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Lazari Capital Management’s Xcel Energy XEL Stock Holding History

Lazari Capital Management’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 		$292K Buy
3,634
+6
+0.2% +$479 0.09% 134
2026
Q1 		$288K Buy
3,628
+8
+0.2% +$627 0.1% 123
2025
Q4 		$267K Buy
3,620
+6
+0.2% +$473 0.09% 126
2025
Q3 		$291K Buy
3,614
+8
+0.2% +$579 0.1% 116
2025
Q2 		$246K Buy
3,606
+7
+0.2% +$485 0.09% 121
2025
Q1 		$255K Sell
3,599
-243
-6% -$16.5K 0.1% 111
2024
Q4 		$259K Buy
3,842
+8
+0.2% +$537 0.1% 115
2024
Q3 		$250K Buy
3,834
+9
+0.2% +$534 0.11% 122
2024
Q2 		$204K Buy
3,825
+9
+0.2% +$490 0.09% 127
2024
Q1 		$205K Buy
3,816
+118
+3% +$6.74K 0.11% 108
2023
Q4 		$229K Buy
3,698
+8
+0.2% +$480 0.13% 95
2023
Q3 		$211K Buy
3,690
+7
+0.2% +$421 0.13% 98
2023
Q2 		$229K Buy
+3,683
New +$246K 0.13% 100

Other funds holding XEL

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Lazari Capital Management's XEL Position: Q2 2026 in Review

Lazari Capital Management increased its Xcel Energy (XEL) stake by 0.17% in Q2 2026, buying an estimated $479 and bringing the position to 3,634 shares worth $292K. The position accounts for 0.09% of the portfolio, ranked #134.

Lazari Capital Management first reported a position in XEL in Q2 2023 and has held it in 13 quarters since. 522 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Lazari Capital Management held 3,634 shares of Xcel Energy worth $292K as of Q2 2026.
  • Lazari Capital Management bought 6 Xcel Energy shares in Q2 2026, an estimated $479.
  • Xcel Energy made up 0.09% of Lazari Capital Management's portfolio in Q2 2026, its #134 holding.
  • Lazari Capital Management first reported a position in Xcel Energy in Q2 2023 and has held it in 13 quarters since.
  • 522 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.