Oxford Asset Management’s Xcel Energy XEL Stock Holding History

Oxford 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
2025 Q2	–	Sell	-3,549	Closed	-$251K	–	792
2025 Q1	$251K	Buy	+3,549	New	+$242K	0.11%	298
2019 Q4	–	Sell	-3,780	Closed	-$245K	–	2135
2019 Q3	$245K	Sell	3,780 -17,073	-82%	-$1.06M	0.01%	1525
2019 Q2	$1.24M	Buy	+20,853	New	+$1.2M	0.03%	874
2018 Q4	–	Sell	-129,482	Closed	-$6.1M	–	2151
2018 Q3	$6.1M	Buy	129,482 +75,453	+140%	+$3.56M	0.13%	171
2018 Q2	$2.47M	Buy	+54,029	New	+$2.42M	0.05%	537
2017 Q3	–	Sell	-52,412	Closed	-$2.4M	–	1735
2017 Q2	$2.4M	Buy	52,412 +40,722	+348%	+$1.87M	0.05%	519
2017 Q1	$520K	Buy	+11,690	New	+$495K	0.01%	1039

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Oxford Asset Management's XEL Position: Q2 2025 in Review

Oxford Asset Management sold out of Xcel Energy (XEL) in Q2 2025, closing a stake of 3,549 shares — an estimated $251K sold.

Oxford Asset Management first reported a position in XEL in Q1 2017 and held it in 7 quarters. The position peaked at $6.1M in Q3 2018. 1,132 funds tracked by Wall St. Rank hold XEL as of Q2 2025.

Oxford Asset Management reported no remaining Xcel Energy position as of Q2 2025 after selling out during the quarter.
Oxford Asset Management sold 3,549 Xcel Energy shares in Q2 2025, an estimated $251K.
Oxford Asset Management first reported a position in Xcel Energy in Q1 2017 and held it in 7 quarters.
Oxford Asset Management's Xcel Energy position peaked at $6.1M in Q3 2018.
1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.

Based on Oxford Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.