NMERB
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New Mexico Educational Retirement Board’s Xcel Energy XEL Stock Holding History

New Mexico Educational Retirement Board’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 		$2.37M Buy
29,478
+2,200
+8% +$176K 0.06% 338
2026
Q1 		$2.17M Hold
27,278
– – 0.07% 322
2025
Q4 		$2.02M Buy
27,278
+1,200
+5% +$94.6K 0.06% 341
2025
Q3 		$2.1M Sell
26,078
-800
-3% -$57.9K 0.07% 310
2025
Q2 		$1.83M Hold
26,878
– – 0.06% 344
2025
Q1 		$1.9M Buy
26,878
+300
+1% +$20.4K 0.07% 305
2024
Q4 		$1.79M Sell
26,578
-600
-2% -$40.2K 0.06% 342
2024
Q3 		$1.77M Sell
27,178
-600
-2% -$35.6K 0.06% 362
2024
Q2 		$1.48M Hold
27,778
– – 0.05% 417
2024
Q1 		$1.49M Sell
27,778
-900
-3% -$51.4K 0.05% 427
2023
Q4 		$1.77M Hold
28,678
– – 0.07% 307
2023
Q3 		$1.64M Buy
28,678
+2,100
+8% +$126K 0.07% 299
2023
Q2 		$1.65M Buy
26,578
+1,300
+5% +$86.8K 0.07% 289
2023
Q1 		$1.71M Sell
25,278
-900
-3% -$60.7K 0.09% 230
2022
Q4 		$1.83M Sell
26,178
-1,700
-6% -$113K 0.1% 201
2022
Q3 		$1.78M Sell
27,878
-2,000
-7% -$146K 0.1% 196
2022
Q2 		$2.11M Sell
29,878
-1,400
-4% -$102K 0.1% 181
2022
Q1 		$2.26M Sell
31,278
-1,600
-5% -$110K 0.08% 231
2021
Q4 		$2.23M Sell
32,878
-2,300
-7% -$150K 0.07% 264
2021
Q3 		$2.2M Sell
35,178
-700
-2% -$47.3K 0.08% 246
2021
Q2 		$2.36M Buy
35,878
+2,700
+8% +$188K 0.08% 234
2021
Q1 		$2.21M Hold
33,178
– – 0.09% 215
2020
Q4 		$2.21M Sell
33,178
-500
-1% -$34.8K 0.09% 192
2020
Q3 		$2.32M Sell
33,678
-1,600
-5% -$109K 0.11% 161
2020
Q2 		$2.21M Buy
35,278
+2,300
+7% +$145K 0.1% 175
2020
Q1 		$1.99M Sell
32,978
-6,750
-17% -$440K 0.12% 165
2019
Q4 		$2.52M Hold
39,728
– – 0.11% 179
2019
Q3 		$2.58M Sell
39,728
-2,400
-6% -$150K 0.12% 178
2019
Q2 		$2.51M Sell
42,128
-700
-2% -$40.2K 0.11% 186
2019
Q1 		$2.41M Sell
42,828
-500
-1% -$26.6K 0.1% 188
2018
Q4 		$2.13M Sell
43,328
-2,000
-4% -$100K 0.1% 188
2018
Q3 		$2.14M Sell
45,328
-1,500
-3% -$70.8K 0.08% 244
2018
Q2 		$2.14M Sell
46,828
-1,600
-3% -$71.7K 0.08% 233
2018
Q1 		$2.2M Sell
48,428
-400
-0.8% -$17.8K 0.08% 251
2017
Q4 		$2.35M Buy
48,828
+1,600
+3% +$79.4K 0.09% 232
2017
Q3 		$2.23M Hold
47,228
– – 0.11% 228
2017
Q2 		$2.23M Sell
47,228
-4,200
-8% -$193K 0.11% 230
2017
Q1 		$2.29M Sell
51,428
-2,900
-5% -$123K 0.11% 234
2016
Q4 		$2.21M Buy
54,328
+2,900
+6% +$116K 0.1% 239
2016
Q3 		$2.12M Sell
51,428
-7,800
-13% -$334K 0.11% 236
2016
Q2 		$2.65M Buy
59,228
+3,100
+6% +$128K 0.12% 211
2016
Q1 		$2.35M Buy
56,128
+1,100
+2% +$42.9K 0.11% 221
2015
Q4 		$1.98M Sell
55,028
-2,000
-4% -$71.4K 0.09% 246
2015
Q3 		$2.02M Buy
57,028
+3,500
+7% +$119K 0.1% 236
2015
Q2 		$1.72M Sell
53,528
-5,200
-9% -$175K 0.08% 274
2015
Q1 		$2.04M Sell
58,728
-2,500
-4% -$89.4K 0.09% 265
2014
Q4 		$2.2M Sell
61,228
-5,800
-9% -$195K 0.09% 254
2014
Q3 		$2.04M Buy
67,028
+1,900
+3% +$59.4K 0.08% 273
2014
Q2 		$2.1M Hold
65,128
– – 0.09% 267
2014
Q1 		$1.98M Sell
65,128
-4,000
-6% -$117K 0.08% 278
2013
Q4 		$1.93M Sell
69,128
-5,400
-7% -$153K 0.08% 295
2013
Q3 		$2.06M Sell
74,528
-3,100
-4% -$88.6K 0.09% 278
2013
Q2 		$2.2M Buy
+77,628
New +$2.32M 0.09% 261

Other funds holding XEL

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New Mexico Educational Retirement Board's XEL Position: Q2 2026 in Review

New Mexico Educational Retirement Board increased its Xcel Energy (XEL) stake by 8.1% in Q2 2026, buying an estimated $176K and bringing the position to 29,478 shares worth $2.37M. The position accounts for 0.06% of the portfolio, ranked #338.

New Mexico Educational Retirement Board first reported a position in XEL in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.65M in Q2 2016. 522 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • New Mexico Educational Retirement Board held 29,478 shares of Xcel Energy worth $2.37M as of Q2 2026.
  • New Mexico Educational Retirement Board bought 2,200 Xcel Energy shares in Q2 2026, an estimated $176K.
  • Xcel Energy made up 0.06% of New Mexico Educational Retirement Board's portfolio in Q2 2026, its #338 holding.
  • New Mexico Educational Retirement Board first reported a position in Xcel Energy in Q2 2013 and has held it in 53 quarters since.
  • New Mexico Educational Retirement Board's Xcel Energy position peaked at $2.65M in Q2 2016.
  • 522 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on New Mexico Educational Retirement Board's 13F filing for Q2 2026, filed 29 Jul 2026.