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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
Q2 		$389K Buy
4,843
+176
+4% +$14K ﹤0.01% 1442
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

MAI Capital Management's XEL Position: Q2 2026 in Review

MAI Capital Management increased its Xcel Energy (XEL) stake by 3.8% in Q2 2026, buying an estimated $14K and bringing the position to 4,843 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #1442.

MAI Capital Management first reported a position in XEL in Q3 2013 and has held it in 15 quarters since. 1,285 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • MAI Capital Management held 4,843 shares of Xcel Energy worth $389K as of Q2 2026.
  • MAI Capital Management bought 176 Xcel Energy shares in Q2 2026, an estimated $14K.
  • Xcel Energy made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1442 holding.
  • MAI Capital Management first reported a position in Xcel Energy in Q3 2013 and has held it in 15 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.