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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
Q2 		$2.09M Buy
26,038
+45
+0.2% +$3.59K 0.06% 208
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
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 $3.38T AUM 44.17% 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

Pallas Capital Advisors's XEL Position: Q2 2026 in Review

Pallas Capital Advisors increased its Xcel Energy (XEL) stake by 0.17% in Q2 2026, buying an estimated $3.59K and bringing the position to 26,038 shares worth $2.09M. The position accounts for 0.06% of the portfolio, ranked #208.

Pallas Capital Advisors first reported a position in XEL in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.16M in Q3 2025. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Pallas Capital Advisors held 26,038 shares of Xcel Energy worth $2.09M as of Q2 2026.
  • Pallas Capital Advisors bought 45 Xcel Energy shares in Q2 2026, an estimated $3.59K.
  • Xcel Energy made up 0.06% of Pallas Capital Advisors's portfolio in Q2 2026, its #208 holding.
  • Pallas Capital Advisors first reported a position in Xcel Energy in Q3 2023 and has held it in 12 quarters since.
  • Pallas Capital Advisors's Xcel Energy position peaked at $2.16M in Q3 2025.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.