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New York Life Investment Management’s Xcel Energy XEL Stock Holding History

New York Life 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 		$6.99M Buy
87,040
+4,711
+6% +$376K 0.05% 286
2026
Q1 		$6.54M Buy
82,329
+1,063
+1% +$83.4K 0.06% 273
2025
Q4 		$6M Buy
81,266
+787
+1% +$62.1K 0.05% 289
2025
Q3 		$6.49M Buy
80,479
+1,826
+2% +$132K 0.06% 283
2025
Q2 		$5.36M Buy
78,653
+2,051
+3% +$142K 0.05% 315
2025
Q1 		$5.42M Sell
76,602
-133
-0.2% -$9.05K 0.06% 302
2024
Q4 		$5.18M Buy
76,735
+2,778
+4% +$186K 0.05% 316
2024
Q3 		$4.83M Sell
73,957
-2,208
-3% -$131K 0.05% 359
2024
Q2 		$4.07M Buy
76,165
+939
+1% +$51.1K 0.04% 387
2024
Q1 		$4.04M Sell
75,226
-2,891
-4% -$165K 0.04% 388
2023
Q4 		$4.84M Sell
78,117
-550
-0.7% -$33K 0.05% 331
2023
Q3 		$4.5M Buy
78,667
+687
+0.9% +$41.3K 0.05% 328
2023
Q2 		$4.85M Buy
77,980
+489
+0.6% +$32.6K 0.05% 318
2023
Q1 		$5.23M Buy
77,491
+186
+0.2% +$12.6K 0.06% 315
2022
Q4 		$5.42M Buy
77,305
+108
+0.1% +$7.19K 0.06% 311
2022
Q3 		$4.94M Buy
77,197
+540
+0.7% +$39.3K 0.06% 310
2022
Q2 		$5.42M Buy
+76,657
New +$5.58M 0.06% 292
2015
Q4 		– Sell
-5,000
Closed -$177K – 209
2015
Q3 		$177K Hold
5,000
– – 0.02% 201
2015
Q2 		$161K Hold
5,000
– – 0.02% 209
2015
Q1 		$174K Hold
5,000
– – 0.02% 204
2014
Q4 		$180K Hold
5,000
– – 0.02% 221
2014
Q3 		$152K Hold
5,000
– – 0.03% 166
2014
Q2 		$161K Hold
5,000
– – 0.03% 167
2014
Q1 		$152K Buy
+5,000
New +$146K 0.03% 133

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

New York Life Investment Management's XEL Position: Q2 2026 in Review

New York Life Investment Management increased its Xcel Energy (XEL) stake by 5.7% in Q2 2026, buying an estimated $376K and bringing the position to 87,040 shares worth $6.99M. The position accounts for 0.05% of the portfolio, ranked #286.

New York Life Investment Management first reported a position in XEL in Q1 2014 and has held it in 24 quarters since. 949 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • New York Life Investment Management held 87,040 shares of Xcel Energy worth $6.99M as of Q2 2026.
  • New York Life Investment Management bought 4,711 Xcel Energy shares in Q2 2026, an estimated $376K.
  • Xcel Energy made up 0.05% of New York Life Investment Management's portfolio in Q2 2026, its #286 holding.
  • New York Life Investment Management first reported a position in Xcel Energy in Q1 2014 and has held it in 24 quarters since.
  • 949 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.