Morgan Stanley’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 | $634M | Buy |
7,894,693
+724,974
| +10% | +$57.9M | 0.03% | 476 |
|
|
2026
Q1 | $570M | Buy |
7,169,719
+176,593
| +3% | +$13.9M | 0.03% | 486 |
|
|
2025
Q4 | $517M | Sell |
6,993,126
-195,651
| -3% | -$15.4M | 0.03% | 518 |
|
|
2025
Q3 | $580M | Buy |
7,188,777
+473,581
| +7% | +$34.3M | 0.04% | 467 |
|
|
2025
Q2 | $457M | Buy |
6,715,196
+447,965
| +7% | +$31.1M | 0.03% | 537 |
|
|
2025
Q1 | $444M | Sell |
6,267,231
-1,019,324
| -14% | -$69.4M | 0.03% | 513 |
|
|
2024
Q4 | $492M | Buy |
7,286,555
+323,062
| +5% | +$21.7M | 0.03% | 475 |
|
|
2024
Q3 | $455M | Sell |
6,963,493
-542,385
| -7% | -$32.2M | 0.03% | 505 |
|
|
2024
Q2 | $401M | Sell |
7,505,878
-1,485,020
| -17% | -$80.8M | 0.03% | 524 |
|
|
2024
Q1 | $483M | Buy |
8,990,898
+2,981,348
| +50% | +$170M | 0.04% | 453 |
|
|
2023
Q4 | $372M | Buy |
6,009,550
+638,671
| +12% | +$38.3M | 0.03% | 516 |
|
|
2023
Q3 | $307M | Sell |
5,370,879
-529,959
| -9% | -$31.9M | 0.03% | 538 |
|
|
2023
Q2 | $367M | Buy |
5,900,838
+925,230
| +19% | +$61.8M | 0.04% | 479 |
|
|
2023
Q1 | $336M | Buy |
4,975,608
+3,137
| +0.1% | +$212K | 0.04% | 502 |
|
|
2022
Q4 | $349M | Buy |
4,972,471
+999,186
| +25% | +$66.5M | 0.04% | 467 |
|
|
2022
Q3 | $254M | Sell |
3,973,285
-354,224
| -8% | -$25.8M | 0.03% | 485 |
|
|
2022
Q2 | $306M | Buy |
4,327,509
+2,429,773
| +128% | +$177M | 0.04% | 439 |
|
|
2022
Q1 | $137M | Sell |
1,897,736
-57,085
| -3% | -$3.92M | 0.02% | 684 |
|
|
2021
Q4 | $132M | Sell |
1,954,821
-48,748
| -2% | -$3.18M | 0.02% | 735 |
|
|
2021
Q3 | $125M | Buy |
2,003,569
+281,347
| +16% | +$19M | 0.02% | 712 |
|
|
2021
Q2 | $113M | Buy |
1,722,222
+307,473
| +22% | +$21.4M | 0.02% | 784 |
|
|
2021
Q1 | $94.1M | Sell |
1,414,749
-408,247
| -22% | -$25.8M | 0.01% | 795 |
|
|
2020
Q4 | $122M | Sell |
1,822,996
-14,211
| -0.8% | -$990K | 0.02% | 635 |
|
|
2020
Q3 | $127M | Buy |
1,837,207
+311,285
| +20% | +$21.2M | 0.02% | 512 |
|
|
2020
Q2 | $95.4M | Buy |
1,525,922
+35,489
| +2% | +$2.24M | 0.02% | 573 |
|
|
2020
Q1 | $89.9M | Buy |
1,490,433
+52,847
| +4% | +$3.44M | 0.02% | 514 |
|
|
2019
Q4 | $91.3M | Buy |
1,437,586
+135,967
| +10% | +$8.51M | 0.02% | 648 |
|
|
2019
Q3 | $84.5M | Buy |
1,301,619
+23,507
| +2% | +$1.46M | 0.02% | 620 |
|
|
2019
Q2 | $76M | Buy |
1,278,112
+88,756
| +7% | +$5.1M | 0.02% | 659 |
|
|
2019
Q1 | $66.9M | Sell |
1,189,356
-332,361
| -22% | -$17.7M | 0.02% | 695 |
|
|
2018
Q4 | $75M | Sell |
1,521,717
-215,201
| -12% | -$10.8M | 0.02% | 645 |
|
|
2018
Q3 | $82M | Sell |
1,736,918
