Principal Financial Group
XEL icon

Principal Financial Group’s Xcel Energy XEL Stock Holding History

Principal Financial 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
Q1 		$156M Sell
1,961,725
-121,682
-6% -$9.54M 0.08% 211
2025
Q4 		$154M Sell
2,083,407
-384,734
-16% -$30.3M 0.08% 216
2025
Q3 		$199M Sell
2,468,141
-21,611
-0.9% -$1.56M 0.1% 189
2025
Q2 		$170M Buy
2,489,752
+63,761
+3% +$4.42M 0.09% 203
2025
Q1 		$172M Sell
2,425,991
-49,921
-2% -$3.4M 0.1% 193
2024
Q4 		$167M Sell
2,475,912
-36,670
-1% -$2.46M 0.09% 194
2024
Q3 		$164M Sell
2,512,582
-22,726
-0.9% -$1.35M 0.09% 199
2024
Q2 		$135M Sell
2,535,308
-49,246
-2% -$2.68M 0.08% 213
2024
Q1 		$139M Sell
2,584,554
-356,057
-12% -$20.3M 0.08% 209
2023
Q4 		$182M Sell
2,940,611
-54,386
-2% -$3.26M 0.12% 160
2023
Q3 		$171M Buy
2,994,997
+155,443
+5% +$9.34M 0.12% 156
2023
Q2 		$177M Sell
2,839,554
-379,783
-12% -$25.4M 0.12% 167
2023
Q1 		$217M Buy
3,219,337
+68,858
+2% +$4.65M 0.16% 147
2022
Q4 		$221M Buy
3,150,479
+123,710
+4% +$8.23M 0.17% 140
2022
Q3 		$194M Buy
3,026,769
+6,387
+0.2% +$465K 0.15% 149
2022
Q2 		$214M Buy
3,020,382
+394,298
+15% +$28.7M 0.16% 142
2022
Q1 		$190M Sell
2,626,084
-273,448
-9% -$18.8M 0.12% 184
2021
Q4 		$196M Buy
2,899,532
+203,262
+8% +$13.3M 0.12% 184
2021
Q3 		$169M Sell
2,696,270
-11,309
-0.4% -$764K 0.11% 190
2021
Q2 		$178M Sell
2,707,579
-287,269
-10% -$20M 0.12% 182
2021
Q1 		$199M Buy
2,994,848
+48,130
+2% +$3.04M 0.14% 166
2020
Q4 		$196M Buy
2,946,718
+46,108
+2% +$3.21M 0.15% 163
2020
Q3 		$200M Sell
2,900,610
-126,813
-4% -$8.65M 0.17% 147
2020
Q2 		$189M Buy
3,027,423
+38,204
+1% +$2.41M 0.17% 148
2020
Q1 		$180M Sell
2,989,219
-61,057
-2% -$3.98M 0.2% 133
2019
Q4 		$194M Sell
3,050,276
-36,766
-1% -$2.3M 0.16% 170
2019
Q3 		$200M Sell
3,087,042
-213
-0% -$13.3K 0.18% 149
2019
Q2 		$184M Sell
3,087,255
-435,164
-12% -$25M 0.17% 151
2019
Q1 		$198M Sell
3,522,419
-77,133
-2% -$4.1M 0.18% 135
2018
Q4 		$177M Buy
3,599,552
+74,259
+2% +$3.72M 0.19% 126
2018
Q3 		$166M Sell
3,525,293
-18,855
-0.5% -$890K 0.15% 167
2018
Q2 		$162M Sell
3,544,148
-35,845
-1% -$1.61M 0.15% 162
2018
Q1 		$163M Sell
3,579,993
-321,114
-8% -$14.3M 0.16% 159
2017
Q4 		$188M Sell
3,901,107
-20,419
-0.5% -$1.01M 0.17% 138
2017
Q3 		$186M Buy
3,921,526
+179,591
+5% +$8.62M 0.18% 137
2017
Q2 		$172M Buy
3,741,935
+2,940,959
+367% +$135M 0.17% 145
2017
Q1 		$35.6M Buy
800,976
+37,752
+5% +$1.6M 0.04% 450
2016
Q4 		$31.1M Sell
763,224
-1,054,656
-58% -$42.2M 0.04% 481
2016
Q3 		$74.8M Buy
1,817,880
+1,033,521
+132% +$44.2M 0.1% 218
2016
Q2 		$35.1M Buy
784,359
+5,476
+0.7% +$227K 0.05% 360
2016
Q1 		$32.6M Buy
778,883
+13,976
+2% +$545K 0.05% 376
2015
Q4 		$27.5M Buy
764,907
+14,453
+2% +$516K 0.04% 428
2015
Q3 		$26.6M Buy
750,454
+27,990
+4% +$952K 0.04% 432
2015
Q2 		$23.2M Sell
722,464
-22,577
-3% -$759K 0.03% 518
2015
Q1 		$25.9M Buy
745,041
+58,425
+9% +$2.09M 0.04% 441
2014
Q4 		$24.7M Buy
686,616
+8,862
+1% +$298K 0.04% 451
2014
Q3 		$20.6M Buy
677,754
+43,947
+7% +$1.37M 0.04% 498
2014
Q2 		$20.4M Buy
633,807
+10,085
+2% +$313K 0.03% 514
2014
Q1 		$18.9M Sell
623,722
-3,411
-0.5% -$99.5K 0.03% 533
2013
Q4 		$17.5M Sell
627,133
-4,454
-0.7% -$126K 0.03% 563
2013
Q3 		$17.4M Sell
631,587
-615
-0.1% -$17.6K 0.04% 520
2013
Q2 		$17.9M Buy
+632,202
New +$18.9M 0.04% 480

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group's XEL Position: Q1 2026 in Review

Principal Financial Group reduced its Xcel Energy (XEL) stake by 5.8% in Q1 2026, selling an estimated $9.54M and leaving 1,961,725 shares worth $156M. The position accounts for 0.08% of the portfolio, ranked #211.

Principal Financial Group first reported a position in XEL in Q2 2013 and has held it in 52 quarters since. The position peaked at $221M in Q4 2022. 1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Principal Financial Group held 1,961,725 shares of Xcel Energy worth $156M as of Q1 2026.
  • Principal Financial Group sold 121,682 Xcel Energy shares in Q1 2026, an estimated $9.54M.
  • Xcel Energy made up 0.08% of Principal Financial Group's portfolio in Q1 2026, its #211 holding.
  • Principal Financial Group first reported a position in Xcel Energy in Q2 2013 and has held it in 52 quarters since.
  • Principal Financial Group's Xcel Energy position peaked at $221M in Q4 2022.
  • 1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.