Ray Dalio
XEL icon

Ray Dalio’s Xcel Energy XEL Stock Holding History

Ray Dalio’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 		– Sell
-18,031
Closed -$1.33M – 1244
2025
Q4 		$1.33M Sell
18,031
-47,363
-72% -$3.74M ﹤0.01% 841
2025
Q3 		$5.27M Buy
+65,394
New +$4.73M 0.02% 488
2023
Q1 		– Sell
-189,343
Closed -$13.3M – 918
2022
Q4 		$13.3M Buy
189,343
+89,567
+90% +$5.96M 0.07% 204
2022
Q3 		$6.39M Sell
99,776
-178,313
-64% -$13M 0.03% 333
2022
Q2 		$19.7M Buy
278,089
+124,101
+81% +$9.03M 0.08% 209
2022
Q1 		$11.1M Buy
153,988
+121,864
+379% +$8.37M 0.04% 282
2021
Q4 		$2.17M Buy
+32,124
New +$2.09M 0.01% 453
2020
Q3 		– Sell
-8,865
Closed -$554K – 509
2020
Q2 		$554K Sell
8,865
-5,980
-40% -$377K 0.01% 244
2020
Q1 		$895K Buy
+14,845
New +$967K 0.02% 214
2019
Q1 		– Sell
-40,102
Closed -$1.98M – 517
2018
Q4 		$1.98M Buy
40,102
+34,647
+635% +$1.74M 0.02% 243
2018
Q3 		$258K Sell
5,455
-2,334
-30% -$110K ﹤0.01% 329
2018
Q2 		$356K Sell
7,789
-4,614
-37% -$207K ﹤0.01% 397
2018
Q1 		$564K Sell
12,403
-108,315
-90% -$4.83M 0.01% 377
2017
Q4 		$5.81M Buy
120,718
+81,634
+209% +$4.05M 0.05% 79
2017
Q3 		$1.85M Buy
39,084
+28,415
+266% +$1.36M 0.01% 180
2017
Q2 		$489K Buy
+10,669
New +$491K ﹤0.01% 256
2014
Q4 		– Sell
-15,900
Closed -$483K – 428
2014
Q3 		$483K Buy
+15,900
New +$497K ﹤0.01% 285

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ray Dalio's XEL Position: Q1 2026 in Review

Ray Dalio sold out of Xcel Energy (XEL) in Q1 2026, closing a stake of 18,031 shares — an estimated $1.33M sold.

Ray Dalio first reported a position in XEL in Q3 2014 and held it in 17 quarters. The position peaked at $19.7M in Q2 2022. 1,268 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Ray Dalio reported no remaining Xcel Energy position as of Q1 2026 after selling out during the quarter.
  • Ray Dalio sold 18,031 Xcel Energy shares in Q1 2026, an estimated $1.33M.
  • Ray Dalio first reported a position in Xcel Energy in Q3 2014 and held it in 17 quarters.
  • Ray Dalio's Xcel Energy position peaked at $19.7M in Q2 2022.
  • 1,268 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.