1.48M	Sell	30,100 -15,400	-34%	-$772K	0.16%	146
2018 Q3	$2.15M	Buy	45,500 +38,400	+541%	+$1.81M	0.18%	129
2018 Q2	$324K	Buy	+7,100	New	+$318K	0.02%	280
2017 Q2	–	Sell	-34,500	Closed	-$1.53M	–	424
2017 Q1	$1.53M	Hold	34,500	–	–	0.11%	229
2016 Q4	$1.4M	Buy	+34,500	New	+$1.38M	0.1%	243
2016 Q3	–	Sell	-23,700	Closed	-$1.06M	–	460
2016 Q2	$1.06M	Buy	+23,700	New	+$981K	0.07%	259
2014 Q4	–	Sell	-22,100	Closed	-$672K	–	350
2014 Q3	$672K	Sell	22,100 -74,700	-77%	-$2.34M	0.04%	256
2014 Q2	$3.12M	Sell	96,800 -5,000	-5%	-$155K	0.2%	109
2014 Q1	$3.09M	Hold	101,800	–	–	0.22%	110
2013 Q4	$2.84M	Sell	101,800 -102,360	-50%	-$2.89M	0.21%	107
2013 Q3	$5.64M	Buy	204,160 +64,360	+46%	+$1.84M	0.43%	57
2013 Q2	$3.96M	Buy	+139,800	New	+$4.18M	0.3%	85

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 $3.37T AUM 44.26% 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

Icon Advisers's XEL Position: Q2 2026 in Review

Icon Advisers opened a new position in Xcel Energy (XEL) in Q2 2026: 15,400 shares worth $1.24M. The stake represents 0.23% of the portfolio and ranks #129 among its holdings. This is a return to the name: Icon Advisers previously reported a position in XEL as recently as Q4 2025.

Icon Advisers first reported a position in XEL in Q2 2013 and has held it in 41 quarters since. The position peaked at $5.64M in Q3 2013. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Icon Advisers held 15,400 shares of Xcel Energy worth $1.24M as of Q2 2026.
Xcel Energy was a new Icon Advisers position in Q2 2026.
Xcel Energy made up 0.23% of Icon Advisers's portfolio in Q2 2026, its #129 holding.
Icon Advisers first reported a position in Xcel Energy in Q2 2013 and has held it in 41 quarters since.
Icon Advisers's Xcel Energy position peaked at $5.64M in Q3 2013.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Icon Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.