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
2021
Q2 		– Sell
-4
Closed -$1K – 7145
2021
Q1 		$1K Hold
4
– – ﹤0.01% 6707
2020
Q4 		$2K Hold
4
– – ﹤0.01% 6121
2020
Q3 		$1K Sell
4
-4
-50% -$273 ﹤0.01% 6093
2020
Q2 		$3K Buy
+8
New +$504 ﹤0.01% 5700

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Osaic Holdings's XEL Position: Q1 2026 in Review

Osaic Holdings increased its Xcel Energy (XEL) stake by 2% in Q1 2026, buying an estimated $253K and bringing the position to 163,778 shares worth $13M. The position accounts for 0.02% of the portfolio, ranked #757.

Osaic Holdings first reported a position in XEL in Q1 2020 and has held it in 25 quarters since. The position peaked at $15.8M in Q4 2020. 1,265 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Osaic Holdings held 163,778 shares of Xcel Energy worth $13M as of Q1 2026.
  • Osaic Holdings bought 3,226 Xcel Energy shares in Q1 2026, an estimated $253K.
  • Xcel Energy made up 0.02% of Osaic Holdings's portfolio in Q1 2026, its #757 holding.
  • Osaic Holdings first reported a position in Xcel Energy in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Xcel Energy position peaked at $15.8M in Q4 2020.
  • 1,265 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.