Occudo Quantitative Strategies’s Xcel Energy XEL Stock Holding History

Occudo Quantitative Strategies’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	$4.13M	Buy	+51,466	New	+$4.11M	0.22%	137
2026 Q1	–	Sell	-116,652	Closed	-$8.62M	–	951
2025 Q4	$8.62M	Buy	+116,652	New	+$9.2M	0.58%	40
2025 Q3	–	Sell	-91,631	Closed	-$6.24M	–	906
2025 Q2	$6.24M	Buy	+91,631	New	+$6.35M	0.7%	36
2025 Q1	–	Sell	-24,125	Closed	-$1.63M	–	948
2024 Q4	$1.63M	Buy	+24,125	New	+$1.62M	0.29%	85
2024 Q3	–	Sell	-17,655	Closed	-$943K	–	1047
2024 Q2	$943K	Buy	17,655 +10,237	+138%	+$557K	0.17%	173
2024 Q1	$399K	Sell	7,418 -77,353	-91%	-$4.42M	0.07%	374
2023 Q4	$5.25M	Buy	84,771 +68,874	+433%	+$4.13M	0.71%	20
2023 Q3	$910K	Sell	15,897 -48,021	-75%	-$2.89M	0.12%	293
2023 Q2	$3.97M	Sell	63,918 -67,603	-51%	-$4.51M	0.41%	25
2023 Q1	$8.87M	Buy	+131,521	New	+$8.88M	0.8%	8
2022 Q3	–	Sell	-8,942	Closed	-$633K	–	1438
2022 Q2	$633K	Buy	+8,942	New	+$651K	0.05%	537
2022 Q1	–	Sell	-6,862	Closed	-$465K	–	1355
2021 Q4	$465K	Buy	+6,862	New	+$447K	0.04%	639

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

Occudo Quantitative Strategies's XEL Position: Q2 2026 in Review

Occudo Quantitative Strategies opened a new position in Xcel Energy (XEL) in Q2 2026: 51,466 shares worth $4.13M. The stake represents 0.22% of the portfolio and ranks #137 among its holdings. This is a return to the name: Occudo Quantitative Strategies previously reported a position in XEL as recently as Q4 2025.

Occudo Quantitative Strategies first reported a position in XEL in Q4 2021 and has held it in 12 quarters since. The position peaked at $8.87M in Q1 2023. 1,285 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Occudo Quantitative Strategies held 51,466 shares of Xcel Energy worth $4.13M as of Q2 2026.
Xcel Energy was a new Occudo Quantitative Strategies position in Q2 2026.
Xcel Energy made up 0.22% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #137 holding.
Occudo Quantitative Strategies first reported a position in Xcel Energy in Q4 2021 and has held it in 12 quarters since.
Occudo Quantitative Strategies's Xcel Energy position peaked at $8.87M in Q1 2023.
1,285 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.