IMRF
XEL icon

Illinois Municipal Retirement Fund’s Xcel Energy XEL Stock Holding History

Illinois Municipal Retirement Fund’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 		$10.8M Buy
135,089
+36,395
+37% +$2.91M 0.12% 213
2026
Q1 		$7.84M Sell
98,694
-59,287
-38% -$4.65M 0.1% 240
2025
Q4 		$11.7M Buy
157,981
+47,413
+43% +$3.74M 0.15% 172
2025
Q3 		$8.92M Sell
110,568
-36,761
-25% -$2.66M 0.11% 226
2025
Q2 		$10M Buy
147,329
+35,410
+32% +$2.46M 0.14% 189
2025
Q1 		$7.92M Sell
111,919
-95,544
-46% -$6.5M 0.12% 233
2024
Q4 		$14M Sell
207,463
-25,825
-11% -$1.73M 0.2% 119
2024
Q3 		$15.2M Buy
233,288
+51,975
+29% +$3.08M 0.22% 108
2024
Q2 		$9.68M Buy
181,313
+16,878
+10% +$918K 0.15% 186
2024
Q1 		$8.84M Sell
164,435
-73,084
-31% -$4.17M 0.14% 212
2023
Q4 		$14.7M Buy
237,519
+19,272
+9% +$1.16M 0.25% 86
2023
Q3 		$12.5M Buy
218,247
+98,399
+82% +$5.91M 0.23% 100
2023
Q2 		$7.45M Sell
119,848
-66,519
-36% -$4.44M 0.15% 204
2023
Q1 		$12.6M Buy
186,367
+27,768
+18% +$1.87M 0.27% 99
2022
Q4 		$11.1M Buy
158,599
+63,191
+66% +$4.2M 0.25% 110
2022
Q3 		$6.11M Buy
95,408
+77,123
+422% +$5.61M 0.15% 202
2022
Q2 		$1.29M Buy
18,285
+8,444
+86% +$614K 0.03% 512
2022
Q1 		$710K Hold
9,841
– – 0.02% 589
2021
Q4 		$666K Sell
9,841
-22,682
-70% -$1.48M 0.02% 621
2021
Q3 		$2.03M Buy
32,523
+22,682
+230% +$1.53M 0.07% 303
2021
Q2 		$648K Hold
9,841
– – 0.03% 578
2021
Q1 		$655K Hold
9,841
– – 0.03% 564
2020
Q4 		$656K Buy
9,841
+161
+2% +$11.2K 0.03% 532
2020
Q3 		$668K Buy
+9,680
New +$660K 0.09% 306
2020
Q2 		– Sell
-21,336
Closed -$1.29M – 274
2020
Q1 		$1.29M Buy
21,336
+3,897
+22% +$254K 0.64% 55
2019
Q4 		$1.11M Buy
+17,439
New +$1.09M 0.42% 81

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 $3.38T AUM 44.17% 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

Illinois Municipal Retirement Fund's XEL Position: Q2 2026 in Review

Illinois Municipal Retirement Fund increased its Xcel Energy (XEL) stake by 37% in Q2 2026, buying an estimated $2.91M and bringing the position to 135,089 shares worth $10.8M. The position accounts for 0.12% of the portfolio, ranked #213.

Illinois Municipal Retirement Fund first reported a position in XEL in Q4 2019 and has held it in 26 quarters since. The position peaked at $15.2M in Q3 2024. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Illinois Municipal Retirement Fund held 135,089 shares of Xcel Energy worth $10.8M as of Q2 2026.
  • Illinois Municipal Retirement Fund bought 36,395 Xcel Energy shares in Q2 2026, an estimated $2.91M.
  • Xcel Energy made up 0.12% of Illinois Municipal Retirement Fund's portfolio in Q2 2026, its #213 holding.
  • Illinois Municipal Retirement Fund first reported a position in Xcel Energy in Q4 2019 and has held it in 26 quarters since.
  • Illinois Municipal Retirement Fund's Xcel Energy position peaked at $15.2M in Q3 2024.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Illinois Municipal Retirement Fund's 13F filing for Q2 2026, filed 12 Aug 2026.