Pallas Capital Advisors’s Xcel Energy XEL Stock Holding History

Pallas Capital Advisors’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	$2.06M	Sell	25,993 -55	-0.2%	-$4.31K	0.08%	191
2025 Q4	$1.92M	Sell	26,048 -792	-3%	-$62.5K	0.06%	228
2025 Q3	$2.16M	Sell	26,840 -196	-0.7%	-$14.2K	0.08%	197
2025 Q2	$1.84M	Sell	27,036 -584	-2%	-$40.5K	0.07%	208
2025 Q1	$1.96M	Sell	27,620 -489	-2%	-$33.3K	0.08%	188
2024 Q4	$1.9M	Buy	28,109 +123	+0.4%	+$8.25K	0.08%	159
2024 Q3	$1.82M	Buy	27,986 +10,123	+57%	+$600K	0.08%	158
2024 Q2	$996K	Buy	17,863 +4,752	+36%	+$259K	0.04%	211
2024 Q1	$705K	Buy	13,111 +914	+7%	+$52.2K	0.03%	239
2023 Q4	$755K	Buy	12,197 +59	+0.5%	+$3.54K	0.04%	225
2023 Q3	$713K	Buy	+12,138	New	+$730K	0.04%	199

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 $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pallas Capital Advisors's XEL Position: Q1 2026 in Review

Pallas Capital Advisors reduced its Xcel Energy (XEL) stake by 0.21% in Q1 2026, selling an estimated $4.31K and leaving 25,993 shares worth $2.06M. The position accounts for 0.08% of the portfolio, ranked #191.

Pallas Capital Advisors first reported a position in XEL in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.16M in Q3 2025. 1,265 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Pallas Capital Advisors held 25,993 shares of Xcel Energy worth $2.06M as of Q1 2026.
Pallas Capital Advisors sold 55 Xcel Energy shares in Q1 2026, an estimated $4.31K.
Xcel Energy made up 0.08% of Pallas Capital Advisors's portfolio in Q1 2026, its #191 holding.
Pallas Capital Advisors first reported a position in Xcel Energy in Q3 2023 and has held it in 11 quarters since.
Pallas Capital Advisors's Xcel Energy position peaked at $2.16M in Q3 2025.
1,265 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.