Pathstone Holdings
XEL icon

Pathstone Holdings’s Xcel Energy XEL Stock Holding History

Pathstone Holdings’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 		$7.12M Buy
88,355
+917
+1% +$73.2K 0.02% 520
2026
Q1 		$6.95M Sell
87,438
-4,249
-5% -$333K 0.03% 456
2025
Q4 		$6.78M Buy
91,687
+1,156
+1% +$91.2K 0.03% 451
2025
Q3 		$7.31M Buy
90,531
+74
+0.1% +$5.35K 0.03% 442
2025
Q2 		$6.16M Buy
90,457
+7,151
+9% +$496K 0.02% 478
2025
Q1 		$5.89M Buy
83,306
+3,959
+5% +$270K 0.03% 499
2024
Q4 		$5.36M Buy
79,347
+3,674
+5% +$246K 0.02% 520
2024
Q3 		$4.94M Buy
75,673
+6,620
+10% +$393K 0.02% 553
2024
Q2 		$3.69M Buy
69,053
+13,562
+24% +$738K 0.02% 642
2024
Q1 		$2.98M Sell
55,491
-7,474
-12% -$427K 0.01% 720
2023
Q4 		$3.9M Buy
+62,965
New +$3.78M 0.02% 497

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

Pathstone Holdings's XEL Position: Q2 2026 in Review

Pathstone Holdings increased its Xcel Energy (XEL) stake by 1% in Q2 2026, buying an estimated $73.2K and bringing the position to 88,355 shares worth $7.12M. The position accounts for 0.02% of the portfolio, ranked #520.

Pathstone Holdings first reported a position in XEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.31M in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Pathstone Holdings held 88,355 shares of Xcel Energy worth $7.12M as of Q2 2026.
  • Pathstone Holdings bought 917 Xcel Energy shares in Q2 2026, an estimated $73.2K.
  • Xcel Energy made up 0.02% of Pathstone Holdings's portfolio in Q2 2026, its #520 holding.
  • Pathstone Holdings first reported a position in Xcel Energy in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Xcel Energy position peaked at $7.31M in Q3 2025.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.