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 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 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

Ostrum Asset Management's XEL Position: Q1 2026 in Review

Ostrum Asset Management increased its Xcel Energy (XEL) stake by 1.5% in Q1 2026, buying an estimated $1.65K and bringing the position to 1,415 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #544.

Ostrum Asset Management first reported a position in XEL in Q1 2023 and has held it in 13 quarters since. The position peaked at $404K in Q1 2024. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Ostrum Asset Management held 1,415 shares of Xcel Energy worth $112K as of Q1 2026.
Ostrum Asset Management bought 21 Xcel Energy shares in Q1 2026, an estimated $1.65K.
Xcel Energy made up 0.01% of Ostrum Asset Management's portfolio in Q1 2026, its #544 holding.
Ostrum Asset Management first reported a position in Xcel Energy in Q1 2023 and has held it in 13 quarters since.
Ostrum Asset Management's Xcel Energy position peaked at $404K in Q1 2024.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Ostrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.