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LMR Partners’s Xcel Energy XEL Stock Holding History

LMR Partners’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
-69,000
Closed -$5.1M – 1922
2025
Q4 		$5.1M Buy
+69,000
New +$5.44M 0.01% 566

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

LMR Partners's XEL Position: Q2 2026 in Review

LMR Partners increased its Xcel Energy (XEL) stake by 16% in Q2 2026, buying an estimated $1.35M and bringing the position to 122,875 shares worth $9.87M. The position accounts for 0.04% of the portfolio, ranked #426.

LMR Partners first reported a position in XEL in Q1 2015 and has held it in 27 quarters since. The position peaked at $19.1M in Q3 2023. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • LMR Partners held 122,875 shares of Xcel Energy worth $9.87M as of Q2 2026.
  • LMR Partners bought 16,954 Xcel Energy shares in Q2 2026, an estimated $1.35M.
  • Xcel Energy made up 0.04% of LMR Partners's portfolio in Q2 2026, its #426 holding.
  • LMR Partners first reported a position in Xcel Energy in Q1 2015 and has held it in 27 quarters since.
  • LMR Partners's Xcel Energy position peaked at $19.1M in Q3 2023.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.