Opus Investment Management’s Xcel Energy XEL Stock Holding History

Opus Investment 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	$7.29M	Hold	91,709	–	–	4.35%	5
2025 Q4	$6.77M	Hold	91,709	–	–	4.12%	6
2025 Q3	$7.4M	Hold	91,709	–	–	4.59%	5
2025 Q2	$6.25M	Hold	91,709	–	–	4.15%	6
2025 Q1	$6.49M	Hold	91,709	–	–	4.63%	6
2024 Q4	$6.19M	Hold	91,709	–	–	4.57%	7
2024 Q3	$5.99M	Hold	91,709	–	–	4.21%	7
2024 Q2	$4.9M	Hold	91,709	–	–	3.16%	10
2024 Q1	$4.93M	Hold	91,709	–	–	3.22%	11
2023 Q4	$5.68M	Hold	91,709	–	–	3.26%	6
2023 Q3	$5.25M	Hold	91,709	–	–	3.23%	7
2023 Q2	$5.7M	Hold	91,709	–	–	2.05%	9
2023 Q1	$6.18M	Hold	91,709	–	–	2.23%	6
2022 Q4	$6.43M	Sell	91,709 -10,000	-10%	-$665K	2.29%	5
2022 Q3	$6.51M	Hold	101,709	–	–	1.52%	7
2022 Q2	$7.2M	Sell	101,709 -19,000	-16%	-$1.38M	1.56%	5
2022 Q1	$8.71M	Hold	120,709	–	–	1.34%	9
2021 Q4	$8.17M	Hold	120,709	–	–	1.17%	12
2021 Q3	$7.54M	Hold	120,709	–	–	1.15%	13
2021 Q2	$7.95M	Hold	120,709	–	–	1.2%	10
2021 Q1	$8.03M	Hold	120,709	–	–	1.18%	13
2020 Q4	$8.05M	Hold	120,709	–	–	1.26%	12
2020 Q3	$8.33M	Hold	120,709	–	–	1.58%	8
2020 Q2	$7.54M	Hold	120,709	–	–	1.53%	7
2020 Q1	$7.28M	Hold	120,709	–	–	1.53%	6
2019 Q4	$7.66M	Hold	120,709	–	–	1.25%	7
2019 Q3	$7.83M	Hold	120,709	–	–	1.36%	6
2019 Q2	$7.18M	Hold	120,709	–	–	1.35%	7
2019 Q1	$6.79M	Hold	120,709	–	–	1.34%	7
2018 Q4	$5.95M	Sell	120,709 -14,000	-10%	-$702K	1.28%	9
2018 Q3	$6.36M	Hold	134,709	–	–	1.11%	10
2018 Q2	$6.15M	Buy	134,709 +14,000	+12%	+$627K	1.11%	9
2018 Q1	$5.49M	Hold	120,709	–	–	1.01%	28
2017 Q4	$5.81M	Hold	120,709	–	–	1.03%	29
2017 Q3	$5.71M	Hold	120,709	–	–	1.04%	28
2017 Q2	$5.54M	Sell	120,709 -8,500	-7%	-$391K	0.94%	32
2017 Q1	$5.74M	Hold	129,209	–	–	0.98%	29
2016 Q4	$5.26M	Hold	129,209	–	–	0.93%	34
2016 Q3	$5.32M	Hold	129,209	–	–	0.9%	35
2016 Q2	$5.79M	Buy	129,209 +8,500	+7%	+$352K	1.02%	24
2016 Q1	$5.05M	Sell	120,709 -42,500	-26%	-$1.66M	0.97%	21
2015 Q4	$5.86M	Sell	163,209 -11,000	-6%	-$393K	1.04%	11
2015 Q3	$6.17M	Buy	174,209 +11,500	+7%	+$391K	1.16%	5
2015 Q2	$5.24M	Buy	162,709 +32,000	+24%	+$1.08M	0.95%	18
2015 Q1	$4.55M	Sell	130,709 -6,000	-4%	-$215K	0.8%	17
2014 Q4	$4.91M	Hold	136,709	–	–	0.88%	13
2014 Q3	$4.16M	Sell	136,709 -13,000	-9%	-$407K	0.79%	30
2014 Q2	$4.83M	Hold	149,709	–	–	0.95%	15
2014 Q1	$4.54M	Hold	149,709	–	–	1.05%	14
2013 Q4	$4.18M	Sell	149,709 -20,000	-12%	-$565K	1.13%	9
2013 Q3	$4.69M	Hold	169,709	–	–	1.06%	12
2013 Q2	$4.81M	Buy	+169,709	New	+$5.07M	1.15%	11

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

Opus Investment Management's XEL Position: Q1 2026 in Review

Opus Investment Management held its Xcel Energy (XEL) position steady in Q1 2026 at 91,709 shares worth $7.29M. The position accounts for 4.35% of the portfolio, ranked #5.

Opus Investment Management first reported a position in XEL in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.71M in Q1 2022. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Opus Investment Management held 91,709 shares of Xcel Energy worth $7.29M as of Q1 2026.
Opus Investment Management left its Xcel Energy share count unchanged in Q1 2026.
Xcel Energy made up 4.35% of Opus Investment Management's portfolio in Q1 2026, its #5 holding.
Opus Investment Management first reported a position in Xcel Energy in Q2 2013 and has held it in 52 quarters since.
Opus Investment Management's Xcel Energy position peaked at $8.71M in Q1 2022.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Opus Investment Management's 13F filing for Q1 2026, filed 13 May 2026.