Jain Global’s Xcel Energy XEL Stock Holding History

Jain Global’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	-85,804	Closed	-$6.82M	–	2078
2026 Q1	$6.82M	Sell	85,804 -34,251	-29%	-$2.69M	0.03%	419
2025 Q4	$8.87M	Buy	120,055 +79,949	+199%	+$6.31M	0.04%	349
2025 Q3	$3.23M	Buy	+40,106	New	+$2.9M	0.02%	442

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

Jain Global's XEL Position: Q2 2026 in Review

Jain Global sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 85,804 shares — an estimated $6.82M sold.

Jain Global first reported a position in XEL in Q3 2025 and held it in 3 quarters. The position peaked at $8.87M in Q4 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Jain Global reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
Jain Global sold 85,804 Xcel Energy shares in Q2 2026, an estimated $6.82M.
Jain Global first reported a position in Xcel Energy in Q3 2025 and held it in 3 quarters.
Jain Global's Xcel Energy position peaked at $8.87M in Q4 2025.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Jain Global's 13F filing for Q2 2026, filed 14 Aug 2026.