Magellan Asset Management’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
Q1 | $184M | Buy |
2,316,759
+205,250
| +10% | +$16.1M | 2.39% | 16 |
|
|
2025
Q4 | $156M | Sell |
2,111,509
-14,028
| -0.7% | -$1.11M | 1.9% | 21 |
|
|
2025
Q3 | $171M | Buy |
2,125,537
+122,487
| +6% | +$8.86M | 2.03% | 21 |
|
|
2025
Q2 | $136M | Sell |
2,003,050
-70,255
| -3% | -$4.87M | 1.56% | 26 |
|
|
2025
Q1 | $147M | Sell |
2,073,305
-326,819
| -14% | -$22.2M | 1.78% | 27 |
|
|
2024
Q4 | $162M | Sell |
2,400,124
-1,353,285
| -36% | -$90.8M | 1.78% | 25 |
|
|
2024
Q3 | $245M | Buy |
3,753,409
+296,205
| +9% | +$17.6M | 2.44% | 19 |
|
|
2024
Q2 | $185M | Buy |
3,457,204
+463,418
| +15% | +$25.2M | 1.76% | 26 |
|
|
2024
Q1 | $161M | Buy |
2,993,786
+213,722
| +8% | +$12.2M | 1.54% | 27 |
|
|
2023
Q4 | $172M | Sell |
2,780,064
-441,286
| -14% | -$26.5M | 1.71% | 25 |
|
|
2023
Q3 | $184M | Sell |
3,221,350
-61,993
| -2% | -$3.73M | 1.96% | 23 |
|
|
2023
Q2 | $204M | Sell |
3,283,343
-3,304,875
| -50% | -$221M | 1.82% | 22 |
|
|
2023
Q1 | $444M | Sell |
6,588,218
-688,702
| -9% | -$46.5M | 3.79% | 10 |
|
|
2022
Q4 | $510M | Sell |
7,276,920
-804,224
| -10% | -$53.5M | 4.36% | 7 |
|
|
2022
Q3 | $517M | Sell |
8,081,144
-288,454
| -3% | -$21M | 3.61% | 12 |
|
|
2022
Q2 | $592M | Sell |
8,369,598
-1,407,726
| -14% | -$102M | 3.23% | 13 |
|
|
2022
Q1 | $706M | Sell |
9,777,324
-12,674,664
| -56% | -$871M | 2.73% | 17 |
|
|
2021
Q4 | $1.52B | Sell |
22,451,988
-6,938,181
| -24% | -$452M | 3.87% | 14 |
|
|
2021
Q3 | $1.84B | Sell |
29,390,169
-589,597
| -2% | -$39.8M | 3.67% | 13 |
|
|
2021
Q2 | $1.98B | Sell |
29,979,766
-5,863,718
| -16% | -$408M | 3.91% | 13 |
|
|
2021
Q1 | $2.38B | Buy |
35,843,484
+1,867,786
| +5% | +$118M | 4.99% | 10 |
|
|
2020
Q4 | $2.27B | Buy |
33,975,698
+1,168,898
| +4% | +$81.5M | 5.24% | 8 |
|
|
2020
Q3 | $2.26B | Buy |
32,806,800
+365,700
| +1% | +$25M | 5.78% | 7 |
|
|
2020
Q2 | $2.03B | Buy |
32,441,100
+2,152,404
| +7% | +$136M | 6.07% | 7 |
|
|
2020
Q1 | $1.83B | Sell |
30,288,696
-752,116
| -2% | -$49M | 6.29% | 8 |
|
|
2019
Q4 | $1.97B | Buy |
31,040,812
+8,116,737
| +35% | +$508M | 5.19% | 9 |
|
|
2019
Q3 | $1.49B | Buy |
22,924,075
+11,203,206
| +96% | +$698M | 4.28% | 12 |
|
|
2019
Q2 | $697M | Buy |
11,720,869
+8,204,411
| +233% | +$472M | 2.01% | 16 |
|
|
2019
Q1 | $198M | Buy |
3,516,458
+351,985
| +11% | +$18.7M | 0.63% | 22 |
|
|
2018
Q4 | $156M | Buy |
3,164,473
+413,054
| +15% | +$20.7M | 0.57% | 23 |
|
|
2018
Q3 | $130M | Buy |
2,751,419
+2,371,756
| +625% | +$112M | 0.42% | 24 |
|
|
2018
Q2 | $17.3M | Sell |
379,663
-11,539
| -3% | -$517K | 0.06% | 31 |
|
|
2018
Q1 | $17.8M | Buy |
