Neo Ivy Capital Management’s Xcel Energy XEL Stock Holding History

Neo Ivy Capital 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	$396K	Buy	+4,932	New	+$394K	0.09%	254
2025 Q4	–	Sell	-7,440	Closed	-$600K	–	546
2025 Q3	$600K	Buy	+7,440	New	+$538K	0.15%	206
2025 Q2	–	Sell	-29,652	Closed	-$2.1M	–	497
2025 Q1	$2.1M	Buy	+29,652	New	+$2.02M	0.67%	52
2023 Q3	–	Sell	-19,317	Closed	-$1.2M	–	470
2023 Q2	$1.2M	Buy	+19,317	New	+$1.29M	0.63%	32
2022 Q4	$550K	Buy	7,848 +5,824	+288%	+$387K	0.37%	111
2022 Q3	$130K	Buy	2,024 +1,158	+134%	+$84.3K	0.34%	113
2022 Q2	$61K	Buy	+866	New	+$63K	0.16%	211
2022 Q1	–	Sell	-1,178	Closed	-$80K	–	602
2021 Q4	$80K	Buy	+1,178	New	+$76.8K	0.11%	243
2021 Q3	–	Sell	-2,188	Closed	-$144K	–	652
2021 Q2	$144K	Buy	+2,188	New	+$152K	0.15%	223

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 $3.38T AUM 44.17% 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

Neo Ivy Capital Management's XEL Position: Q2 2026 in Review

Neo Ivy Capital Management opened a new position in Xcel Energy (XEL) in Q2 2026: 4,932 shares worth $396K. The stake represents 0.09% of the portfolio and ranks #254 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in XEL as recently as Q3 2025.

Neo Ivy Capital Management first reported a position in XEL in Q2 2021 and has held it in 9 quarters since. The position peaked at $2.1M in Q1 2025. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Neo Ivy Capital Management held 4,932 shares of Xcel Energy worth $396K as of Q2 2026.
Xcel Energy was a new Neo Ivy Capital Management position in Q2 2026.
Xcel Energy made up 0.09% of Neo Ivy Capital Management's portfolio in Q2 2026, its #254 holding.
Neo Ivy Capital Management first reported a position in Xcel Energy in Q2 2021 and has held it in 9 quarters since.
Neo Ivy Capital Management's Xcel Energy position peaked at $2.1M in Q1 2025.
1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.