Mercer Global Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.38M | Buy |
104,400
+27,319
| +35% | +$2.18M | 0.01% | 633 |
|
|
2026
Q1 | $6.12M | Sell |
77,081
-2,361
| -3% | -$185K | 0.01% | 686 |
|
|
2025
Q4 | $5.87M | Buy |
79,442
+2,454
| +3% | +$194K | 0.01% | 665 |
|
|
2025
Q3 | $6.21M | Buy |
76,988
+5,123
| +7% | +$371K | 0.01% | 590 |
|
|
2025
Q2 | $4.89M | Sell |
71,865
-3,949
| -5% | -$274K | 0.01% | 571 |
|
|
2025
Q1 | $5.37M | Sell |
75,814
-5,904
| -7% | -$402K | 0.01% | 521 |
|
|
2024
Q4 | $5.52M | Buy |
81,718
+10,275
| +14% | +$689K | 0.01% | 517 |
|
|
2024
Q3 | $4.66M | Buy |
71,443
+8,552
| +14% | +$507K | 0.01% | 517 |
|
|
2024
Q2 | $3.36M | Sell |
62,891
-697
| -1% | -$37.9K | 0.01% | 553 |
|
|
2024
Q1 | $3.44M | Buy |
63,588
+4,912
| +8% | +$280K | 0.01% | 566 |
|
|
2023
Q4 | $3.63M | Buy |
58,676
+1,032
| +2% | +$61.9K | 0.01% | 553 |
|
|
2023
Q3 | $3.3M | Sell |
57,644
-1,068
| -2% | -$64.2K | 0.01% | 543 |
|
|
2023
Q2 | $3.65M | Sell |
58,712
-3,557
| -6% | -$237K | 0.01% | 535 |
|
|
2023
Q1 | $4.2M | Sell |
62,269
-1,374
| -2% | -$92.7K | 0.02% | 469 |
|
|
2022
Q4 | $4.46M | Buy |
63,643
+11,087
| +21% | +$738K | 0.02% | 461 |
|
|
2022
Q3 | $3.36M | Sell |
52,556
-2,680
| -5% | -$195K | 0.02% | 489 |
|
|
2022
Q2 | $3.91M | Buy |
55,236
+20,503
| +59% | +$1.49M | 0.02% | 430 |
|
|
2022
Q1 | $2.51M | Sell |
34,733
-4,341
| -11% | -$298K | 0.01% | 585 |
|
|
2021
Q4 | $2.65M | Buy |
39,074
+1,007
| +3% | +$65.6K | 0.02% | 538 |
|
|
2021
Q3 | $2.38M | Buy |
38,067
+1,290
| +4% | +$87.2K | 0.02% | 552 |
|
|
2021
Q2 | $2.42M | Buy |
36,777
+10,894
| +42% | +$758K | 0.02% | 513 |
|
|
2021
Q1 | $1.72M | Buy |
25,883
+4,286
| +20% | +$271K | 0.02% | 578 |
|
|
2020
Q4 | $1.44M | Sell |
21,597
-1,393
| -6% | -$97.1K | 0.02% | 511 |
|
|
2020
Q3 | $1.59M | Sell |
22,990
-1,297
| -5% | -$88.5K | 0.02% | 443 |
|
|
2020
Q2 | $1.52M | Buy |
24,287
+1,730
| +8% | +$109K | 0.03% | 384 |
|
|
2020
Q1 | $1.36M | Buy |
22,557
+6,421
| +40% | +$418K | 0.03% | 397 |
|
|
2019
Q4 | $1.02M | Buy |
16,136
+310
| +2% | +$19.4K | 0.02% | 516 |
|
|
2019
Q3 | $1.03M | Sell |
15,826
-2,877
| -15% | -$179K | 0.02% | 480 |
|
|
2019
Q2 | $1.11M | Buy |
18,703
+2,345
| +14% | +$135K | 0.03% | 435 |
|
|
2019
Q1 | $919K | Buy |
+16,358
| New | +$870K | 0.03% | 435 |
|
Other funds holding XEL
Mercer Global Advisors's XEL Position: Q2 2026 in Review
Mercer Global Advisors increased its Xcel Energy (XEL) stake by 35% in Q2 2026, buying an estimated $2.18M and bringing the position to 104,400 shares worth $8.38M. The position accounts for 0.01% of the portfolio, ranked #633.
Mercer Global Advisors first reported a position in XEL in Q1 2019 and has held it in 30 quarters since. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- Mercer Global Advisors held 104,400 shares of Xcel Energy worth $8.38M as of Q2 2026.
- Mercer Global Advisors bought 27,319 Xcel Energy shares in Q2 2026, an estimated $2.18M.
- Xcel Energy made up 0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #633 holding.
- Mercer Global Advisors first reported a position in Xcel Energy in Q1 2019 and has held it in 30 quarters since.
- 1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.