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Mather Group’s Xcel Energy XEL Stock Holding History

Mather Group’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 		$845K Buy
10,529
+90
+0.9% +$7.18K 0.01% 411
2026
Q1 		$829K Sell
10,439
-120
-1% -$9.41K 0.01% 372
2025
Q4 		$780K Buy
10,559
+667
+7% +$52.6K 0.01% 325
2025
Q3 		$798K Buy
9,892
+1,955
+25% +$141K 0.01% 315
2025
Q2 		$540K Sell
7,937
-347
-4% -$24.1K 0.01% 378
2025
Q1 		$586K Buy
8,284
+4,876
+143% +$332K 0.01% 344
2024
Q4 		$230K Buy
3,408
+466
+16% +$31.3K ﹤0.01% 528
2024
Q3 		$192K Buy
2,942
+564
+24% +$33.5K ﹤0.01% 587
2024
Q2 		$128K Buy
2,378
+355
+18% +$19.3K ﹤0.01% 734
2024
Q1 		$125K Buy
+2,023
New +$116K ﹤0.01% 645

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 $3.38T AUM 44.17% 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

Mather Group's XEL Position: Q2 2026 in Review

Mather Group increased its Xcel Energy (XEL) stake by 0.86% in Q2 2026, buying an estimated $7.18K and bringing the position to 10,529 shares worth $845K. The position accounts for 0.01% of the portfolio, ranked #411.

Mather Group first reported a position in XEL in Q1 2024 and has held it in 10 quarters since. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Mather Group held 10,529 shares of Xcel Energy worth $845K as of Q2 2026.
  • Mather Group bought 90 Xcel Energy shares in Q2 2026, an estimated $7.18K.
  • Xcel Energy made up 0.01% of Mather Group's portfolio in Q2 2026, its #411 holding.
  • Mather Group first reported a position in Xcel Energy in Q1 2024 and has held it in 10 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.