PCIG
XEL icon

Partners Capital Investment Group’s Xcel Energy XEL Stock Holding History

Partners Capital Investment Group’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 		$800K Sell
9,959
-8,944
-47% -$714K 0.03% 123
2026
Q1 		$1.5M Buy
18,903
+13,692
+263% +$1.07M 0.06% 102
2025
Q4 		$385K Hold
5,211
– – 0.01% 137
2025
Q3 		$420K Buy
+5,211
New +$377K 0.02% 138

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 $3.37T AUM 44.26% 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

Partners Capital Investment Group's XEL Position: Q2 2026 in Review

Partners Capital Investment Group reduced its Xcel Energy (XEL) stake by 47% in Q2 2026, selling an estimated $714K and leaving 9,959 shares worth $800K. The position accounts for 0.03% of the portfolio, ranked #123.

Partners Capital Investment Group first reported a position in XEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.5M in Q1 2026. 1,285 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Partners Capital Investment Group held 9,959 shares of Xcel Energy worth $800K as of Q2 2026.
  • Partners Capital Investment Group sold 8,944 Xcel Energy shares in Q2 2026, an estimated $714K.
  • Xcel Energy made up 0.03% of Partners Capital Investment Group's portfolio in Q2 2026, its #123 holding.
  • Partners Capital Investment Group first reported a position in Xcel Energy in Q3 2025 and has held it in 4 quarters since.
  • Partners Capital Investment Group's Xcel Energy position peaked at $1.5M in Q1 2026.
  • 1,285 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.