Ken Fisher
XEL icon

Ken Fisher’s Xcel Energy XEL Stock Holding History

Ken Fisher’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 		$229K Sell
2,851
-3,940
-58% -$314K ﹤0.01% 996
2026
Q1 		$539K Buy
6,791
+948
+16% +$74.4K ﹤0.01% 778
2025
Q4 		$432K Buy
5,843
+1,860
+47% +$147K ﹤0.01% 801
2025
Q3 		$321K Buy
+3,983
New +$288K ﹤0.01% 874
2025
Q2 		– Sell
-2,866
Closed -$203K – 1087
2025
Q1 		$203K Buy
+2,866
New +$195K ﹤0.01% 977
2022
Q1 		– Sell
-5,773
Closed -$391K – 1018
2021
Q4 		$391K Sell
5,773
-1,079
-16% -$70.3K ﹤0.01% 804
2021
Q3 		$428K Buy
6,852
+640
+10% +$43.2K ﹤0.01% 752
2021
Q2 		$409K Sell
6,212
-584
-9% -$40.7K ﹤0.01% 749
2021
Q1 		$452K Sell
6,796
-1,076
-14% -$68K ﹤0.01% 719
2020
Q4 		$525K Buy
+7,872
New +$549K ﹤0.01% 702
2020
Q3 		– Sell
-3,281
Closed -$205K – 896
2020
Q2 		$205K Buy
+3,281
New +$207K ﹤0.01% 778
2018
Q4 		– Sell
-6,956
Closed -$328K – 855
2018
Q3 		$328K Buy
+6,956
New +$328K ﹤0.01% 700
2018
Q2 		– Sell
-5,575
Closed -$254K – 837
2018
Q1 		$254K Buy
5,575
+27
+0.5% +$1.2K ﹤0.01% 707
2017
Q4 		$267K Buy
5,548
+688
+14% +$34.1K ﹤0.01% 763
2017
Q3 		$230K Buy
+4,860
New +$233K ﹤0.01% 731

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

Ken Fisher's XEL Position: Q2 2026 in Review

Ken Fisher reduced its Xcel Energy (XEL) stake by 58% in Q2 2026, selling an estimated $314K and leaving 2,851 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Ken Fisher first reported a position in XEL in Q3 2017 and has held it in 15 quarters since. The position peaked at $539K in Q1 2026. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Ken Fisher held 2,851 shares of Xcel Energy worth $229K as of Q2 2026.
  • Ken Fisher sold 3,940 Xcel Energy shares in Q2 2026, an estimated $314K.
  • Xcel Energy made up ﹤0.01% of Ken Fisher's portfolio in Q2 2026, its #996 holding.
  • Ken Fisher first reported a position in Xcel Energy in Q3 2017 and has held it in 15 quarters since.
  • Ken Fisher's Xcel Energy position peaked at $539K in Q1 2026.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.