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Nearwater Capital Markets’s Xcel Energy XEL Stock Holding History

Nearwater Capital Markets’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 		– Sell
-144,000
Closed -$10.6M – 142
2025
Q4 		$10.6M Buy
+144,000
New +$11.4M 0.18% 77
2025
Q2 		– Sell
-193,963
Closed -$13.7M – 124
2025
Q1 		$13.7M Hold
193,963
– – 0.39% 60
2024
Q4 		$13.1M Buy
+193,963
New +$13M 0.37% 58

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nearwater Capital Markets's XEL Position: Q1 2026 in Review

Nearwater Capital Markets sold out of Xcel Energy (XEL) in Q1 2026, closing a stake of 144,000 shares — an estimated $10.6M sold.

Nearwater Capital Markets first reported a position in XEL in Q4 2024 and held it in 3 quarters. The position peaked at $13.7M in Q1 2025. 1,270 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Nearwater Capital Markets reported no remaining Xcel Energy position as of Q1 2026 after selling out during the quarter.
  • Nearwater Capital Markets sold 144,000 Xcel Energy shares in Q1 2026, an estimated $10.6M.
  • Nearwater Capital Markets first reported a position in Xcel Energy in Q4 2024 and held it in 3 quarters.
  • Nearwater Capital Markets's Xcel Energy position peaked at $13.7M in Q1 2025.
  • 1,270 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Nearwater Capital Markets's 13F filing for Q1 2026, filed 15 May 2026.