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Merewether Investment Management’s Xcel Energy XEL Stock Holding History

Merewether Investment 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
Q2 		$52.6M Sell
654,993
-876,549
-57% -$70M 0.99% 41
2026
Q1 		$122M Sell
1,531,542
-636,168
-29% -$49.9M 2.36% 16
2025
Q4 		$160M Buy
2,167,710
+403,800
+23% +$31.8M 3.68% 2
2025
Q3 		$142M Buy
1,763,910
+818,800
+87% +$59.2M 3.4% 8
2025
Q2 		$64.4M Buy
+945,110
New +$65.5M 1.85% 23
2024
Q4 		– Sell
-984,700
Closed -$64.3M – 61
2024
Q3 		$64.3M Buy
+984,700
New +$58.4M 2.96% 13

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

Merewether Investment Management's XEL Position: Q2 2026 in Review

Merewether Investment Management reduced its Xcel Energy (XEL) stake by 57% in Q2 2026, selling an estimated $70M and leaving 654,993 shares worth $52.6M. The position accounts for 0.99% of the portfolio, ranked #41.

Merewether Investment Management first reported a position in XEL in Q3 2024 and has held it in 6 quarters since. The position peaked at $160M in Q4 2025. 1,285 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Merewether Investment Management held 654,993 shares of Xcel Energy worth $52.6M as of Q2 2026.
  • Merewether Investment Management sold 876,549 Xcel Energy shares in Q2 2026, an estimated $70M.
  • Xcel Energy made up 0.99% of Merewether Investment Management's portfolio in Q2 2026, its #41 holding.
  • Merewether Investment Management first reported a position in Xcel Energy in Q3 2024 and has held it in 6 quarters since.
  • Merewether Investment Management's Xcel Energy position peaked at $160M in Q4 2025.
  • 1,285 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Merewether Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.