MQS Management’s Xcel Energy XEL Stock Holding History

MQS 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 Q1	$277K	Sell	3,486 -1,494	-30%	-$117K	0.19%	256
2025 Q4	$368K	Buy	+4,980	New	+$393K	0.22%	192
2023 Q3	–	Sell	-6,348	Closed	-$395K	–	640
2023 Q2	$395K	Buy	6,348 +506	+9%	+$33.8K	0.27%	138
2023 Q1	$394K	Buy	+5,842	New	+$394K	0.25%	156
2022 Q2	–	Sell	-7,045	Closed	-$508K	–	569
2022 Q1	$508K	Buy	7,045 +3,634	+107%	+$250K	0.41%	66
2021 Q4	$231K	Buy	+3,411	New	+$222K	0.37%	138

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MQS Management's XEL Position: Q1 2026 in Review

MQS Management reduced its Xcel Energy (XEL) stake by 30% in Q1 2026, selling an estimated $117K and leaving 3,486 shares worth $277K. The position accounts for 0.19% of the portfolio, ranked #256.

MQS Management first reported a position in XEL in Q4 2021 and has held it in 6 quarters since. The position peaked at $508K in Q1 2022. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

MQS Management held 3,486 shares of Xcel Energy worth $277K as of Q1 2026.
MQS Management sold 1,494 Xcel Energy shares in Q1 2026, an estimated $117K.
Xcel Energy made up 0.19% of MQS Management's portfolio in Q1 2026, its #256 holding.
MQS Management first reported a position in Xcel Energy in Q4 2021 and has held it in 6 quarters since.
MQS Management's Xcel Energy position peaked at $508K in Q1 2022.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on MQS Management's 13F filing for Q1 2026, filed 23 Apr 2026.