Resolution Capital’s Xcel Energy XEL Stock Holding History

Resolution Capital’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	$6.46M	Sell	81,364 -4,646	-5%	-$364K	0.14%	33
2025 Q4	$6.35M	Buy	86,010 +23,609	+38%	+$1.86M	0.14%	31
2025 Q3	$5.03M	Buy	62,401 +37,428	+150%	+$2.71M	0.1%	30
2025 Q2	$1.7M	Buy	+24,973	New	+$1.73M	0.03%	34
2024 Q4	–	Sell	-26,841	Closed	-$1.75M	–	49
2024 Q3	$1.75M	Buy	26,841 +5,461	+26%	+$324K	0.03%	39
2024 Q2	$1.14M	Buy	21,380 +8,600	+67%	+$468K	0.02%	34
2024 Q1	$687K	Buy	+12,780	New	+$730K	0.01%	41
2023 Q3	–	Sell	-4,566	Closed	-$284K	–	42
2023 Q2	$284K	Buy	4,566 +306	+7%	+$20.4K	﹤0.01%	38
2023 Q1	$287K	Buy	4,260 +400	+10%	+$27K	﹤0.01%	32
2022 Q4	$271K	Sell	3,860 -600	-13%	-$39.9K	﹤0.01%	32
2022 Q3	$285K	Sell	4,460 -890	-17%	-$64.8K	0.01%	28
2022 Q2	$379K	Sell	5,350 -1,820	-25%	-$132K	0.01%	30
2022 Q1	$517K	Hold	7,170	–	–	0.01%	28
2021 Q4	$485K	Buy	7,170 +1,600	+29%	+$104K	0.01%	29
2021 Q3	$348K	Buy	+5,570	New	+$376K	﹤0.01%	30

Other funds holding XEL

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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