Optima Capital’s Xcel Energy XEL Stock Holding History

Optima 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
2026 Q1	–	Sell	-322	Closed	-$23.8K	–	1321
2025 Q4	$23.8K	Buy	+322	New	+$25.4K	0.01%	403

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optima Capital's XEL Position: Q1 2026 in Review

Optima Capital sold out of Xcel Energy (XEL) in Q1 2026, closing a stake of 322 shares — an estimated $23.8K sold.

Optima Capital first reported a position in XEL in Q4 2025 and held it in 1 quarter. The position peaked at $23.8K in Q4 2025. 1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Optima Capital reported no remaining Xcel Energy position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 322 Xcel Energy shares in Q1 2026, an estimated $23.8K.
Optima Capital first reported a position in Xcel Energy in Q4 2025 and held it in 1 quarter.
Optima Capital's Xcel Energy position peaked at $23.8K in Q4 2025.
1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.