Marshall Wace
XEL icon

Marshall Wace’s Xcel Energy XEL Stock Holding History

Marshall Wace’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 		$765K Sell
9,633
-18,217
-65% -$1.43M ﹤0.01% 2257
2025
Q4 		$2.06M Sell
27,850
-758,102
-96% -$59.8M ﹤0.01% 1568
2025
Q3 		$63.4M Buy
785,952
+603,432
+331% +$43.7M 0.06% 264
2025
Q2 		$12.4M Sell
182,520
-10,834
-6% -$751K 0.01% 761
2025
Q1 		$13.7M Buy
193,354
+135,299
+233% +$9.21M 0.02% 653
2024
Q4 		$3.92M Buy
58,055
+54,562
+1,562% +$3.66M ﹤0.01% 1171
2024
Q3 		$228K Sell
3,493
-83,673
-96% -$4.96M ﹤0.01% 2254
2024
Q2 		$4.66M Sell
87,166
-885,771
-91% -$48.2M 0.01% 1020
2024
Q1 		$52.3M Buy
+972,937
New +$55.6M 0.08% 244
2023
Q1 		– Sell
-44,300
Closed -$3.11M – 3152
2022
Q4 		$3.11M Buy
+44,300
New +$2.95M 0.01% 1480
2022
Q3 		– Sell
-87,381
Closed -$6.18M – 3858
2022
Q2 		$6.18M Sell
87,381
-218,196
-71% -$15.9M 0.01% 1194
2022
Q1 		$22.1M Sell
305,577
-1,274,284
-81% -$87.6M 0.04% 463
2021
Q4 		$107M Buy
1,579,861
+1,571,859
+19,643% +$102M 0.2% 92
2021
Q3 		$500K Sell
8,002
-106,229
-93% -$7.18M ﹤0.01% 2385
2021
Q2 		$7.53M Buy
114,231
+110,393
+2,876% +$7.68M 0.03% 619
2021
Q1 		$255K Sell
3,838
-62,220
-94% -$3.93M ﹤0.01% 2177
2020
Q4 		$4.4M Buy
+66,058
New +$4.6M 0.02% 616
2020
Q2 		– Sell
-1,456
Closed -$87K – 2000
2020
Q1 		$87K Buy
+1,456
New +$94.9K ﹤0.01% 1348
2017
Q1 		– Sell
-119,162
Closed -$4.85M – 782
2016
Q4 		$4.85M Sell
119,162
-443,923
-79% -$17.8M 0.03% 482
2016
Q3 		$23.2M Buy
+563,085
New +$24.1M 0.16% 151
2015
Q2 		– Sell
-8,408
Closed -$293K – 1066
2015
Q1 		$293K Buy
+8,408
New +$301K ﹤0.01% 724

Other funds holding XEL

BlackRock
BlackRock New York $5.72T 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 $1.56T 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
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

Marshall Wace's XEL Position: Q1 2026 in Review

Marshall Wace reduced its Xcel Energy (XEL) stake by 65% in Q1 2026, selling an estimated $1.43M and leaving 9,633 shares worth $765K. The position accounts for ﹤0.01% of the portfolio, ranked #2257.

Marshall Wace first reported a position in XEL in Q1 2015 and has held it in 21 quarters since. The position peaked at $107M in Q4 2021. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Marshall Wace held 9,633 shares of Xcel Energy worth $765K as of Q1 2026.
  • Marshall Wace sold 18,217 Xcel Energy shares in Q1 2026, an estimated $1.43M.
  • Xcel Energy made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2257 holding.
  • Marshall Wace first reported a position in Xcel Energy in Q1 2015 and has held it in 21 quarters since.
  • Marshall Wace's Xcel Energy position peaked at $107M in Q4 2021.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.