Mercer Global Advisors
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Mercer Global Advisors’s Xcel Energy XEL Stock Holding History

Mercer Global Advisors’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 		$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

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

Mercer Global Advisors's XEL Position: Q1 2026 in Review

Mercer Global Advisors reduced its Xcel Energy (XEL) stake by 3% in Q1 2026, selling an estimated $185K and leaving 77,081 shares worth $6.12M. The position accounts for 0.01% of the portfolio, ranked #686.

Mercer Global Advisors first reported a position in XEL in Q1 2019 and has held it in 29 quarters since. The position peaked at $6.21M in Q3 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Mercer Global Advisors held 77,081 shares of Xcel Energy worth $6.12M as of Q1 2026.
  • Mercer Global Advisors sold 2,361 Xcel Energy shares in Q1 2026, an estimated $185K.
  • Xcel Energy made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #686 holding.
  • Mercer Global Advisors first reported a position in Xcel Energy in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's Xcel Energy position peaked at $6.21M in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.