Mackenzie Financial’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
Q2 | $8.64M | Buy |
107,653
+26,652
| +33% | +$2.13M | 0.01% | 680 |
|
|
2026
Q1 | $6.43M | Sell |
81,001
-77,822
| -49% | -$6.1M | 0.01% | 609 |
|
|
2025
Q4 | $11.8M | Sell |
158,823
-19,669
| -11% | -$1.55M | 0.01% | 473 |
|
|
2025
Q3 | $14.4M | Sell |
178,492
-8,648
| -5% | -$626K | 0.02% | 436 |
|
|
2025
Q2 | $12.7M | Sell |
187,140
-206,367
| -52% | -$14.3M | 0.02% | 445 |
|
|
2025
Q1 | $27.9M | Buy |
393,507
+249,182
| +173% | +$17M | 0.04% | 292 |
|
|
2024
Q4 | $9.74M | Sell |
144,325
-45,886
| -24% | -$3.08M | 0.01% | 466 |
|
|
2024
Q3 | $12.4M | Sell |
190,211
-27,308
| -13% | -$1.62M | 0.02% | 408 |
|
|
2024
Q2 | $11.6M | Sell |
217,519
-242,783
| -53% | -$13.2M | 0.02% | 411 |
|
|
2024
Q1 | $24.7M | Buy |
460,302
+280,954
| +157% | +$16M | 0.04% | 305 |
|
|
2023
Q4 | $11.1M | Buy |
179,348
+17,003
| +10% | +$1.02M | 0.02% | 417 |
|
|
2023
Q3 | $9.07M | Buy |
162,345
+101,521
| +167% | +$6.1M | 0.02% | 443 |
|
|
2023
Q2 | $3.83M | Sell |
60,824
-90,770
| -60% | -$6.06M | 0.01% | 607 |
|
|
2023
Q1 | $10.2M | Buy |
151,594
+952
| +0.6% | +$64.2K | 0.02% | 438 |
|
|
2022
Q4 | $10.6M | Sell |
150,642
-2,578
| -2% | -$172K | 0.02% | 406 |
|
|
2022
Q3 | $9.81M | Sell |
153,220
-859
| -0.6% | -$62.5K | 0.02% | 416 |
|
|
2022
Q2 | $10.9M | Buy |
154,079
+19,212
| +14% | +$1.4M | 0.02% | 420 |
|
|
2022
Q1 | $9.73M | Buy |
134,867
+4,019
| +3% | +$276K | 0.01% | 464 |
|
|
2021
Q4 | $8.86M | Buy |
130,848
+7,853
| +6% | +$512K | 0.01% | 500 |
|
|
2021
Q3 | $7.69M | Buy |
122,995
+70,801
| +136% | +$4.78M | 0.01% | 497 |
|
|
2021
Q2 | $3.44M | Buy |
52,194
+231
| +0.4% | +$16.1K | ﹤0.01% | 624 |
|
|
2021
Q1 | $3.46M | Sell |
51,963
-41,571
| -44% | -$2.63M | 0.01% | 594 |
|
|
2020
Q4 | $6.24M | Sell |
93,534
-4,670
| -5% | -$325K | 0.01% | 410 |
|
|
2020
Q3 | $6.78M | Buy |
98,204
+9,478
| +11% | +$647K | 0.02% | 357 |
|
|
2020
Q2 | $5.54M | Buy |
88,726
+8,654
| +11% | +$545K | 0.01% | 380 |
|
|
2020
Q1 | $4.83M | Buy |
80,072
+10,846
| +16% | +$707K | 0.02% | 352 |
|
|
2019
Q4 | $4.39M | Buy |
69,226
+22,383
| +48% | +$1.4M | 0.01% | 469 |
|
|
2019
Q3 | $3.04M | Buy |
46,843
+11
| +0% | +$685 | 0.01% | 539 |
|
|
2019
Q2 | $2.79M | Sell |
46,832
-82,646
| -64% | -$4.75M | 0.01% | 564 |
|
|
2019
Q1 | $7.28M | Buy |
129,478
+64,127
| +98% | +$3.41M | 0.02% | 434 |
|
|
2018
Q4 | $3.22M | Buy |
65,351
+40,976
| +168% | +$2.05M | 0.01% | 609 |
|
|
2018
Q3 | $1.15M | Buy |
24,375
+13,470
| +124% | +$636K | ﹤0.01% | 734 |
|
|
2018
Q2 | $498K | Buy |
10,905
+1,712
| +19% | +$76.7K | ﹤0.01% | 788 |
|
|
2018
Q1 | $418K | Buy |
+9,193
| New | +$410K | ﹤0.01% | 765 |
|
Other funds holding XEL
Mackenzie Financial's XEL Position: Q2 2026 in Review
Mackenzie Financial increased its Xcel Energy (XEL) stake by 33% in Q2 2026, buying an estimated $2.13M and bringing the position to 107,653 shares worth $8.64M. The position accounts for 0.01% of the portfolio, ranked #680.
Mackenzie Financial first reported a position in XEL in Q1 2018 and has held it in 34 quarters since. The position peaked at $27.9M in Q1 2025. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- Mackenzie Financial held 107,653 shares of Xcel Energy worth $8.64M as of Q2 2026.
- Mackenzie Financial bought 26,652 Xcel Energy shares in Q2 2026, an estimated $2.13M.
- Xcel Energy made up 0.01% of Mackenzie Financial's portfolio in Q2 2026, its #680 holding.
- Mackenzie Financial first reported a position in Xcel Energy in Q1 2018 and has held it in 34 quarters since.
- Mackenzie Financial's Xcel Energy position peaked at $27.9M in Q1 2025.
- 1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.