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Matthew Hamilton Rosenberg’s Xcel Energy XEL Stock Holding History

Matthew Hamilton Rosenberg’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 		$275K Sell
3,427
-70
-2% -$5.59K 0.05% 180
2026
Q1 		$278K Sell
3,497
-63
-2% -$4.94K 0.06% 158
2025
Q4 		$263K Buy
3,560
+9
+0.3% +$710 0.05% 168
2025
Q3 		$286K Sell
3,551
-1,006
-22% -$72.8K 0.06% 152
2025
Q2 		$310K Buy
4,557
+1,971
+76% +$137K 0.07% 140
2025
Q1 		$183K Sell
2,586
-93
-3% -$6.33K 0.05% 200
2024
Q4 		$181K Sell
2,679
-1,409
-34% -$94.5K 0.05% 201
2024
Q3 		$267K Sell
4,088
-63
-2% -$3.74K 0.07% 149
2024
Q2 		$218K Sell
4,151
-767
-16% -$41.7K 0.06% 167
2024
Q1 		$262K Sell
4,918
-642
-12% -$36.7K 0.08% 142
2023
Q4 		$344K Sell
5,560
-1,094
-16% -$65.6K 0.11% 102
2023
Q3 		$381K Buy
6,654
+35
+0.5% +$2.1K 0.13% 80
2023
Q2 		$412K Buy
6,619
+71
+1% +$4.74K 0.14% 80
2023
Q1 		$442K Sell
6,548
-605
-8% -$40.8K 0.14% 75
2022
Q4 		$501K Buy
7,153
+201
+3% +$13.4K 0.17% 70
2022
Q3 		$445K Buy
6,952
+75
+1% +$5.46K 0.17% 72
2022
Q2 		$500K Sell
6,877
-128
-2% -$9.31K 0.19% 67
2022
Q1 		$506K Buy
7,005
+1,141
+19% +$78.4K 0.18% 68
2021
Q4 		$397K Sell
5,864
-442
-7% -$28.8K 0.14% 92
2021
Q3 		$394K Sell
6,306
-1,000
-14% -$67.6K 0.16% 77
2021
Q2 		$481K Sell
7,306
-407
-5% -$28.3K 0.25% 45
2021
Q1 		$513K Buy
7,713
+2,891
+60% +$183K 0.29% 40
2020
Q4 		$321K Buy
4,822
+100
+2% +$6.97K 0.2% 56
2020
Q3 		$326K Buy
4,722
+68
+1% +$4.64K 0.24% 51
2020
Q2 		$291K Buy
4,654
+2,533
+119% +$160K 0.23% 51
2020
Q1 		$128K Buy
+2,121
New +$138K 0.13% 95

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

Matthew Hamilton Rosenberg's XEL Position: Q2 2026 in Review

Matthew Hamilton Rosenberg reduced its Xcel Energy (XEL) stake by 2% in Q2 2026, selling an estimated $5.59K and leaving 3,427 shares worth $275K. The position accounts for 0.05% of the portfolio, ranked #180.

Matthew Hamilton Rosenberg first reported a position in XEL in Q1 2020 and has held it in 26 quarters since. The position peaked at $513K in Q1 2021. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Matthew Hamilton Rosenberg held 3,427 shares of Xcel Energy worth $275K as of Q2 2026.
  • Matthew Hamilton Rosenberg sold 70 Xcel Energy shares in Q2 2026, an estimated $5.59K.
  • Xcel Energy made up 0.05% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #180 holding.
  • Matthew Hamilton Rosenberg first reported a position in Xcel Energy in Q1 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's Xcel Energy position peaked at $513K in Q1 2021.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.