-279,250
| -14% | -$13.2M | 0.02% | 698 |
|
|
2018
Q2 | $92.1M | Buy |
2,016,168
+767,419
| +61% | +$34.4M | 0.02% | 610 |
|
|
2018
Q1 | $56.8M | Sell |
1,248,749
-713,766
| -36% | -$31.8M | 0.02% | 843 |
|
|
2017
Q4 | $94.4M | Sell |
1,962,515
-11,212
| -0.6% | -$556K | 0.03% | 616 |
|
|
2017
Q3 | $93.4M | Buy |
1,973,727
+487,228
| +33% | +$23.4M | 0.03% | 589 |
|
|
2017
Q2 | $68.2M | Buy |
1,486,499
+571,697
| +62% | +$26.3M | 0.02% | 750 |
|
|
2017
Q1 | $40.7M | Sell |
914,802
-576,077
| -39% | -$24.4M | 0.01% | 1038 |
|
|
2016
Q4 | $60.7M | Sell |
1,490,879
-77,071
| -5% | -$3.08M | 0.02% | 766 |
|
|
2016
Q3 | $64.5M | Buy |
1,567,950
+626,625
| +67% | +$26.8M | 0.02% | 722 |
|
|
2016
Q2 | $42.2M | Buy |
941,325
+23,553
| +3% | +$975K | 0.02% | 896 |
|
|
2016
Q1 | $38.4M | Buy |
917,772
+279,184
| +44% | +$10.9M | 0.01% | 907 |
|
|
2015
Q4 | $22.9M | Sell |
638,588
-281,568
| -31% | -$10.1M | 0.01% | 1297 |
|
|
2015
Q3 | $32.6M | Buy |
920,156
+151,363
| +20% | +$5.15M | 0.01% | 1045 |
|
|
2015
Q2 | $24.7M | Sell |
768,793
-261,749
| -25% | -$8.8M | 0.01% | 1321 |
|
|
2015
Q1 | $35.9M | Sell |
1,030,542
-680,771
| -40% | -$24.3M | 0.01% | 1039 |
|
|
2014
Q4 | $61.5M | Buy |
1,711,313
+647,753
| +61% | +$21.7M | 0.02% | 739 |
|
|
2014
Q3 | $32.3M | Sell |
1,063,560
-180,992
| -15% | -$5.66M | 0.01% | 1088 |
|
|
2014
Q2 | $40.1M | Buy |
1,244,552
+215,783
| +21% | +$6.69M | 0.02% | 927 |
|
|
2014
Q1 | $31.2M | Buy |
1,028,769
+67,085
| +7% | +$1.96M | 0.01% | 1035 |
|
|
2013
Q4 | $26.9M | Buy |
961,684
+174,999
| +22% | +$4.94M | 0.01% | 1129 |
|
|
2013
Q3 | $21.7M | Sell |
786,685
-553,024
| -41% | -$15.8M | 0.01% | 1162 |
|
|
2013
Q2 | $38M | Buy |
+1,339,709
| New | +$40M | 0.02% | 780 |
|
Other funds holding XEL
Morgan Stanley's XEL Position: Q2 2026 in Review
Morgan Stanley increased its Xcel Energy (XEL) stake by 10% in Q2 2026, buying an estimated $57.9M and bringing the position to 7,894,693 shares worth $634M. The position accounts for 0.03% of the portfolio, ranked #476.
Morgan Stanley first reported a position in XEL in Q2 2013 and has held it in 53 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- Morgan Stanley held 7,894,693 shares of Xcel Energy worth $634M as of Q2 2026.
- Morgan Stanley bought 724,974 Xcel Energy shares in Q2 2026, an estimated $57.9M.
- Xcel Energy made up 0.03% of Morgan Stanley's portfolio in Q2 2026, its #476 holding.
- Morgan Stanley first reported a position in Xcel Energy in Q2 2013 and has held it in 53 quarters since.
- 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.