Kennedy Capital Management’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$243K Sell
3,057
-17
-0.6% -$1.33K 0.01% 526
2025
Q4
$227K Hold
3,074
﹤0.01% 528
2025
Q3
$248K Hold
3,074
0.01% 550
2025
Q2
$209K Hold
3,074
0.01% 567
2025
Q1
$218K Sell
3,074
-125
-4% -$8.51K 0.01% 625
2024
Q4
$216K Buy
3,199
+9
+0.3% +$604 ﹤0.01% 658
2024
Q3
$208K Buy
+3,190
New +$189K ﹤0.01% 674
2019
Q4
Sell
-85,212
Closed -$5.53M 734
2019
Q3
$5.53M Sell
85,212
-24,952
-23% -$1.55M 0.14% 289
2019
Q2
$6.55M Buy
110,164
+539
+0.5% +$31K 0.16% 245
2019
Q1
$6.16M Sell
109,625
-1,812
-2% -$96.4K 0.15% 269
2018
Q4
$5.49M Buy
111,437
+1,477
+1% +$74.1K 0.14% 284
2018
Q3
$5.19M Sell
109,960
-590
-0.5% -$27.9K 0.1% 388
2018
Q2
$5.05M Buy
110,550
+51
+0% +$2.28K 0.09% 413
2018
Q1
$5.03M Sell
110,499
-8,433
-7% -$376K 0.1% 399
2017
Q4
$5.72M Sell
118,932
-13,695
-10% -$680K 0.1% 377
2017
Q3
$6.28M Sell
132,627
-4,368
-3% -$210K 0.11% 322
2017
Q2
$6.29M Sell
136,995
-3,428
-2% -$158K 0.12% 304
2017
Q1
$6.24M Sell
140,423
-3,356
-2% -$142K 0.11% 328
2016
Q4
$5.85M Sell
143,779
-33,561
-19% -$1.34M 0.1% 349
2016
Q3
$7.3M Sell
177,340
-6,570
-4% -$281K 0.14% 261
2016
Q2
$8.23M Sell
183,910
-28,285
-13% -$1.17M 0.17% 214
2016
Q1
$8.87M Sell
212,195
-18,119
-8% -$706K 0.18% 183
2015
Q4
$8.27M Buy
230,314
+48,566
+27% +$1.73M 0.17% 207
2015
Q3
$6.44M Sell
181,748
-3,269
-2% -$111K 0.13% 286
2015
Q2
$5.95M Sell
185,017
-2,443
-1% -$82.2K 0.11% 345
2015
Q1
$6.53M Buy
187,460
+7,912
+4% +$283K 0.11% 329
2014
Q4
$6.45M Buy
179,548
+6,412
+4% +$215K 0.12% 319
2014
Q3
$5.26M Buy
173,136
+3,663
+2% +$115K 0.1% 356
2014
Q2
$5.46M Buy
169,473
+1,912
+1% +$59.3K 0.1% 353
2014
Q1
$5.09M Buy
167,561
+1,662
+1% +$48.5K 0.1% 366
2013
Q4
$4.63M Sell
165,899
-1,072
-0.6% -$30.3K 0.09% 399
2013
Q3
$4.61M Buy
166,971
+2,079
+1% +$59.4K 0.09% 389
2013
Q2
$4.67M Buy
+164,892
New +$4.93M 0.1% 368

Other funds holding XEL

Kennedy Capital Management's XEL Position: Q1 2026 in Review

Kennedy Capital Management reduced its Xcel Energy (XEL) stake by 0.55% in Q1 2026, selling an estimated $1.33K and leaving 3,057 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #526.

Kennedy Capital Management first reported a position in XEL in Q2 2013 and has held it in 33 quarters since. The position peaked at $8.87M in Q1 2016. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Kennedy Capital Management held 3,057 shares of Xcel Energy worth $243K as of Q1 2026.
  • Kennedy Capital Management sold 17 Xcel Energy shares in Q1 2026, an estimated $1.33K.
  • Xcel Energy made up 0.01% of Kennedy Capital Management's portfolio in Q1 2026, its #526 holding.
  • Kennedy Capital Management first reported a position in Xcel Energy in Q2 2013 and has held it in 33 quarters since.
  • Kennedy Capital Management's Xcel Energy position peaked at $8.87M in Q1 2016.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.