NIM
XEL icon

NEOS Investment Management’s Xcel Energy XEL Stock Holding History

NEOS Investment 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 		$37.8M Buy
470,337
+64,002
+16% +$5.11M 0.14% 119
2026
Q1 		$32.3M Sell
406,335
-9,014
-2% -$707K 0.16% 110
2025
Q4 		$30.7M Buy
415,349
+111,246
+37% +$8.77M 0.18% 106
2025
Q3 		$24.5M Buy
304,103
+112,992
+59% +$8.17M 0.18% 103
2025
Q2 		$13M Buy
191,111
+68,176
+55% +$4.73M 0.16% 118
2025
Q1 		$8.7M Buy
122,935
+53,666
+77% +$3.65M 0.17% 130
2024
Q4 		$4.68M Buy
69,269
+13,658
+25% +$916K 0.11% 166
2024
Q3 		$3.63M Buy
55,611
+9,979
+22% +$592K 0.11% 172
2024
Q2 		$2.44M Buy
45,632
+13,955
+44% +$759K 0.1% 181
2024
Q1 		$1.7M Buy
31,677
+5,677
+22% +$324K 0.11% 184
2023
Q4 		$1.61M Buy
26,000
+1,830
+8% +$110K 0.15% 135
2023
Q3 		$1.38M Buy
+24,170
New +$1.45M 0.18% 120

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

NEOS Investment Management's XEL Position: Q2 2026 in Review

NEOS Investment Management increased its Xcel Energy (XEL) stake by 16% in Q2 2026, buying an estimated $5.11M and bringing the position to 470,337 shares worth $37.8M. The position accounts for 0.14% of the portfolio, ranked #119.

NEOS Investment Management first reported a position in XEL in Q3 2023 and has held it in 12 quarters since. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • NEOS Investment Management held 470,337 shares of Xcel Energy worth $37.8M as of Q2 2026.
  • NEOS Investment Management bought 64,002 Xcel Energy shares in Q2 2026, an estimated $5.11M.
  • Xcel Energy made up 0.14% of NEOS Investment Management's portfolio in Q2 2026, its #119 holding.
  • NEOS Investment Management first reported a position in Xcel Energy in Q3 2023 and has held it in 12 quarters since.
  • 1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.