MFIM
XEL icon

Mesirow Financial Investment Management’s Xcel Energy XEL Stock Holding History

Mesirow Financial 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 		$380K Buy
4,731
+360
+8% +$28.7K 0.01% 404
2026
Q1 		$347K Buy
4,371
+10
+0.2% +$784 0.01% 401
2025
Q4 		$322K Sell
4,361
-305
-7% -$24.1K 0.01% 393
2025
Q3 		$376K Sell
4,666
-289
-6% -$20.9K 0.01% 404
2025
Q2 		$337K Buy
4,955
+941
+23% +$65.3K 0.01% 417
2025
Q1 		$284K Buy
4,014
+325
+9% +$22.1K 0.01% 465
2024
Q4 		$249K Sell
3,689
-4,833
-57% -$324K ﹤0.01% 505
2024
Q3 		$557K Buy
8,522
+4,270
+100% +$253K 0.01% 346
2024
Q2 		$227K Sell
4,252
-106
-2% -$5.77K 0.01% 458
2024
Q1 		$234K Buy
4,358
+357
+9% +$20.4K 0.01% 467
2023
Q4 		$248K Buy
+4,001
New +$240K 0.01% 476

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

Mesirow Financial Investment Management's XEL Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its Xcel Energy (XEL) stake by 8.2% in Q2 2026, buying an estimated $28.7K and bringing the position to 4,731 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #404.

Mesirow Financial Investment Management first reported a position in XEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $557K in Q3 2024. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Mesirow Financial Investment Management held 4,731 shares of Xcel Energy worth $380K as of Q2 2026.
  • Mesirow Financial Investment Management bought 360 Xcel Energy shares in Q2 2026, an estimated $28.7K.
  • Xcel Energy made up 0.01% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #404 holding.
  • Mesirow Financial Investment Management first reported a position in Xcel Energy in Q4 2023 and has held it in 11 quarters since.
  • Mesirow Financial Investment Management's Xcel Energy position peaked at $557K in Q3 2024.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.