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
2024 Q4	–	Sell	-5,000	Closed	-$327K	–	952
2024 Q3	$327K	Hold	5,000	–	–	0.06%	173
2024 Q2	$267K	Buy	5,000 +500	+11%	+$27.2K	0.06%	185
2024 Q1	$242	Sell	4,500 -1,500	-25%	-$85.7K	﹤0.01%	236
2023 Q4	$372	Hold	6,000	–	–	﹤0.01%	234
2023 Q3	$344	Buy	6,000 +3,000	+100%	+$180K	﹤0.01%	179
2023 Q2	$186	Sell	3,000 -2,000	-40%	-$134K	﹤0.01%	175
2023 Q1	$337	Buy	5,000 +1,000	+25%	+$67.5K	﹤0.01%	174
2022 Q4	$280	Sell	4,000 -1,000	-20%	-$66.5K	﹤0.01%	162
2022 Q3	$320K	Buy	+5,000	New	+$364K	0.17%	121

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 $3.38T AUM 44.17% 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. 1,295 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.
1,295 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.