LI
XEL icon

Leeward Investments’s Xcel Energy XEL Stock Holding History

Leeward Investments’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 		$8.56M Buy
106,608
+2,572
+2% +$205K 0.39% 107
2026
Q1 		$8.26M Sell
104,036
-3,536
-3% -$277K 0.41% 108
2025
Q4 		$7.95M Sell
107,572
-31,447
-23% -$2.48M 0.4% 117
2025
Q3 		$11.2M Sell
139,019
-5,046
-4% -$365K 0.57% 75
2025
Q2 		$9.81M Sell
144,065
-2,570
-2% -$178K 0.52% 86
2025
Q1 		$10.4M Buy
+146,635
New +$9.98M 0.55% 79

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

Leeward Investments's XEL Position: Q2 2026 in Review

Leeward Investments increased its Xcel Energy (XEL) stake by 2.5% in Q2 2026, buying an estimated $205K and bringing the position to 106,608 shares worth $8.56M. The position accounts for 0.39% of the portfolio, ranked #107.

Leeward Investments first reported a position in XEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.2M in Q3 2025. 499 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Leeward Investments held 106,608 shares of Xcel Energy worth $8.56M as of Q2 2026.
  • Leeward Investments bought 2,572 Xcel Energy shares in Q2 2026, an estimated $205K.
  • Xcel Energy made up 0.39% of Leeward Investments's portfolio in Q2 2026, its #107 holding.
  • Leeward Investments first reported a position in Xcel Energy in Q1 2025 and has held it in 6 quarters since.
  • Leeward Investments's Xcel Energy position peaked at $11.2M in Q3 2025.
  • 499 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Leeward Investments's 13F filing for Q2 2026, filed 30 Jul 2026.