Osaic Holdings
XEL icon

Osaic Holdings’s Xcel Energy XEL Stock Holding History

Osaic Holdings’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 		$13.3M Buy
165,840
+2,062
+1% +$165K 0.02% 856
2026
Q1 		$13M Buy
163,778
+3,226
+2% +$253K 0.02% 757
2025
Q4 		$11.9M Sell
160,552
-31,345
-16% -$2.47M 0.02% 841
2025
Q3 		$14.6M Buy
191,897
+30,635
+19% +$2.22M 0.02% 780
2025
Q2 		$11.1M Buy
161,262
+17,477
+12% +$1.21M 0.02% 770
2025
Q1 		$10.2M Sell
143,785
-4,554
-3% -$310K 0.02% 668
2024
Q4 		$9.91M Buy
148,339
+7,209
+5% +$484K 0.02% 666
2024
Q3 		$9.22M Buy
141,130
+7,470
+6% +$443K 0.02% 714
2024
Q2 		$7.14M Sell
133,660
-19,854
-13% -$1.08M 0.02% 807
2024
Q1 		$8.25M Sell
153,514
-24,229
-14% -$1.38M 0.02% 772
2023
Q4 		$11M Sell
177,743
-55,213
-24% -$3.31M 0.02% 740
2023
Q3 		$13.3M Buy
232,956
+71,017
+44% +$4.27M 0.02% 718
2023
Q2 		$10.1M Buy
161,939
+6,125
+4% +$409K 0.02% 759
2023
Q1 		$10.5M Sell
155,814
-20,668
-12% -$1.39M 0.02% 746
2022
Q4 		$12.4M Buy
176,482
+2,573
+1% +$171K 0.03% 632
2022
Q3 		$11.1M Sell
173,909
-19,379
-10% -$1.41M 0.03% 603
2022
Q2 		$13.7M Buy
193,288
+29,189
+18% +$2.12M 0.03% 515
2022
Q1 		$11.7M Buy
164,099
+7,481
+5% +$514K 0.02% 667
2021
Q4 		$10.6M Buy
156,618
+6,130
+4% +$400K 0.02% 715
2021
Q3 		$9.41M Buy
150,488
+7,442
+5% +$503K 0.02% 697
2021
Q2 		$9.43M Buy
143,046
+7,817
+6% +$544K 0.02% 676
2021
Q1 		$8.99M Sell
135,229
-101,162
-43% -$6.39M 0.02% 643
2020
Q4 		$15.8M Buy
236,391
+9,045
+4% +$630K 0.04% 385
2020
Q3 		$15.6M Buy
227,346
+28,040
+14% +$1.91M 0.05% 339
2020
Q2 		$12.5M Sell
199,306
-62,669
-24% -$3.95M 0.04% 373
2020
Q1 		$10.9M Buy
+261,975
New +$17.1M 0.04% 350

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Osaic Holdings's XEL Position: Q2 2026 in Review

Osaic Holdings increased its Xcel Energy (XEL) stake by 1.3% in Q2 2026, buying an estimated $165K and bringing the position to 165,840 shares worth $13.3M. The position accounts for 0.02% of the portfolio, ranked #856.

Osaic Holdings first reported a position in XEL in Q1 2020 and has held it in 26 quarters since. The position peaked at $15.8M in Q4 2020. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Osaic Holdings held 165,840 shares of Xcel Energy worth $13.3M as of Q2 2026.
  • Osaic Holdings bought 2,062 Xcel Energy shares in Q2 2026, an estimated $165K.
  • Xcel Energy made up 0.02% of Osaic Holdings's portfolio in Q2 2026, its #856 holding.
  • Osaic Holdings first reported a position in Xcel Energy in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Xcel Energy position peaked at $15.8M in Q4 2020.
  • 1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.