MCM
XEL icon

MAI Capital Management’s Xcel Energy XEL Stock Holding History

MAI Capital Management’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 		$371K Buy
4,667
+565
+14% +$44.3K ﹤0.01% 1157
2025
Q4 		$303K Buy
4,102
+1,336
+48% +$105K ﹤0.01% 1151
2025
Q3 		$223K Sell
2,766
-106
-4% -$7.67K ﹤0.01% 1232
2025
Q2 		$196K Buy
2,872
+336
+13% +$23.3K ﹤0.01% 1191
2025
Q1 		$180K Buy
2,536
+197
+8% +$13.4K ﹤0.01% 1160
2024
Q4 		$158K Buy
+2,339
New +$157K ﹤0.01% 1229
2015
Q3 		– Sell
-8,446
Closed -$272K – 474
2015
Q2 		$272K Buy
8,446
+585
+7% +$19.7K 0.02% 385
2015
Q1 		$274K Sell
7,861
-135
-2% -$4.83K 0.02% 395
2014
Q4 		$287K Sell
7,996
-277
-3% -$9.3K 0.02% 365
2014
Q3 		$251K Sell
8,273
-1,235
-13% -$38.6K 0.02% 328
2014
Q2 		$306K Buy
9,508
+146
+2% +$4.52K 0.03% 299
2014
Q1 		$284K Buy
9,362
+1,064
+13% +$31K 0.03% 307
2013
Q4 		$232K Buy
8,298
+471
+6% +$13.3K 0.02% 326
2013
Q3 		$216K Buy
+7,827
New +$224K 0.03% 301

Other funds holding XEL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return