JG
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Joel Greenblatt’s Xcel Energy XEL Stock Holding History

Joel Greenblatt’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 		$689K Buy
8,578
+669
+8% +$53.4K ﹤0.01% 1432
2026
Q1 		$628K Buy
7,909
+3,781
+92% +$297K ﹤0.01% 1435
2025
Q4 		$305K Sell
4,128
-197
-5% -$15.5K ﹤0.01% 1558
2025
Q3 		$349K Sell
4,325
-1,431
-25% -$104K ﹤0.01% 1477
2025
Q2 		$392K Buy
5,756
+2,555
+80% +$177K ﹤0.01% 1389
2025
Q1 		$227K Sell
3,201
-44
-1% -$3K ﹤0.01% 1444
2024
Q4 		$219K Buy
3,245
+5
+0.2% +$335 ﹤0.01% 1340
2024
Q3 		$212K Buy
+3,240
New +$192K ﹤0.01% 1326
2024
Q2 		– Sell
-7,949
Closed -$427K – 1515
2024
Q1 		$427K Sell
7,949
-4,475
-36% -$256K 0.01% 1099
2023
Q4 		$769K Buy
12,424
+6,791
+121% +$407K 0.01% 856
2023
Q3 		$322K Buy
+5,633
New +$339K 0.01% 1098
2022
Q4 		– Sell
-5,164
Closed -$330K – 1322
2022
Q3 		$330K Buy
5,164
+2,254
+77% +$164K 0.01% 957
2022
Q2 		$206K Buy
+2,910
New +$212K 0.01% 1036
2020
Q4 		– Sell
-3,020
Closed -$208K – 1112
2020
Q3 		$208K Buy
+3,020
New +$206K 0.01% 930
2020
Q2 		– Sell
-12,634
Closed -$762K – 1218
2020
Q1 		$762K Buy
+12,634
New +$823K 0.02% 619
2019
Q4 		– Sell
-3,110
Closed -$202K – 1231
2019
Q3 		$202K Sell
3,110
-1,101
-26% -$68.6K ﹤0.01% 1015
2019
Q2 		$251K Buy
+4,211
New +$242K ﹤0.01% 1002
2018
Q3 		– Sell
-18,024
Closed -$823K – 1037
2018
Q2 		$823K Buy
18,024
+7,743
+75% +$347K 0.01% 613
2018
Q1 		$468K Buy
+10,281
New +$458K 0.01% 724
2017
Q2 		– Sell
-6,143
Closed -$273K – 1104
2017
Q1 		$273K Buy
+6,143
New +$260K ﹤0.01% 874

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 $3.37T AUM 44.26% 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

Joel Greenblatt's XEL Position: Q2 2026 in Review

Joel Greenblatt increased its Xcel Energy (XEL) stake by 8.5% in Q2 2026, buying an estimated $53.4K and bringing the position to 8,578 shares worth $689K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

Joel Greenblatt first reported a position in XEL in Q1 2017 and has held it in 20 quarters since. The position peaked at $823K in Q2 2018. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Joel Greenblatt held 8,578 shares of Xcel Energy worth $689K as of Q2 2026.
  • Joel Greenblatt bought 669 Xcel Energy shares in Q2 2026, an estimated $53.4K.
  • Xcel Energy made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1432 holding.
  • Joel Greenblatt first reported a position in Xcel Energy in Q1 2017 and has held it in 20 quarters since.
  • Joel Greenblatt's Xcel Energy position peaked at $823K in Q2 2018.
  • 1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.