Machina Capital’s Xcel Energy XEL Stock Holding History

Machina Capital’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	$2.79M	Buy	34,776 +10,290	+42%	+$821K	0.44%	80
2026 Q1	$1.95M	Buy	24,486 +8,273	+51%	+$649K	0.38%	89
2025 Q4	$1.2M	Buy	16,213 +659	+4%	+$52K	0.23%	154
2025 Q3	$1.25M	Sell	15,554 -16,957	-52%	-$1.23M	0.22%	155
2025 Q2	$2.21M	Buy	+32,511	New	+$2.25M	0.46%	78
2025 Q1	–	Sell	-4,125	Closed	-$279K	–	391
2024 Q4	$279K	Sell	4,125 -20,396	-83%	-$1.37M	0.12%	225
2024 Q3	$1.6M	Buy	24,521 +2,897	+13%	+$172K	0.64%	42
2024 Q2	$1.15M	Sell	21,624 -13,042	-38%	-$709K	0.52%	67
2024 Q1	$1.86M	Buy	+34,666	New	+$1.98M	0.98%	12
2022 Q2	–	Sell	-3,055	Closed	-$220K	–	185
2022 Q1	$220K	Sell	3,055 -1,845	-38%	-$127K	0.48%	106
2021 Q4	$332K	Buy	+4,900	New	+$319K	0.8%	57
2019 Q3	–	Sell	-3,948	Closed	-$235K	–	520
2019 Q2	$235K	Sell	3,948 -16,215	-80%	-$932K	0.09%	245
2019 Q1	$1.13M	Buy	20,163 +6,279	+45%	+$334K	0.45%	79
2018 Q4	$684K	Buy	+13,884	New	+$696K	0.45%	90

Other funds holding XEL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Machina Capital's XEL Position: Q2 2026 in Review

Machina Capital increased its Xcel Energy (XEL) stake by 42% in Q2 2026, buying an estimated $821K and bringing the position to 34,776 shares worth $2.79M. The position accounts for 0.44% of the portfolio, ranked #80.

Machina Capital first reported a position in XEL in Q4 2018 and has held it in 14 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Machina Capital held 34,776 shares of Xcel Energy worth $2.79M as of Q2 2026.
Machina Capital bought 10,290 Xcel Energy shares in Q2 2026, an estimated $821K.
Xcel Energy made up 0.44% of Machina Capital's portfolio in Q2 2026, its #80 holding.
Machina Capital first reported a position in Xcel Energy in Q4 2018 and has held it in 14 quarters since.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Machina Capital's 13F filing for Q2 2026, filed 10 Aug 2026.