&Partners’s Xcel Energy XEL Stock Holding History

&Partners’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	$10.2M	Sell	126,448 -5,580	-4%	-$445K	0.04%	378
2026 Q1	$10.5M	Sell	132,028 -16,537	-11%	-$1.3M	0.05%	307
2025 Q4	$11M	Buy	148,565 +13,971	+10%	+$1.1M	0.06%	288
2025 Q3	$10.9M	Buy	134,594 +12,387	+10%	+$896K	0.07%	250
2025 Q2	$8.32M	Buy	122,207 +9,891	+9%	+$686K	0.06%	265
2025 Q1	$7.84M	Buy	112,316 +5,170	+5%	+$352K	0.08%	225
2024 Q4	$7.15M	Buy	107,146 +40,436	+61%	+$2.71M	0.09%	227
2024 Q3	$4.35M	Buy	66,710 +39,381	+144%	+$2.34M	0.08%	225
2024 Q2	$1.45M	Buy	27,329 +21,317	+355%	+$1.16M	0.06%	257
2024 Q1	$323K	Buy	+6,012	New	+$343K	0.04%	347

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

&Partners's XEL Position: Q2 2026 in Review

&Partners reduced its Xcel Energy (XEL) stake by 4.2% in Q2 2026, selling an estimated $445K and leaving 126,448 shares worth $10.2M. The position accounts for 0.04% of the portfolio, ranked #378.

&Partners first reported a position in XEL in Q1 2024 and has held it in 10 quarters since. The position peaked at $11M in Q4 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

&Partners held 126,448 shares of Xcel Energy worth $10.2M as of Q2 2026.
&Partners sold 5,580 Xcel Energy shares in Q2 2026, an estimated $445K.
Xcel Energy made up 0.04% of &Partners's portfolio in Q2 2026, its #378 holding.
&Partners first reported a position in Xcel Energy in Q1 2024 and has held it in 10 quarters since.
&Partners's Xcel Energy position peaked at $11M in Q4 2025.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.