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International Assets Investment Management’s Xcel Energy XEL Stock Holding History

International Assets 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 		$373K Sell
4,677
-86
-2% -$6.87K 0.02% 601
2026
Q1 		$380K Sell
4,763
-162
-3% -$12.7K 0.03% 552
2025
Q4 		$364K Sell
4,925
-2,284
-32% -$180K 0.02% 568
2025
Q3 		$495K Hold
7,209
– – 0.04% 434
2025
Q2 		$491K Buy
7,209
+407
+6% +$28.2K 0.04% 440
2025
Q1 		$482K Buy
6,802
+229
+3% +$15.6K 0.04% 416
2024
Q4 		$439K Sell
6,573
-80,009
-92% -$5.37M 0.04% 449
2024
Q3 		$506K Buy
86,582
+79,858
+1,188% +$4.74M 0.04% 329
2024
Q2 		$359K Sell
6,724
-1,552
-19% -$84.4K 0.03% 477
2024
Q1 		$441K Sell
8,276
-1,434
-15% -$81.9K 0.05% 404
2023
Q4 		$601K Sell
9,710
-19,805
-67% -$1.19M 0.08% 289
2023
Q3 		$564K Buy
29,515
+2,430
+9% +$146K 0.08% 243
2023
Q2 		$460K Buy
+27,085
New +$1.81M 0.06% 290
2023
Q1 		– Sell
-33,169
Closed -$943K – 1373
2022
Q4 		$943K Buy
33,169
+25,804
+350% +$1.72M 0.1% 207
2022
Q3 		$471K Buy
7,365
+333
+5% +$24.2K 0.1% 206
2022
Q2 		$498K Buy
7,032
+1,127
+19% +$82K 0.04% 208
2022
Q1 		$426K Sell
5,905
-1,342
-19% -$92.2K 0.08% 261
2021
Q4 		$491K Sell
7,247
-1,536
-17% -$100K 0.09% 247
2021
Q3 		$549K Buy
8,783
+33
+0.4% +$2.23K 0.1% 224
2021
Q2 		$576K Sell
8,750
-23,002
-72% -$1.6M 0.11% 209
2021
Q1 		$2.12M Buy
31,752
+13,963
+78% +$883K 0.19% 112
2020
Q4 		$1.19M Buy
+17,789
New +$1.24M 0.22% 92

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

International Assets Investment Management's XEL Position: Q2 2026 in Review

International Assets Investment Management reduced its Xcel Energy (XEL) stake by 1.8% in Q2 2026, selling an estimated $6.87K and leaving 4,677 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #601.

International Assets Investment Management first reported a position in XEL in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.12M in Q1 2021. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • International Assets Investment Management held 4,677 shares of Xcel Energy worth $373K as of Q2 2026.
  • International Assets Investment Management sold 86 Xcel Energy shares in Q2 2026, an estimated $6.87K.
  • Xcel Energy made up 0.02% of International Assets Investment Management's portfolio in Q2 2026, its #601 holding.
  • International Assets Investment Management first reported a position in Xcel Energy in Q4 2020 and has held it in 22 quarters since.
  • International Assets Investment Management's Xcel Energy position peaked at $2.12M in Q1 2021.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.