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LBP AM’s Xcel Energy XEL Stock Holding History

LBP AM’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 		$2.06M Hold
25,651
– – 0.02% 313
2026
Q1 		$2.04M Sell
25,651
-2,511
-9% -$197K 0.03% 275
2025
Q4 		$2.08M Sell
28,162
-1,425
-5% -$112K 0.02% 304
2025
Q3 		$2.39M Sell
29,587
-499
-2% -$36.1K 0.03% 276
2025
Q2 		$2.05M Sell
30,086
-553
-2% -$38.3K 0.03% 271
2025
Q1 		$2.17M Buy
+30,639
New +$2.09M 0.03% 265
2024
Q4 		– Sell
-68,577
Closed -$4.48M – 414
2024
Q3 		$4.48M Sell
68,577
-18,351
-21% -$1.09M 0.07% 191
2024
Q2 		$4.64M Sell
86,928
-2,733
-3% -$149K 0.19% 111
2024
Q1 		$4.82M Buy
89,661
+82,416
+1,138% +$4.71M 0.19% 119
2023
Q4 		$449K Sell
7,245
-51,014
-88% -$3.06M 0.01% 400
2023
Q3 		$3.33M Buy
58,259
+8,522
+17% +$512K 0.07% 231
2023
Q2 		$3.09M Buy
49,737
+24,141
+94% +$1.61M 0.07% 204
2023
Q1 		$1.73M Sell
25,596
-1,177
-4% -$79.4K 0.04% 305
2022
Q4 		$1.88M Buy
+26,773
New +$1.78M 0.05% 276

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

LBP AM's XEL Position: Q2 2026 in Review

LBP AM held its Xcel Energy (XEL) position steady in Q2 2026 at 25,651 shares worth $2.06M. The position accounts for 0.02% of the portfolio, ranked #313.

LBP AM first reported a position in XEL in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.82M in Q1 2024. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • LBP AM held 25,651 shares of Xcel Energy worth $2.06M as of Q2 2026.
  • LBP AM left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.02% of LBP AM's portfolio in Q2 2026, its #313 holding.
  • LBP AM first reported a position in Xcel Energy in Q4 2022 and has held it in 14 quarters since.
  • LBP AM's Xcel Energy position peaked at $4.82M in Q1 2024.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on LBP AM's 13F filing for Q2 2026, filed 24 Jul 2026.