John Overdeck’s Xcel Energy XEL Stock Holding History

John Overdeck’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
2022 Q1	–	Sell	-4,000	Closed	-$271K	–	4497
2021 Q4	$271K	Buy	+4,000	New	+$261K	﹤0.01%	3712
2021 Q3	–	Sell	-4,000	Closed	-$264K	–	4783
2021 Q2	$264K	Buy	+4,000	New	+$278K	﹤0.01%	3604
2021 Q1	–	Sell	-5,600	Closed	-$373K	–	4293
2020 Q4	$373K	Buy	+5,600	New	+$390K	﹤0.01%	2709
2020 Q1	–	Sell	-6,900	Closed	-$438K	–	3905
2019 Q4	$438K	Sell	6,900 -2,000	-22%	-$125K	﹤0.01%	2901
2019 Q3	$578K	Buy	8,900 +2,900	+48%	+$181K	﹤0.01%	2439
2019 Q2	$357K	Buy	+6,000	New	+$345K	﹤0.01%	2752
2018 Q3	–	Sell	-7,300	Closed	-$333K	–	3648
2018 Q2	$333K	Buy	+7,300	New	+$327K	﹤0.01%	2889
2016 Q3	–	Sell	-20,200	Closed	-$905K	–	3422
2016 Q2	$905K	Sell	20,200 -10,000	-33%	-$414K	﹤0.01%	1824
2016 Q1	$1.26M	Buy	+30,200	New	+$1.18M	0.01%	1465

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

John Overdeck's XEL Position: Q2 2026 in Review

John Overdeck reduced its Xcel Energy (XEL) stake by 88% in Q2 2026, selling an estimated $47.4M and leaving 79,583 shares worth $6.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1909.

John Overdeck first reported a position in XEL in Q1 2015 and has held it in 36 quarters since. The position peaked at $79.2M in Q4 2021. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

John Overdeck held 79,583 shares of Xcel Energy worth $6.39M as of Q2 2026.
John Overdeck sold 593,815 Xcel Energy shares in Q2 2026, an estimated $47.4M.
Xcel Energy made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #1909 holding.
John Overdeck first reported a position in Xcel Energy in Q1 2015 and has held it in 36 quarters since.
John Overdeck's Xcel Energy position peaked at $79.2M in Q4 2021.
1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.