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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return