iSAM Funds (UK)’s Xcel Energy XEL Stock Holding History

iSAM Funds (UK)’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 Q1	$2.07M	Sell	26,077 -20,068	-43%	-$1.57M	1.02%	16
2025 Q4	$3.41M	Buy	46,145 +41,389	+870%	+$3.26M	1.23%	13
2025 Q3	$384K	Buy	+4,756	New	+$344K	0.08%	314
2025 Q1	–	Sell	-4,437	Closed	-$300K	–	438
2024 Q4	$300K	Buy	+4,437	New	+$298K	0.22%	184
2024 Q2	–	Sell	-17,408	Closed	-$936K	–	383
2024 Q1	$936K	Buy	17,408 +5,432	+45%	+$310K	0.54%	61
2023 Q4	$741K	Buy	11,976 +4,733	+65%	+$284K	0.53%	67
2023 Q3	$414K	Buy	+7,243	New	+$435K	0.26%	126
2023 Q2	–	Sell	-11,431	Closed	-$771K	–	279
2023 Q1	$771K	Buy	+11,431	New	+$771K	0.98%	26

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

iSAM Funds (UK)'s XEL Position: Q1 2026 in Review

iSAM Funds (UK) reduced its Xcel Energy (XEL) stake by 43% in Q1 2026, selling an estimated $1.57M and leaving 26,077 shares worth $2.07M. The position accounts for 1.02% of the portfolio, ranked #16.

iSAM Funds (UK) first reported a position in XEL in Q1 2023 and has held it in 8 quarters since. The position peaked at $3.41M in Q4 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

iSAM Funds (UK) held 26,077 shares of Xcel Energy worth $2.07M as of Q1 2026.
iSAM Funds (UK) sold 20,068 Xcel Energy shares in Q1 2026, an estimated $1.57M.
Xcel Energy made up 1.02% of iSAM Funds (UK)'s portfolio in Q1 2026, its #16 holding.
iSAM Funds (UK) first reported a position in Xcel Energy in Q1 2023 and has held it in 8 quarters since.
iSAM Funds (UK)'s Xcel Energy position peaked at $3.41M in Q4 2025.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on iSAM Funds (UK)'s 13F filing for Q1 2026, filed 13 May 2026.