Picton Mahoney Asset Management’s Xcel Energy XEL Stock Holding History

Picton Mahoney Asset Management’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	$16.1K	Buy	200 +182	+1,011%	+$14.5K	﹤0.01%	1070
2026 Q1	$1.43K	Sell	18 -16,405	-100%	-$1.29M	﹤0.01%	1081
2025 Q4	$1.21M	Buy	16,423 +16,405	+91,139%	+$1.29M	0.01%	516
2025 Q3	$1K	Hold	18	–	–	﹤0.01%	1051
2025 Q2	$1K	Sell	18 -16,307	-100%	-$1.13M	﹤0.01%	951
2025 Q1	$1.16M	Buy	16,325 +11,316	+226%	+$770K	0.02%	303
2024 Q4	$337K	Buy	5,009 +1,545	+45%	+$104K	0.01%	316
2024 Q3	$226K	Buy	+3,464	New	+$205K	0.01%	319
2022 Q4	–	Sell	-934	Closed	-$60K	–	734
2022 Q3	$60K	Buy	+934	New	+$68K	﹤0.01%	581
2022 Q1	–	Sell	-6,200	Closed	-$419K	–	1021
2021 Q4	$419K	Buy	+6,200	New	+$404K	0.01%	655
2015 Q4	–	Sell	-29,700	Closed	-$1.05M	–	342
2015 Q3	$1.05M	Buy	+29,700	New	+$1.01M	0.06%	169

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 $3.38T AUM 44.17% 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

Picton Mahoney Asset Management's XEL Position: Q2 2026 in Review

Picton Mahoney Asset Management increased its Xcel Energy (XEL) stake by 1,011% in Q2 2026, buying an estimated $14.5K and bringing the position to 200 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Picton Mahoney Asset Management first reported a position in XEL in Q3 2015 and has held it in 11 quarters since. The position peaked at $1.21M in Q4 2025. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Picton Mahoney Asset Management held 200 shares of Xcel Energy worth $16.1K as of Q2 2026.
Picton Mahoney Asset Management bought 182 Xcel Energy shares in Q2 2026, an estimated $14.5K.
Xcel Energy made up ﹤0.01% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #1070 holding.
Picton Mahoney Asset Management first reported a position in Xcel Energy in Q3 2015 and has held it in 11 quarters since.
Picton Mahoney Asset Management's Xcel Energy position peaked at $1.21M in Q4 2025.
1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.