Rakuten Investment Management’s Xcel Energy XEL Stock Holding History

Rakuten Investment 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	$12.3M	Sell	150,401 -83,988	-36%	-$6.7M	0.04%	161
2026 Q1	$18M	Buy	234,389 +124,648	+114%	+$9.78M	0.04%	94
2025 Q4	$8.13M	Buy	109,741 +100,090	+1,037%	+$7.89M	0.03%	200
2025 Q3	$1.68M	Buy	+9,651	New	+$698K	0.01%	445
2025 Q1	$5.12M	Buy	+73,474	New	+$5M	0.02%	201
2024 Q3	$2.86M	Buy	44,237 +11,458	+35%	+$680K	0.02%	182
2024 Q2	$1.77M	Buy	32,779 +12,617	+63%	+$686K	0.01%	206
2024 Q1	$1.08M	Buy	20,162 +18,797	+1,377%	+$1.07M	0.01%	216
2023 Q4	$84.5K	Buy	+1,365	New	+$81.9K	﹤0.01%	219

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

Rakuten Investment Management's XEL Position: Q2 2026 in Review

Rakuten Investment Management reduced its Xcel Energy (XEL) stake by 36% in Q2 2026, selling an estimated $6.7M and leaving 150,401 shares worth $12.3M. The position accounts for 0.04% of the portfolio, ranked #161.

Rakuten Investment Management first reported a position in XEL in Q4 2023 and has held it in 9 quarters since. The position peaked at $18M in Q1 2026. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Rakuten Investment Management held 150,401 shares of Xcel Energy worth $12.3M as of Q2 2026.
Rakuten Investment Management sold 83,988 Xcel Energy shares in Q2 2026, an estimated $6.7M.
Xcel Energy made up 0.04% of Rakuten Investment Management's portfolio in Q2 2026, its #161 holding.
Rakuten Investment Management first reported a position in Xcel Energy in Q4 2023 and has held it in 9 quarters since.
Rakuten Investment Management's Xcel Energy position peaked at $18M in Q1 2026.
1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.