Oppenheimer & Co’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.81M | Sell |
22,808
-1,149
| -5% | -$90.1K | 0.02% | 627 |
|
|
2025
Q4 | $1.77M | Buy |
23,957
+234
| +1% | +$18.5K | 0.03% | 585 |
|
|
2025
Q3 | $1.91M | Buy |
23,723
+1,034
| +5% | +$74.8K | 0.02% | 621 |
|
|
2025
Q2 | $1.55M | Sell |
22,689
-573
| -2% | -$39.7K | 0.02% | 664 |
|
|
2025
Q1 | $1.65M | Sell |
23,262
-8,713
| -27% | -$593K | 0.02% | 605 |
|
|
2024
Q4 | $2.16M | Buy |
31,975
+3,647
| +13% | +$245K | 0.03% | 519 |
|
|
2024
Q3 | $1.85M | Buy |
28,328
+6,225
| +28% | +$369K | 0.03% | 580 |
|
|
2024
Q2 | $1.18M | Buy |
22,103
+591
| +3% | +$32.2K | 0.02% | 710 |
|
|
2024
Q1 | $1.16M | Sell |
21,512
-11,344
| -35% | -$648K | 0.02% | 687 |
|
|
2023
Q4 | $2.03M | Sell |
32,856
-265
| -0.8% | -$15.9K | 0.04% | 489 |
|
|
2023
Q3 | $1.9M | Buy |
33,121
+345
| +1% | +$20.7K | 0.04% | 482 |
|
|
2023
Q2 | $2.04M | Sell |
32,776
-321
| -1% | -$21.4K | 0.04% | 470 |
|
|
2023
Q1 | $2.23M | Buy |
33,097
+5,324
| +19% | +$359K | 0.05% | 418 |
|
|
2022
Q4 | $1.95M | Buy |
27,773
+5,735
| +26% | +$382K | 0.04% | 452 |
|
|
2022
Q3 | $1.41M | Buy |
22,038
+263
| +1% | +$19.1K | 0.03% | 537 |
|
|
2022
Q2 | $1.54M | Buy |
21,775
+472
| +2% | +$34.3K | 0.03% | 537 |
|
|
2022
Q1 | $1.54M | Buy |
21,303
+466
| +2% | +$32K | 0.03% | 584 |
|
|
2021
Q4 | $1.41M | Buy |
20,837
+775
| +4% | +$50.5K | 0.02% | 644 |
|
|
2021
Q3 | $1.25M | Buy |
20,062
+546
| +3% | +$36.9K | 0.02% | 661 |
|
|
2021
Q2 | $1.29M | Sell |
19,516
-634
| -3% | -$44.1K | 0.02% | 654 |
|
|
2021
Q1 | $1.34M | Buy |
20,150
+1,980
| +11% | +$125K | 0.03% | 601 |
|
|
2020
Q4 | $1.21M | Sell |
18,170
-516
| -3% | -$36K | 0.03% | 582 |
|
|
2020
Q3 | $1.29M | Sell |
18,686
-1,486
| -7% | -$101K | 0.03% | 495 |
|
|
2020
Q2 | $1.26M | Sell |
20,172
-4,248
| -17% | -$268K | 0.03% | 494 |
|
|
2020
Q1 | $1.47M | Sell |
24,420
-33
| -0.1% | -$2.15K | 0.04% | 419 |
|
|
2019
Q4 | $1.55M | Buy |
24,453
+1,798
| +8% | +$112K | 0.04% | 479 |
|
|
2019
Q3 | $1.47M | Buy |
22,655
+51
| +0.2% | +$3.18K | 0.04% | 482 |
|
|
2019
Q2 | $1.34M | Sell |
22,604
-355
| -2% | -$20.4K | 0.04% | 504 |
|
|
2019
Q1 | $1.29M | Buy |
22,959
+1,270
| +6% | +$67.6K | 0.03% | 511 |
|
|
2018
Q4 | $1.07M | Sell |
21,689
-418
| -2% | -$21K | 0.03% | 518 |
|
|
2018
Q3 | $1.04M | Buy |
22,107
+2,091
| +10% | +$98.7K | 0.03% | 586 |
|
|
2018
Q2 | $915K | Buy |
20,016
+2,575
| +15% | +$115K | 0.02% | 628 |
|
|
2018
Q1 | $793K | Buy |
17,441
