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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rakuten Investment Management's XEL Position: Q1 2026 in Review

Rakuten Investment Management increased its Xcel Energy (XEL) stake by 114% in Q1 2026, buying an estimated $9.78M and bringing the position to 234,389 shares worth $18M. The position accounts for 0.04% of the portfolio, ranked #94.

Rakuten Investment Management first reported a position in XEL in Q4 2023 and has held it in 8 quarters since. 1,265 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Rakuten Investment Management held 234,389 shares of Xcel Energy worth $18M as of Q1 2026.
Rakuten Investment Management bought 124,648 Xcel Energy shares in Q1 2026, an estimated $9.78M.
Xcel Energy made up 0.04% of Rakuten Investment Management's portfolio in Q1 2026, its #94 holding.
Rakuten Investment Management first reported a position in Xcel Energy in Q4 2023 and has held it in 8 quarters since.
1,265 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.