Mizuho Securities USA’s Xcel Energy XEL Stock Holding History

Mizuho Securities USA’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	$3.92M	Buy	48,873 +13,112	+37%	+$1.05M	0.06%	292
2026 Q1	$2.84M	Sell	35,761 -7,311	-17%	-$573K	0.07%	315
2025 Q4	$3.54M	Sell	43,072 -4	-0%	-$315	0.06%	284
2025 Q3	$3.12M	Buy	43,076 +3,208	+8%	+$232K	0.06%	302
2025 Q2	$2.72M	Sell	39,868 -6,111	-13%	-$424K	0.06%	319
2025 Q1	$3.25M	Sell	45,979 -8,446	-16%	-$575K	0.07%	286
2024 Q4	$3.67M	Buy	54,425 +18,274	+51%	+$1.23M	0.07%	282
2024 Q3	$2.36M	Sell	36,151 -6,695	-16%	-$397K	0.05%	319
2024 Q2	$2.29M	Buy	+42,846	New	+$2.33M	0.05%	342
2019 Q1	–	Sell	-21,180	Closed	-$1.04M	–	142
2018 Q4	$1.04M	Buy	+21,180	New	+$1.06M	0.14%	78
2016 Q1	–	Sell	-151,000	Closed	-$5.42M	–	171
2015 Q4	$5.42M	Buy	+151,000	New	+$5.39M	0.67%	22

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mizuho Securities USA's XEL Position: Q2 2026 in Review

Mizuho Securities USA increased its Xcel Energy (XEL) stake by 37% in Q2 2026, buying an estimated $1.05M and bringing the position to 48,873 shares worth $3.92M. The position accounts for 0.06% of the portfolio, ranked #292.

Mizuho Securities USA first reported a position in XEL in Q4 2015 and has held it in 11 quarters since. The position peaked at $5.42M in Q4 2015. 1,288 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Mizuho Securities USA held 48,873 shares of Xcel Energy worth $3.92M as of Q2 2026.
Mizuho Securities USA bought 13,112 Xcel Energy shares in Q2 2026, an estimated $1.05M.
Xcel Energy made up 0.06% of Mizuho Securities USA's portfolio in Q2 2026, its #292 holding.
Mizuho Securities USA first reported a position in Xcel Energy in Q4 2015 and has held it in 11 quarters since.
Mizuho Securities USA's Xcel Energy position peaked at $5.42M in Q4 2015.
1,288 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Mizuho Securities USA's 13F filing for Q2 2026, filed 24 Jul 2026.