+3,100
| +22% | +$138K | 0.02% | 687 |
|
|
2017
Q4 | $689K | Sell |
14,341
-3,476
| -20% | -$173K | 0.02% | 745 |
|
|
2017
Q3 | $843K | Buy |
17,817
+2,850
| +19% | +$137K | 0.02% | 670 |
|
|
2017
Q2 | $686K | Buy |
14,967
+3,997
| +36% | +$184K | 0.02% | 723 |
|
|
2017
Q1 | $487K | Buy |
10,970
+680
| +7% | +$28.8K | 0.01% | 810 |
|
|
2016
Q4 | $418K | Sell |
10,290
-717
| -7% | -$28.7K | 0.01% | 869 |
|
|
2016
Q3 | $452K | Sell |
11,007
-2,987
| -21% | -$128K | 0.01% | 848 |
|
|
2016
Q2 | $627K | Buy |
13,994
+159
| +1% | +$6.58K | 0.02% | 705 |
|
|
2016
Q1 | $578K | Sell |
13,835
-578
| -4% | -$22.5K | 0.02% | 703 |
|
|
2015
Q4 | $518K | Buy |
14,413
+32
| +0.2% | +$1.14K | 0.02% | 756 |
|
|
2015
Q3 | $509K | Sell |
14,381
-242
| -2% | -$8.23K | 0.02% | 799 |
|
|
2015
Q2 | $470K | Sell |
14,623
-975
| -6% | -$32.8K | 0.01% | 902 |
|
|
2015
Q1 | $543K | Buy |
15,598
+153
| +1% | +$5.47K | 0.01% | 835 |
|
|
2014
Q4 | $555K | Buy |
15,445
+32
| +0.2% | +$1.07K | 0.02% | 782 |
|
|
2014
Q3 | $469K | Sell |
15,413
-4,389
| -22% | -$137K | 0.01% | 876 |
|
|
2014
Q2 | $638K | Sell |
19,802
-36,865
| -65% | -$1.14M | 0.02% | 772 |
|
|
2014
Q1 | $1.72M | Sell |
56,667
-11
| -0% | -$321 | 0.05% | 424 |
|
|
2013
Q4 | $1.58M | Sell |
56,678
-12,652
| -18% | -$357K | 0.05% | 413 |
|
|
2013
Q3 | $1.91M | Sell |
69,330
-358
| -0.5% | -$10.2K | 0.07% | 329 |
|
|
2013
Q2 | $1.98M | Buy |
+69,688
| New | +$2.08M | 0.08% | 309 |
|
Other funds holding XEL
VCM
VPM
Oppenheimer & Co's XEL Position: Q1 2026 in Review
Oppenheimer & Co reduced its Xcel Energy (XEL) stake by 4.8% in Q1 2026, selling an estimated $90.1K and leaving 22,808 shares worth $1.81M. The position accounts for 0.02% of the portfolio, ranked #627.
Oppenheimer & Co first reported a position in XEL in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.23M in Q1 2023. 1,265 funds tracked by Wall St. Rank hold XEL as of Q1 2026.
- Oppenheimer & Co held 22,808 shares of Xcel Energy worth $1.81M as of Q1 2026.
- Oppenheimer & Co sold 1,149 Xcel Energy shares in Q1 2026, an estimated $90.1K.
- Xcel Energy made up 0.02% of Oppenheimer & Co's portfolio in Q1 2026, its #627 holding.
- Oppenheimer & Co first reported a position in Xcel Energy in Q2 2013 and has held it in 52 quarters since.
- Oppenheimer & Co's Xcel Energy position peaked at $2.23M in Q1 2023.
- 1,265 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.
Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.