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Oak Thistle LLC’s Xcel Energy XEL Stock Holding History

Oak Thistle LLC’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 		$3.28M Buy
40,899
+37,332
+1,047% +$2.98M 0.32% 96
2026
Q1 		$283K Sell
3,567
-32,999
-90% -$2.59M 0.03% 430
2025
Q4 		$2.7M Buy
36,566
+32,823
+877% +$2.59M 0.38% 47
2025
Q3 		$302K Buy
+3,743
New +$271K 0.05% 421
2025
Q2 		– Sell
-20,899
Closed -$1.48M – 624
2025
Q1 		$1.48M Sell
20,899
-318
-1% -$21.6K 0.3% 113
2024
Q4 		$1.43M Buy
+21,217
New +$1.42M 0.43% 61
2024
Q3 		– Sell
-7,371
Closed -$394K – 546
2024
Q2 		$394K Buy
+7,371
New +$401K 0.29% 151
2024
Q1 		– Sell
-4,616
Closed -$286K – 542
2023
Q4 		$286K Buy
+4,616
New +$277K 0.08% 359
2023
Q3 		– Sell
-16,711
Closed -$1.04M – 633
2023
Q2 		$1.04M Buy
16,711
+12,907
+339% +$862K 0.55% 32
2023
Q1 		$257K Buy
+3,804
New +$257K 0.15% 288
2022
Q3 		– Sell
-3,352
Closed -$237K – 239
2022
Q2 		$237K Sell
3,352
-10,709
-76% -$779K 0.46% 120
2022
Q1 		$1.01M Buy
14,061
+2,668
+23% +$183K 0.53% 22
2021
Q4 		$771K Buy
+11,393
New +$743K 0.6% 24

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

Oak Thistle LLC's XEL Position: Q2 2026 in Review

Oak Thistle LLC increased its Xcel Energy (XEL) stake by 1,047% in Q2 2026, buying an estimated $2.98M and bringing the position to 40,899 shares worth $3.28M. The position accounts for 0.32% of the portfolio, ranked #96.

Oak Thistle LLC first reported a position in XEL in Q4 2021 and has held it in 13 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Oak Thistle LLC held 40,899 shares of Xcel Energy worth $3.28M as of Q2 2026.
  • Oak Thistle LLC bought 37,332 Xcel Energy shares in Q2 2026, an estimated $2.98M.
  • Xcel Energy made up 0.32% of Oak Thistle LLC's portfolio in Q2 2026, its #96 holding.
  • Oak Thistle LLC first reported a position in Xcel Energy in Q4 2021 and has held it in 13 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.