LMR Partners’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 | $8.41M | Buy |
105,921
+97,343
| +1,135% | +$7.64M | 0.02% | 481 |
|
|
2025
Q4 | $634K | Buy |
8,578
+4,285
| +100% | +$338K | ﹤0.01% | 1080 |
|
|
2025
Q3 | $346K | Buy |
4,293
+1,060
| +33% | +$76.7K | ﹤0.01% | 1144 |
|
|
2025
Q2 | $220K | Buy |
+3,233
| New | +$224K | ﹤0.01% | 1093 |
|
|
2024
Q1 | – | Sell |
-200,001
| Closed | -$12.4M | – | 1334 |
|
|
2023
Q4 | $12.4M | Sell |
200,001
-133,317
| -40% | -$8M | 0.14% | 171 |
|
|
2023
Q3 | $19.1M | Buy |
+333,318
| New | +$20M | 0.21% | 116 |
|
|
2023
Q2 | – | Sell |
-249,986
| Closed | -$16.9M | – | 1144 |
|
|
2023
Q1 | $16.9M | Buy |
249,986
+50,826
| +26% | +$3.43M | 0.26% | 99 |
|
|
2022
Q4 | $14M | Buy |
199,160
+167,967
| +538% | +$11.2M | 0.24% | 109 |
|
|
2022
Q3 | $2M | Buy |
+31,193
| New | +$2.27M | 0.04% | 536 |
|
|
2021
Q1 | – | Sell |
-15,086
| Closed | -$1.01M | – | 1066 |
|
|
2020
Q4 | $1.01M | Buy |
+15,086
| New | +$1.05M | 0.02% | 285 |
|
|
2020
Q3 | – | Sell |
-39,006
| Closed | -$2.44M | – | 653 |
|
|
2020
Q2 | $2.44M | Buy |
39,006
+30,003
| +333% | +$1.89M | 0.06% | 220 |
|
|
2020
Q1 | $563K | Buy |
9,003
+3,841
| +74% | +$250K | 0.03% | 163 |
|
|
2019
Q4 | $328 | Sell |
5,162
-8,612
| -63% | -$539K | ﹤0.01% | 345 |
|
|
2019
Q3 | $894K | Buy |
+13,774
| New | +$858K | 0.04% | 183 |
|
|
2019
Q2 | – | Sell |
-22,875
| Closed | -$1.29M | – | 595 |
|
|
2019
Q1 | $1.29M | Sell |
22,875
-9,964
| -30% | -$530K | 0.07% | 152 |
|
|
2018
Q4 | $1.62M | Buy |
+32,839
| New | +$1.65M | 0.08% | 137 |
|
|
2018
Q2 | – | Sell |
-13,797
| Closed | -$664K | – | 588 |
|
|
2018
Q1 | $664K | Hold |
13,797
| – | – | 0.07% | 232 |
|
|
2017
Q4 | $664K | Buy |
+13,797
| New | +$685K | 0.07% | 232 |
|
|
2017
Q3 | – | Sell |
-28,830
| Closed | -$1.32M | – | 568 |
|
|
2017
Q2 | $1.32M | Buy |
+28,830
| New | +$1.33M | 0.08% | 250 |
|
|
2017
Q1 | – | Sell |
-19,262
| Closed | -$784K | – | 488 |
|
|
2016
Q4 | $784K | Sell |
19,262
-2,026
| -10% | -$81K | 0.12% | 183 |
|
|
2016
Q3 | $875K | Buy |
21,288
+15,188
| +249% | +$649K | 0.08% | 209 |
|
|
2016
Q2 | $273K | Sell |
6,100
-39,014
| -86% | -$1.61M | 0.04% | 350 |
|
|
2016
Q1 | $1.89K | Buy |
+45,114
| New | +$1.76M | 0.21% | 88 |
|
|
2015
Q4 | – | Sell |
-21,787
| Closed | -$771K | – | 361 |
|
|
2015
Q3 | $771K | Buy |
21,787
+11,600
| +114% | +$394K | 0.08% | 195 |
|
|
2015
Q2 | $328K | Sell |
10,187
-10,548
| -51% | -$355K | 0.04% | 356 |
|
|
2015
Q1 | $722K | Buy |
+20,735
| New | +$741K | 0.1% | 233 |
|
Other funds holding XEL
VCM
VPM
LMR Partners's XEL Position: Q1 2026 in Review
LMR Partners increased its Xcel Energy (XEL) stake by 1,135% in Q1 2026, buying an estimated $7.64M and bringing the position to 105,921 shares worth $8.41M. The position accounts for 0.02% of the portfolio, ranked #481.
LMR Partners first reported a position in XEL in Q1 2015 and has held it in 26 quarters since. The position peaked at $19.1M in Q3 2023. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.
- LMR Partners held 105,921 shares of Xcel Energy worth $8.41M as of Q1 2026.
- LMR Partners bought 97,343 Xcel Energy shares in Q1 2026, an estimated $7.64M.
- Xcel Energy made up 0.02% of LMR Partners's portfolio in Q1 2026, its #481 holding.
- LMR Partners first reported a position in Xcel Energy in Q1 2015 and has held it in 26 quarters since.
- LMR Partners's Xcel Energy position peaked at $19.1M in Q3 2023.
- 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.
Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.