Livforsakringsbolaget Skandia’s Xcel Energy XEL Stock Holding History

Livforsakringsbolaget Skandia’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 Q1	–	Sell	-3,456	Closed	-$257K	–	497
2025 Q4	$257K	Buy	3,456 +24	+0.7%	+$1.89K	0.01%	303
2025 Q3	$278K	Hold	3,432	–	–	0.01%	313
2025 Q2	$235K	Hold	3,432	–	–	0.01%	358
2025 Q1	$245K	Hold	3,432	–	–	0.01%	352
2024 Q4	$232K	Hold	3,432	–	–	0.01%	371
2024 Q3	$224K	Buy	3,432 +2,503	+269%	+$148K	0.01%	392
2024 Q2	$50K	Hold	929	–	–	﹤0.01%	381
2024 Q1	$50.3K	Hold	929	–	–	﹤0.01%	397
2023 Q4	$57.9K	Buy	929 +600	+182%	+$36K	0.01%	376
2023 Q3	$19K	Hold	329	–	–	﹤0.01%	468
2023 Q2	$20.6K	Hold	329	–	–	﹤0.01%	467
2023 Q1	$22.3K	Hold	329	–	–	﹤0.01%	459
2022 Q4	$23.2K	Hold	329	–	–	﹤0.01%	451
2022 Q3	$21K	Sell	329 -1,500	-82%	-$109K	﹤0.01%	457
2022 Q2	$129K	Buy	1,829 +1,400	+326%	+$102K	0.01%	421
2022 Q1	$31K	Hold	429	–	–	﹤0.01%	610
2021 Q4	$29K	Sell	429 -529	-55%	-$34.5K	﹤0.01%	617
2021 Q3	$62K	Buy	958 +429	+81%	+$29K	﹤0.01%	620
2021 Q2	$35K	Sell	529 -7,200	-93%	-$501K	﹤0.01%	654
2021 Q1	$514K	Hold	7,729	–	–	0.04%	314
2020 Q4	$515K	Buy	7,729 +2,300	+42%	+$160K	0.04%	301
2020 Q3	$375K	Hold	5,429	–	–	0.04%	273
2020 Q2	$339K	Hold	5,429	–	–	0.04%	288
2020 Q1	$327K	Buy	5,429 +1,700	+46%	+$111K	0.05%	266
2019 Q4	$237K	Sell	3,729 -2,300	-38%	-$144K	0.03%	303
2019 Q3	$391K	Hold	6,029	–	–	0.05%	279
2019 Q2	$359K	Buy	6,029 +1,500	+33%	+$86.2K	0.04%	281
2019 Q1	$255K	Hold	4,529	–	–	0.03%	308
2018 Q4	$223K	Hold	4,529	–	–	0.03%	303
2018 Q3	$214K	Sell	4,529 -3,200	-41%	-$151K	0.03%	366
2018 Q2	$353K	Hold	7,729	–	–	0.03%	363
2018 Q1	$351K	Hold	7,729	–	–	0.03%	363
2017 Q4	$372K	Sell	7,729 -2,000	-21%	-$99.3K	0.04%	357
2017 Q3	$460K	Hold	9,729	–	–	0.04%	354
2017 Q2	$446K	Hold	9,729	–	–	0.04%	359
2017 Q1	$432K	Sell	9,729 -23,300	-71%	-$987K	0.04%	357
2016 Q4	$1.34K	Buy	+33,029	New	+$1.32M	0.07%	297
2016 Q3	–	Sell	-52,129	Closed	-$2.33M	–	684
2016 Q2	$2.33M	Buy	52,129 +14,200	+37%	+$588K	0.1%	230
2016 Q1	$1.59M	Sell	37,929 -16,000	-30%	-$624K	0.07%	286
2015 Q4	$1.94M	Hold	53,929	–	–	0.09%	239
2015 Q3	$1.91M	Hold	53,929	–	–	0.1%	233
2015 Q2	$1.74M	Hold	53,929	–	–	0.08%	280
2015 Q1	$1.88M	Buy	53,929 +12,600	+30%	+$451K	0.09%	273
2014 Q4	$1.49M	Sell	41,329 -30,200	-42%	-$1.01M	0.07%	357
2014 Q3	$2.17M	Hold	71,529	–	–	0.08%	284
2014 Q2	$2.31M	Hold	71,529	–	–	0.08%	270
2014 Q1	$2.17M	Buy	+71,529	New	+$2.09M	0.08%	276

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Livforsakringsbolaget Skandia's XEL Position: Q1 2026 in Review

Livforsakringsbolaget Skandia sold out of Xcel Energy (XEL) in Q1 2026, closing a stake of 3,456 shares — an estimated $257K sold.

Livforsakringsbolaget Skandia first reported a position in XEL in Q1 2014 and held it in 47 quarters. The position peaked at $2.33M in Q2 2016. 1,270 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Livforsakringsbolaget Skandia reported no remaining Xcel Energy position as of Q1 2026 after selling out during the quarter.
Livforsakringsbolaget Skandia sold 3,456 Xcel Energy shares in Q1 2026, an estimated $257K.
Livforsakringsbolaget Skandia first reported a position in Xcel Energy in Q1 2014 and held it in 47 quarters.
Livforsakringsbolaget Skandia's Xcel Energy position peaked at $2.33M in Q2 2016.
1,270 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Livforsakringsbolaget Skandia's 13F filing for Q1 2026, filed 5 May 2026.