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PKO Investment Management Joint-Stock’s Xcel Energy XEL Stock Holding History

PKO Investment Management Joint-Stock’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 		$1.61M Buy
20,000
+10,000
+100% +$798K 0.12% 136
2026
Q1 		$794K Sell
10,000
-10,000
-50% -$784K 0.07% 172
2025
Q4 		$1.48M Buy
+20,000
New +$1.58M 0.12% 139

Other funds holding XEL

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

PKO Investment Management Joint-Stock's XEL Position: Q2 2026 in Review

PKO Investment Management Joint-Stock increased its Xcel Energy (XEL) stake by 100% in Q2 2026, buying an estimated $798K and bringing the position to 20,000 shares worth $1.61M. The position accounts for 0.12% of the portfolio, ranked #136.

PKO Investment Management Joint-Stock first reported a position in XEL in Q4 2025 and has held it in 3 quarters since. 583 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • PKO Investment Management Joint-Stock held 20,000 shares of Xcel Energy worth $1.61M as of Q2 2026.
  • PKO Investment Management Joint-Stock bought 10,000 Xcel Energy shares in Q2 2026, an estimated $798K.
  • Xcel Energy made up 0.12% of PKO Investment Management Joint-Stock's portfolio in Q2 2026, its #136 holding.
  • PKO Investment Management Joint-Stock first reported a position in Xcel Energy in Q4 2025 and has held it in 3 quarters since.
  • 583 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on PKO Investment Management Joint-Stock's 13F filing for Q2 2026, filed 20 Jul 2026.