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Ramirez Asset Management’s Xcel Energy XEL Stock Holding History

Ramirez 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 		$237K Hold
2,949
– – 0.02% 196
2026
Q1 		$234K Buy
+2,949
New +$231K 0.03% 197
2024
Q2 		– Sell
-15,400
Closed -$828K – 404
2024
Q1 		$828K Buy
15,400
+7,850
+104% +$448K 0.17% 141
2023
Q4 		$467K Hold
7,550
– – 0.09% 175
2023
Q3 		$432K Buy
+7,550
New +$454K 0.09% 177

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ramirez Asset Management's XEL Position: Q2 2026 in Review

Ramirez Asset Management held its Xcel Energy (XEL) position steady in Q2 2026 at 2,949 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #196.

Ramirez Asset Management first reported a position in XEL in Q3 2023 and has held it in 5 quarters since. The position peaked at $828K in Q1 2024. 1,285 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Ramirez Asset Management held 2,949 shares of Xcel Energy worth $237K as of Q2 2026.
  • Ramirez Asset Management left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.02% of Ramirez Asset Management's portfolio in Q2 2026, its #196 holding.
  • Ramirez Asset Management first reported a position in Xcel Energy in Q3 2023 and has held it in 5 quarters since.
  • Ramirez Asset Management's Xcel Energy position peaked at $828K in Q1 2024.
  • 1,285 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

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