391,202
+53,939
| +16% | +$2.4M | 0.07% | 31 |
|
|
2017
Q4 | $16.2M | Sell |
337,263
-87,076
| -21% | -$4.32M | 0.05% | 31 |
|
|
2017
Q3 | $20.1M | Sell |
424,339
-513,135
| -55% | -$24.6M | 0.08% | 27 |
|
|
2017
Q2 | $43M | Sell |
937,474
-191,538
| -17% | -$8.82M | 0.18% | 28 |
|
|
2017
Q1 | $50M | Buy |
1,129,012
+691
| +0.1% | +$29.3K | 0.22% | 26 |
|
|
2016
Q4 | $45.9M | Buy |
1,128,321
+43,213
| +4% | +$1.73M | 0.22% | 27 |
|
|
2016
Q3 | $44.6M | Buy |
1,085,108
+206,501
| +24% | +$8.83M | 0.22% | 25 |
|
|
2016
Q2 | $39.3M | Buy |
878,607
+40,986
| +5% | +$1.7M | 0.22% | 25 |
|
|
2016
Q1 | $35M | Sell |
837,621
-159,008
| -16% | -$6.2M | 0.19% | 28 |
|
|
2015
Q4 | $35.8M | Sell |
996,629
-28,915
| -3% | -$1.03M | 0.2% | 28 |
|
|
2015
Q3 | $36.3M | Buy |
1,025,544
+87,951
| +9% | +$2.99M | 0.23% | 26 |
|
|
2015
Q2 | $30.2M | Buy |
937,593
+118,248
| +14% | +$3.98M | 0.19% | 21 |
|
|
2015
Q1 | $28.5M | Sell |
819,345
-100,250
| -11% | -$3.58M | 0.18% | 23 |
|
|
2014
Q4 | $33M | Sell |
919,595
-156,203
| -15% | -$5.24M | 0.24% | 23 |
|
|
2014
Q3 | $32.7M | Buy |
1,075,798
+101,920
| +10% | +$3.19M | 0.26% | 24 |
|
|
2014
Q2 | $31.4M | Sell |
973,878
-170,654
| -15% | -$5.29M | 0.24% | 23 |
|
|
2014
Q1 | $34.7M | Sell |
1,144,532
-54
| -0% | -$1.57K | 0.27% | 22 |
|
|
2013
Q4 | $32M | Buy |
1,144,586
+38,027
| +3% | +$1.07M | 0.26% | 21 |
|
|
2013
Q3 | $30.6M | Sell |
1,106,559
-219,826
| -17% | -$6.29M | 0.33% | 23 |
|
|
2013
Q2 | $37.6M | Buy |
+1,326,385
| New | +$39.6M | 0.42% | 21 |
|
Other funds holding XEL
VCM
VPM
Magellan Asset Management's XEL Position: Q1 2026 in Review
Magellan Asset Management increased its Xcel Energy (XEL) stake by 9.7% in Q1 2026, buying an estimated $16.1M and bringing the position to 2,316,759 shares worth $184M. The position accounts for 2.39% of the portfolio, ranked #16.
Magellan Asset Management first reported a position in XEL in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.38B in Q1 2021. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.
- Magellan Asset Management held 2,316,759 shares of Xcel Energy worth $184M as of Q1 2026.
- Magellan Asset Management bought 205,250 Xcel Energy shares in Q1 2026, an estimated $16.1M.
- Xcel Energy made up 2.39% of Magellan Asset Management's portfolio in Q1 2026, its #16 holding.
- Magellan Asset Management first reported a position in Xcel Energy in Q2 2013 and has held it in 52 quarters since.
- Magellan Asset Management's Xcel Energy position peaked at $2.38B in Q1 2021.
- 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.
Based on Magellan Asset Management's 13F filing for Q1 2026, filed 12 May 2026.