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 Q2	–	Sell	-26,077	Closed	-$2.07M	–	440
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 $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

iSAM Funds (UK)'s XEL Position: Q2 2026 in Review

iSAM Funds (UK) sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 26,077 shares — an estimated $2.07M sold.

iSAM Funds (UK) first reported a position in XEL in Q1 2023 and held it in 8 quarters. The position peaked at $3.41M in Q4 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

iSAM Funds (UK) reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
iSAM Funds (UK) sold 26,077 Xcel Energy shares in Q2 2026, an estimated $2.07M.
iSAM Funds (UK) first reported a position in Xcel Energy in Q1 2023 and held it in 8 quarters.
iSAM Funds (UK)'s Xcel Energy position peaked at $3.41M in Q4 2025.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on iSAM Funds (UK)'s 13F filing for Q2 2026, filed 12 Aug 2026.