Martingale Asset Management’s Xcel Energy XEL Stock Holding History

Martingale Asset 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	–	Sell	-7,011	Closed	-$518K	–	870
2025 Q4	$518K	Sell	7,011 -106,426	-94%	-$8.39M	0.01%	600
2025 Q3	$9.15M	Sell	113,437 -17,378	-13%	-$1.26M	0.23%	128
2025 Q2	$8.91M	Sell	130,815 -5,528	-4%	-$383K	0.22%	128
2025 Q1	$9.65M	Buy	136,343 +5,669	+4%	+$386K	0.25%	116
2024 Q4	$8.82M	Sell	130,674 -906	-0.7%	-$60.8K	0.21%	126
2024 Q3	$8.59M	Sell	131,580 -22,804	-15%	-$1.35M	0.2%	132
2024 Q2	$8.25M	Sell	154,384 -129,004	-46%	-$7.02M	0.18%	138
2024 Q1	$15.2M	Sell	283,388 -20,829	-7%	-$1.19M	0.3%	116
2023 Q4	$18.8M	Sell	304,217 -50,940	-14%	-$3.06M	0.38%	103
2023 Q3	$20.3M	Sell	355,157 -10,055	-3%	-$604K	0.43%	94
2023 Q2	$22.7M	Sell	365,212 -16,650	-4%	-$1.11M	0.44%	87
2023 Q1	$25.8M	Buy	381,862 +105,739	+38%	+$7.14M	0.5%	82
2022 Q4	$19.4M	Sell	276,123 -2,733	-1%	-$182K	0.38%	101
2022 Q3	$17.8M	Buy	278,856 +5,660	+2%	+$412K	0.36%	107
2022 Q2	$19.3M	Sell	273,196 -6,723	-2%	-$489K	0.35%	110
2022 Q1	$20.2M	Sell	279,919 -36,315	-11%	-$2.5M	0.3%	121
2021 Q4	$21.4M	Sell	316,234 -103,572	-25%	-$6.75M	0.27%	128
2021 Q3	$26.2M	Sell	419,806 -81,790	-16%	-$5.53M	0.34%	116
2021 Q2	$33M	Sell	501,596 -76,240	-13%	-$5.31M	0.38%	102
2021 Q1	$38.4M	Buy	577,836 +74,686	+15%	+$4.72M	0.44%	87
2020 Q4	$33.5M	Buy	503,150 +166,327	+49%	+$11.6M	0.38%	97
2020 Q3	$23.2M	Buy	336,823 +74,000	+28%	+$5.05M	0.28%	121
2020 Q2	$16.4M	Buy	262,823 +10,502	+4%	+$662K	0.19%	148
2020 Q1	$15.2M	Buy	252,321 +4,268	+2%	+$278K	0.2%	154
2019 Q4	$15.8M	Sell	248,053 -19,847	-7%	-$1.24M	0.16%	168
2019 Q3	$17.4M	Sell	267,900 -25,300	-9%	-$1.58M	0.18%	155
2019 Q2	$17.4M	Sell	293,200 -18,090	-6%	-$1.04M	0.18%	152
2019 Q1	$17.5M	Buy	311,290 +31,660	+11%	+$1.68M	0.19%	152
2018 Q4	$13.8M	Buy	279,630 +41,494	+17%	+$2.08M	0.18%	154
2018 Q3	$11.2M	Buy	238,136 +65,605	+38%	+$3.1M	0.13%	181
2018 Q2	$7.88M	Buy	172,531 +47,721	+38%	+$2.14M	0.1%	204
2018 Q1	$5.68M	Buy	124,810 +74,439	+148%	+$3.32M	0.07%	255
2017 Q4	$2.42M	Sell	50,371 -8,605	-15%	-$427K	0.03%	482
2017 Q3	$2.79M	Sell	58,976 -6,571	-10%	-$315K	0.04%	475
2017 Q2	$3.01M	Sell	65,547 -4,999	-7%	-$230K	0.04%	439
2017 Q1	$3.14M	Buy	70,546 +37,900	+116%	+$1.61M	0.05%	422
2016 Q4	$1.33M	Hold	32,646	–	–	0.02%	652
2016 Q3	$1.34M	Sell	32,646 -30,500	-48%	-$1.3M	0.02%	614
2016 Q2	$2.83M	Sell	63,146 -2,097	-3%	-$86.8K	0.05%	284
2016 Q1	$2.73M	Sell	65,243 -10,399	-14%	-$405K	0.05%	292
2015 Q4	$2.72M	Buy	75,642 +22,103	+41%	+$789K	0.06%	275
2015 Q3	$1.9M	Buy	53,539 +16,300	+44%	+$554K	0.05%	316
2015 Q2	$1.2M	Buy	37,239 +10,100	+37%	+$340K	0.03%	460
2015 Q1	$945K	Sell	27,139 -12,600	-32%	-$451K	0.02%	548
2014 Q4	$1.43M	Sell	39,739 -5,804	-13%	-$195K	0.04%	396
2014 Q3	$1.39M	Sell	45,543 -12,600	-22%	-$394K	0.04%	373
2014 Q2	$1.87M	Buy	58,143 +205	+0.4%	+$6.35K	0.06%	329
2014 Q1	$1.76M	Sell	57,938 -5,584	-9%	-$163K	0.06%	324
2013 Q4	$1.77M	Sell	63,522 -63,151	-50%	-$1.78M	0.06%	352
2013 Q3	$3.5M	Sell	126,673 -3,000	-2%	-$85.8K	0.12%	202
2013 Q2	$3.67M	Buy	+129,673	New	+$3.87M	0.14%	189

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Martingale Asset Management's XEL Position: Q1 2026 in Review

Martingale Asset Management sold out of Xcel Energy (XEL) in Q1 2026, closing a stake of 7,011 shares — an estimated $518K sold.

Martingale Asset Management first reported a position in XEL in Q2 2013 and held it in 51 quarters. The position peaked at $38.4M in Q1 2021. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Martingale Asset Management reported no remaining Xcel Energy position as of Q1 2026 after selling out during the quarter.
Martingale Asset Management sold 7,011 Xcel Energy shares in Q1 2026, an estimated $518K.
Martingale Asset Management first reported a position in Xcel Energy in Q2 2013 and held it in 51 quarters.
Martingale Asset Management's Xcel Energy position peaked at $38.4M in Q1 2021.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Martingale Asset Management's 13F filing for Q1 2026, filed 13 May 2026.