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Oppenheimer Asset Management’s Xcel Energy XEL Stock Holding History

Oppenheimer Asset 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
Q1 		$1.23M Sell
15,424
-2,405
-13% -$189K 0.01% 677
2025
Q4 		$1.32M Sell
17,829
-991
-5% -$78.2K 0.02% 608
2025
Q3 		$1.52M Sell
18,820
-3,242
-15% -$235K 0.02% 649
2025
Q2 		$1.5M Buy
22,062
+485
+2% +$33.6K 0.02% 651
2025
Q1 		$1.53M Sell
21,577
-426
-2% -$29K 0.02% 607
2024
Q4 		$1.49M Buy
22,003
+1,500
+7% +$101K 0.02% 618
2024
Q3 		$1.34M Buy
20,503
+1,050
+5% +$62.3K 0.02% 655
2024
Q2 		$1.04M Buy
19,453
+1,497
+8% +$81.4K 0.01% 704
2024
Q1 		$965K Buy
+17,956
New +$1.03M 0.01% 685
2022
Q2 		– Sell
-4,607
Closed -$333K – 1224
2022
Q1 		$333K Buy
4,607
+95
+2% +$6.53K ﹤0.01% 1009
2021
Q4 		$306K Buy
4,512
+308
+7% +$20.1K ﹤0.01% 1069
2021
Q3 		$263K Sell
4,204
-273
-6% -$18.4K ﹤0.01% 1079
2021
Q2 		$295K Buy
4,477
+401
+10% +$27.9K ﹤0.01% 1060
2021
Q1 		$271K Sell
4,076
-5,624
-58% -$355K ﹤0.01% 1048
2020
Q4 		$647K Sell
9,700
-211
-2% -$14.7K 0.01% 813
2020
Q3 		$684K Buy
9,911
+31
+0.3% +$2.12K 0.01% 728
2020
Q2 		$618K Buy
9,880
+355
+4% +$22.4K 0.01% 737
2020
Q1 		$574K Sell
9,525
-239
-2% -$15.6K 0.01% 691
2019
Q4 		$620K Buy
9,764
+375
+4% +$23.5K 0.01% 762
2019
Q3 		$609K Sell
9,389
-37
-0.4% -$2.31K 0.01% 756
2019
Q2 		$561K Sell
9,426
-94
-1% -$5.4K 0.01% 783
2019
Q1 		$536K Sell
9,520
-76
-0.8% -$4.04K 0.01% 781
2018
Q4 		$473K Buy
9,596
+66
+0.7% +$3.31K 0.01% 785
2018
Q3 		$450K Sell
9,530
-1,233
-11% -$58.2K 0.01% 849
2018
Q2 		$492K Sell
10,763
-164
-2% -$7.34K 0.01% 797
2018
Q1 		$498K Sell
10,927
-220
-2% -$9.8K 0.01% 792
2017
Q4 		$528K Hold
11,147
– – 0.01% 776
2017
Q3 		$528K Buy
11,147
+112
+1% +$5.37K 0.01% 780
2017
Q2 		$507K Buy
11,035
+715
+7% +$32.9K 0.01% 776
2017
Q1 		$459K Buy
+10,320
New +$437K 0.01% 808

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oppenheimer Asset Management's XEL Position: Q1 2026 in Review

Oppenheimer Asset Management reduced its Xcel Energy (XEL) stake by 13% in Q1 2026, selling an estimated $189K and leaving 15,424 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #677.

Oppenheimer Asset Management first reported a position in XEL in Q1 2017 and has held it in 30 quarters since. The position peaked at $1.53M in Q1 2025. 1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Oppenheimer Asset Management held 15,424 shares of Xcel Energy worth $1.23M as of Q1 2026.
  • Oppenheimer Asset Management sold 2,405 Xcel Energy shares in Q1 2026, an estimated $189K.
  • Xcel Energy made up 0.01% of Oppenheimer Asset Management's portfolio in Q1 2026, its #677 holding.
  • Oppenheimer Asset Management first reported a position in Xcel Energy in Q1 2017 and has held it in 30 quarters since.
  • Oppenheimer Asset Management's Xcel Energy position peaked at $1.53M in Q1 2025.
  • 1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.