Intact Investment Management’s Xcel Energy XEL Stock Holding History

Intact Investment 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	$6.3M	Buy	78,400 +4,000	+5%	+$319K	0.18%	114
2026 Q1	$5.91M	Hold	74,400	–	–	0.17%	119
2025 Q4	$5.5M	Sell	74,400 -8,700	-10%	-$686K	0.16%	125
2025 Q3	$6.7M	Buy	83,100 +15,600	+23%	+$1.13M	0.2%	98
2025 Q2	$4.6M	Sell	67,500 -14,200	-17%	-$985K	0.16%	128
2025 Q1	$5.78M	Hold	81,700	–	–	0.2%	110
2024 Q4	$5.52M	Sell	81,700 -39,850	-33%	-$2.67M	0.19%	111
2024 Q3	$7.94M	Buy	121,550 +9,400	+8%	+$558K	0.26%	94
2024 Q2	$5.99M	Buy	112,150 +50,050	+81%	+$2.72M	0.22%	98
2024 Q1	$3.34M	Buy	62,100 +3,200	+5%	+$183K	0.13%	145
2023 Q4	$3.65M	Sell	58,900 -11,500	-16%	-$690K	0.15%	137
2023 Q3	$4.03M	Buy	+70,400	New	+$4.23M	0.17%	113
2015 Q4	–	Sell	-13,700	Closed	-$485K	–	269
2015 Q3	$485K	Hold	13,700	–	–	0.02%	181
2015 Q2	$440K	Hold	13,700	–	–	0.02%	196
2015 Q1	$477K	Sell	13,700 -1,800	-12%	-$64.4K	0.02%	214
2014 Q4	$556K	Hold	15,500	–	–	0.02%	198
2014 Q3	$471K	Hold	15,500	–	–	0.02%	211
2014 Q2	$499K	Hold	15,500	–	–	0.02%	183
2014 Q1	$471K	Hold	15,500	–	–	0.02%	183
2013 Q4	$433K	Hold	15,500	–	–	0.02%	169
2013 Q3	$428K	Buy	+15,500	New	+$443K	0.02%	161

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

Intact Investment Management's XEL Position: Q2 2026 in Review

Intact Investment Management increased its Xcel Energy (XEL) stake by 5.4% in Q2 2026, buying an estimated $319K and bringing the position to 78,400 shares worth $6.3M. The position accounts for 0.18% of the portfolio, ranked #114.

Intact Investment Management first reported a position in XEL in Q3 2013 and has held it in 21 quarters since. The position peaked at $7.94M in Q3 2024. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Intact Investment Management held 78,400 shares of Xcel Energy worth $6.3M as of Q2 2026.
Intact Investment Management bought 4,000 Xcel Energy shares in Q2 2026, an estimated $319K.
Xcel Energy made up 0.18% of Intact Investment Management's portfolio in Q2 2026, its #114 holding.
Intact Investment Management first reported a position in Xcel Energy in Q3 2013 and has held it in 21 quarters since.
Intact Investment Management's Xcel Energy position peaked at $7.94M in Q3 2024.
1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Intact Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.