Oarsman Capital’s Xcel Energy XEL Stock Holding History

Oarsman Capital’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	$594K	Sell	7,395 -105	-1%	-$8.38K	0.06%	128
2026 Q1	$596K	Sell	7,500 -100	-1%	-$7.84K	0.07%	128
2025 Q4	$561K	Hold	7,600	–	–	0.07%	134
2025 Q3	$613K	Sell	7,600 -622	-8%	-$45K	0.09%	124
2025 Q2	$560K	Sell	8,222 -50	-0.6%	-$3.47K	0.09%	134
2025 Q1	$586K	Hold	8,272	–	–	0.11%	124
2024 Q4	$559K	Hold	8,272	–	–	0.1%	124
2024 Q3	$540K	Hold	8,272	–	–	0.1%	128
2024 Q2	$442K	Hold	8,272	–	–	0.1%	137
2024 Q1	$445K	Hold	8,272	–	–	0.11%	137
2023 Q4	$512K	Sell	8,272 -400	-5%	-$24K	0.14%	118
2023 Q3	$496K	Hold	8,672	–	–	0.21%	97
2023 Q2	$539K	Hold	8,672	–	–	0.24%	93
2023 Q1	$585K	Hold	8,672	–	–	0.27%	85
2022 Q4	$608K	Hold	8,672	–	–	0.31%	80
2022 Q3	$555K	Hold	8,672	–	–	0.3%	87
2022 Q2	$614K	Hold	8,672	–	–	0.3%	86
2022 Q1	$626K	Hold	8,672	–	–	0.24%	101
2021 Q4	$587K	Hold	8,672	–	–	0.23%	108
2021 Q3	$542K	Hold	8,672	–	–	0.22%	113
2021 Q2	$571K	Hold	8,672	–	–	0.23%	111
2021 Q1	$577K	Hold	8,672	–	–	0.25%	109
2020 Q4	$578K	Hold	8,672	–	–	0.22%	105
2020 Q3	$598K	Hold	8,672	–	–	0.27%	92
2020 Q2	$542K	Buy	+8,672	New	+$547K	0.27%	88
2020 Q1	–	Sell	-8,672	Closed	-$551K	–	179
2019 Q4	$551K	Hold	8,672	–	–	0.25%	95
2019 Q3	$563K	Hold	8,672	–	–	0.27%	95
2019 Q2	$516K	Hold	8,672	–	–	0.23%	100
2019 Q1	$487K	Hold	8,672	–	–	0.23%	107
2018 Q4	$427K	Hold	8,672	–	–	0.22%	110
2018 Q3	$409K	Buy	+8,672	New	+$409K	0.16%	127

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 $3.37T AUM 44.26% 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

Oarsman Capital's XEL Position: Q2 2026 in Review

Oarsman Capital reduced its Xcel Energy (XEL) stake by 1.4% in Q2 2026, selling an estimated $8.38K and leaving 7,395 shares worth $594K. The position accounts for 0.06% of the portfolio, ranked #128.

Oarsman Capital first reported a position in XEL in Q3 2018 and has held it in 31 quarters since. The position peaked at $626K in Q1 2022. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Oarsman Capital held 7,395 shares of Xcel Energy worth $594K as of Q2 2026.
Oarsman Capital sold 105 Xcel Energy shares in Q2 2026, an estimated $8.38K.
Xcel Energy made up 0.06% of Oarsman Capital's portfolio in Q2 2026, its #128 holding.
Oarsman Capital first reported a position in Xcel Energy in Q3 2018 and has held it in 31 quarters since.
Oarsman Capital's Xcel Energy position peaked at $626K in Q1 2022.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.