Ostrum Asset Management
XEL icon

Ostrum Asset Management’s Xcel Energy XEL Stock Holding History

Ostrum Asset 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
Q3 		$68.2K Sell
968
-15
-2% -$1.16K ﹤0.01% 532
2026
Q2 		$78.9K Sell
983
-432
-31% -$34.5K ﹤0.01% 540
2026
Q1 		$112K Buy
1,415
+21
+2% +$1.65K 0.01% 544
2025
Q4 		$103K Sell
1,394
-464
-25% -$36.6K ﹤0.01% 516
2025
Q3 		$150K Buy
1,858
+816
+78% +$59K 0.01% 513
2025
Q2 		$71K Sell
1,042
-30
-3% -$2.08K ﹤0.01% 557
2025
Q1 		$75.9K Sell
1,072
-28
-3% -$1.91K ﹤0.01% 590
2024
Q4 		$74.3K Sell
1,100
-47
-4% -$3.15K 0.01% 607
2024
Q3 		$74.9K Buy
1,147
+14
+1% +$830 0.01% 590
2024
Q2 		$60.5K Sell
1,133
-6,376
-85% -$347K 0.01% 627
2024
Q1 		$404K Buy
7,509
+5,037
+204% +$288K 0.03% 466
2023
Q4 		$153K Buy
2,472
+11
+0.4% +$660 0.01% 553
2023
Q3 		$141K Sell
2,461
-17
-0.7% -$1.02K 0.01% 577
2023
Q2 		$154K Buy
2,478
+3
+0.1% +$200 0.01% 558
2023
Q1 		$167K Buy
+2,475
New +$167K 0.01% 546

Other funds holding XEL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Ostrum Asset Management's XEL Position: Q3 2026 in Review

Ostrum Asset Management reduced its Xcel Energy (XEL) stake by 1.5% in Q3 2026, selling an estimated $1.16K and leaving 968 shares worth $68.2K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Ostrum Asset Management first reported a position in XEL in Q1 2023 and has held it in 15 quarters since. The position peaked at $404K in Q1 2024. 1,050 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Ostrum Asset Management held 968 shares of Xcel Energy worth $68.2K as of Q3 2026.
  • Ostrum Asset Management sold 15 Xcel Energy shares in Q3 2026, an estimated $1.16K.
  • Xcel Energy made up ﹤0.01% of Ostrum Asset Management's portfolio in Q3 2026, its #532 holding.
  • Ostrum Asset Management first reported a position in Xcel Energy in Q1 2023 and has held it in 15 quarters since.
  • Ostrum Asset Management's Xcel Energy position peaked at $404K in Q1 2024.
  • 1,050 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Ostrum Asset Management's 13F filing for Q3 2026, filed 13 Nov 2026.