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XEL icon

IFM Investors’s Xcel Energy XEL Stock Holding History

IFM Investors’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 		$12.2M Buy
152,549
+18,675
+14% +$1.49M 0.08% 228
2026
Q1 		$10.6M Buy
133,874
+3,885
+3% +$305K 0.09% 213
2025
Q4 		$9.6M Buy
129,989
+532
+0.4% +$42K 0.08% 220
2025
Q3 		$10.3M Buy
129,457
+2,737
+2% +$198K 0.09% 201
2025
Q2 		$8.63M Buy
126,720
+1,423
+1% +$98.7K 0.08% 227
2025
Q1 		$8.87M Sell
125,297
-35,702
-22% -$2.43M 0.1% 206
2024
Q4 		$10.9M Buy
160,999
+1,088
+0.7% +$73K 0.11% 176
2024
Q3 		$10.4M Sell
159,911
-31,863
-17% -$1.89M 0.1% 193
2024
Q2 		$10.2M Buy
191,774
+2,529
+1% +$138K 0.1% 183
2024
Q1 		$10.2M Buy
189,245
+2,682
+1% +$153K 0.11% 180
2023
Q4 		$11.6M Buy
186,563
+510
+0.3% +$30.6K 0.14% 146
2023
Q3 		$10.6M Buy
186,053
+7,943
+4% +$477K 0.14% 138
2023
Q2 		$11.1M Buy
178,110
+45,563
+34% +$3.04M 0.15% 138
2023
Q1 		$8.94M Buy
132,547
+2,314
+2% +$156K 0.14% 152
2022
Q4 		$9.13M Sell
130,233
-33,730
-21% -$2.24M 0.15% 140
2022
Q3 		$10.5M Buy
163,963
+654
+0.4% +$47.6K 0.19% 109
2022
Q2 		$11.6M Sell
163,309
-2,745
-2% -$200K 0.2% 101
2022
Q1 		$12M Buy
166,054
+101,131
+156% +$6.95M 0.19% 106
2021
Q4 		$4.39M Sell
64,923
-1,954
-3% -$127K 0.08% 251
2021
Q3 		$4.18M Sell
66,877
-141
-0.2% -$9.53K 0.09% 229
2021
Q2 		$4.42M Buy
67,018
+11,491
+21% +$800K 0.09% 226
2021
Q1 		$3.69M Buy
55,527
+6,866
+14% +$434K 0.1% 214
2020
Q4 		$3.24M Buy
48,661
+7,363
+18% +$513K 0.1% 200
2020
Q3 		$2.85M Buy
41,298
+4,709
+13% +$321K 0.12% 162
2020
Q2 		$2.29M Sell
36,589
-15,017
-29% -$946K 0.12% 162
2020
Q1 		$3.23M Sell
51,606
-1,067
-2% -$69.5K 0.14% 144
2019
Q4 		$3.34M Sell
52,673
-2,159
-4% -$135K 0.12% 177
2019
Q3 		$3.56M Buy
54,832
+18,383
+50% +$1.15M 0.13% 172
2019
Q2 		$2.17M Buy
36,449
+3,073
+9% +$177K 0.12% 178
2019
Q1 		$1.88M Buy
33,376
+4,137
+14% +$220K 0.12% 181
2018
Q4 		$1.44M Buy
29,239
+2,839
+11% +$142K 0.12% 179
2018
Q3 		$1.25M Buy
26,400
+3,782
+17% +$179K 0.09% 218
2018
Q2 		$1.03M Buy
22,618
+7,084
+46% +$317K 0.1% 221
2018
Q1 		$706K Buy
15,534
+1,034
+7% +$46.1K 0.1% 219
2017
Q4 		$698K Hold
14,500
– – 0.11% 208
2017
Q3 		$686K Buy
14,500
+469
+3% +$22.5K 0.12% 200
2017
Q2 		$644K Buy
14,031
+3,848
+38% +$177K 0.12% 210
2017
Q1 		$453K Buy
10,183
+3,767
+59% +$160K 0.11% 212
2016
Q4 		$261K Buy
+6,416
New +$257K 0.12% 221

Other funds holding XEL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

IFM Investors's XEL Position: Q2 2026 in Review

IFM Investors increased its Xcel Energy (XEL) stake by 14% in Q2 2026, buying an estimated $1.49M and bringing the position to 152,549 shares worth $12.2M. The position accounts for 0.08% of the portfolio, ranked #228.

IFM Investors first reported a position in XEL in Q4 2016 and has held it in 39 quarters since. 345 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • IFM Investors held 152,549 shares of Xcel Energy worth $12.2M as of Q2 2026.
  • IFM Investors bought 18,675 Xcel Energy shares in Q2 2026, an estimated $1.49M.
  • Xcel Energy made up 0.08% of IFM Investors's portfolio in Q2 2026, its #228 holding.
  • IFM Investors first reported a position in Xcel Energy in Q4 2016 and has held it in 39 quarters since.
  • 345 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on IFM Investors's 13F filing for Q2 2026, filed 21 Jul 2026.