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Optas LLC’s Xcel Energy XEL Stock Holding History

Optas LLC’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 		$225K Buy
2,805
+132
+5% +$10.5K 0.03% 412
2026
Q1 		$212K Buy
+2,673
New +$210K 0.03% 429
2025
Q2 		– Sell
-4,416
Closed -$313K – 400
2025
Q1 		$313K Buy
+4,416
New +$301K 0.05% 194

Other funds holding XEL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Optas LLC's XEL Position: Q2 2026 in Review

Optas LLC increased its Xcel Energy (XEL) stake by 4.9% in Q2 2026, buying an estimated $10.5K and bringing the position to 2,805 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #412.

Optas LLC first reported a position in XEL in Q1 2025 and has held it in 3 quarters since. The position peaked at $313K in Q1 2025. 325 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Optas LLC held 2,805 shares of Xcel Energy worth $225K as of Q2 2026.
  • Optas LLC bought 132 Xcel Energy shares in Q2 2026, an estimated $10.5K.
  • Xcel Energy made up 0.03% of Optas LLC's portfolio in Q2 2026, its #412 holding.
  • Optas LLC first reported a position in Xcel Energy in Q1 2025 and has held it in 3 quarters since.
  • Optas LLC's Xcel Energy position peaked at $313K in Q1 2025.
  • 325 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.