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XEL icon

Ossiam’s Xcel Energy XEL Stock Holding History

Ossiam’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 		$2.66M Buy
33,130
+32,411
+4,508% +$2.59M 0.04% 249
2026
Q1 		$57.1K Sell
719
-77
-10% -$6.04K ﹤0.01% 356
2025
Q4 		$58.8K Sell
796
-1,539
-66% -$121K ﹤0.01% 359
2025
Q3 		$188K Buy
2,335
+1,992
+581% +$144K ﹤0.01% 610
2025
Q2 		$23.4K Buy
+343
New +$23.8K ﹤0.01% 614
2025
Q1 		– Sell
-2,844
Closed -$192K – 659
2024
Q4 		$192K Sell
2,844
-651
-19% -$43.7K ﹤0.01% 528
2024
Q3 		$228K Buy
+3,495
New +$207K ﹤0.01% 526
2023
Q4 		– Sell
-3,946
Closed -$226K – 676
2023
Q3 		$226K Sell
3,946
-3,513
-47% -$211K ﹤0.01% 594
2023
Q2 		$464K Buy
+7,459
New +$498K 0.01% 451
2023
Q1 		– Sell
-1,153
Closed -$80.8K – 745
2022
Q4 		$80.8K Sell
1,153
-29,008
-96% -$1.93M ﹤0.01% 616
2022
Q3 		$1.93M Sell
30,161
-6,133
-17% -$446K 0.06% 192
2022
Q2 		$2.57M Buy
36,294
+15,375
+73% +$1.12M 0.08% 154
2022
Q1 		$1.51M Buy
20,919
+19,849
+1,855% +$1.36M 0.04% 196
2021
Q4 		$72K Sell
1,070
-3,025
-74% -$197K ﹤0.01% 382
2021
Q3 		$256K Buy
+4,095
New +$277K 0.01% 365
2021
Q2 		– Sell
-8,155
Closed -$542K – 495
2021
Q1 		$542K Sell
8,155
-16,329
-67% -$1.03M 0.02% 297
2020
Q4 		$1.63M Buy
24,484
+12,947
+112% +$902K 0.06% 163
2020
Q3 		$796K Buy
11,537
+4,299
+59% +$293K 0.03% 211
2020
Q2 		$452K Sell
7,238
-14,451
-67% -$911K 0.03% 242
2020
Q1 		$1.31M Buy
21,689
+15,390
+244% +$1M 0.09% 155
2019
Q4 		$400K Sell
6,299
-31,509
-83% -$1.97M 0.03% 261
2019
Q3 		$2.45M Sell
37,808
-41,404
-52% -$2.58M 0.17% 103
2019
Q2 		$4.71M Sell
79,212
-2,180
-3% -$125K 0.37% 61
2019
Q1 		$4.58M Buy
81,392
+19,221
+31% +$1.02M 0.38% 58
2018
Q4 		$3.06M Buy
+62,171
New +$3.12M 0.46% 64

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

Ossiam's XEL Position: Q2 2026 in Review

Ossiam increased its Xcel Energy (XEL) stake by 4,508% in Q2 2026, buying an estimated $2.59M and bringing the position to 33,130 shares worth $2.66M. The position accounts for 0.04% of the portfolio, ranked #249.

Ossiam first reported a position in XEL in Q4 2018 and has held it in 25 quarters since. The position peaked at $4.71M in Q2 2019. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Ossiam held 33,130 shares of Xcel Energy worth $2.66M as of Q2 2026.
  • Ossiam bought 32,411 Xcel Energy shares in Q2 2026, an estimated $2.59M.
  • Xcel Energy made up 0.04% of Ossiam's portfolio in Q2 2026, its #249 holding.
  • Ossiam first reported a position in Xcel Energy in Q4 2018 and has held it in 25 quarters since.
  • Ossiam's Xcel Energy position peaked at $4.71M in Q2 2019.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Ossiam's 13F filing for Q2 2026, filed 13 Aug 2026.