Loomis, Sayles & Company
XEL icon

Loomis, Sayles & Company’s Xcel Energy XEL Stock Holding History

Loomis, Sayles & Company’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 		$106K Buy
1,314
+307
+30% +$24.5K ﹤0.01% 584
2026
Q1 		$80K Buy
1,007
+4
+0.4% +$314 ﹤0.01% 604
2025
Q4 		$74.1K Buy
1,003
+98
+11% +$7.73K ﹤0.01% 593
2025
Q3 		$73K Sell
905
-228
-20% -$16.5K ﹤0.01% 583
2025
Q2 		$77.2K Buy
1,133
+868
+328% +$60.2K ﹤0.01% 585
2025
Q1 		$19K Buy
265
+37
+16% +$2.52K ﹤0.01% 699
2024
Q4 		$15K Buy
+228
New +$15.3K ﹤0.01% 698
2024
Q2 		– Sell
-224
Closed -$12K – 759
2024
Q1 		$12K Sell
224
-414
-65% -$23.6K ﹤0.01% 677
2023
Q4 		$39K Sell
638
-485
-43% -$29.1K ﹤0.01% 635
2023
Q3 		$64K Buy
1,123
+188
+20% +$11.3K ﹤0.01% 577
2023
Q2 		$58K Sell
935
-229
-20% -$15.3K ﹤0.01% 594
2023
Q1 		$79K Sell
1,164
-208
-15% -$14K ﹤0.01% 561
2022
Q4 		$96K Buy
1,372
+307
+29% +$20.4K ﹤0.01% 547
2022
Q3 		$68K Buy
1,065
+1,039
+3,996% +$75.6K ﹤0.01% 548
2022
Q2 		$2K Sell
26
-55
-68% -$4K ﹤0.01% 903
2022
Q1 		$6K Buy
+81
New +$5.57K ﹤0.01% 778
2020
Q3 		– Sell
-161
Closed -$10K – 737
2020
Q2 		$10K Sell
161
-9
-5% -$567 ﹤0.01% 654
2020
Q1 		$10K Hold
170
– – ﹤0.01% 684
2019
Q4 		$11K Sell
170
-810
-83% -$50.7K ﹤0.01% 701
2019
Q3 		$64K Buy
+980
New +$61.1K ﹤0.01% 599
2016
Q2 		– Sell
-141
Closed -$6K – 1138
2016
Q1 		$6K Sell
141
-161
-53% -$6.28K ﹤0.01% 928
2015
Q4 		$11K Sell
302
-7,551
-96% -$270K ﹤0.01% 852
2015
Q3 		$278K Buy
+7,853
New +$267K ﹤0.01% 679

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

Loomis, Sayles & Company's XEL Position: Q2 2026 in Review

Loomis, Sayles & Company increased its Xcel Energy (XEL) stake by 30% in Q2 2026, buying an estimated $24.5K and bringing the position to 1,314 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Loomis, Sayles & Company first reported a position in XEL in Q3 2015 and has held it in 23 quarters since. The position peaked at $278K in Q3 2015. 1,285 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Loomis, Sayles & Company held 1,314 shares of Xcel Energy worth $106K as of Q2 2026.
  • Loomis, Sayles & Company bought 307 Xcel Energy shares in Q2 2026, an estimated $24.5K.
  • Xcel Energy made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q2 2026, its #584 holding.
  • Loomis, Sayles & Company first reported a position in Xcel Energy in Q3 2015 and has held it in 23 quarters since.
  • Loomis, Sayles & Company's Xcel Energy position peaked at $278K in Q3 2015.
  • 1,285 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.