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Resona Asset Management’s Xcel Energy XEL Stock Holding History

Resona 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 		$15.6M Sell
193,872
-3,824
-2% -$305K 0.07% 244
2026
Q1 		$15.7M Buy
197,696
+2,682
+1% +$210K 0.08% 235
2025
Q4 		$14.4M Sell
195,014
-5,416
-3% -$427K 0.07% 243
2025
Q3 		$16.1M Sell
200,430
-8,750
-4% -$633K 0.08% 240
2025
Q2 		$14.2M Buy
209,180
+12,133
+6% +$841K 0.07% 266
2025
Q1 		$13.9M Buy
197,047
+17,263
+10% +$1.18M 0.08% 237
2024
Q4 		$12.2M Sell
179,784
-5,005
-3% -$336K 0.07% 248
2024
Q3 		$12.1M Sell
184,789
-3,035
-2% -$180K 0.07% 259
2024
Q2 		$10M Sell
187,824
-57,634
-23% -$3.14M 0.06% 289
2024
Q1 		$13.2M Buy
+245,458
New +$14M 0.08% 249

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

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

Resona Asset Management reduced its Xcel Energy (XEL) stake by 1.9% in Q2 2026, selling an estimated $305K and leaving 193,872 shares worth $15.6M. The position accounts for 0.07% of the portfolio, ranked #244.

Resona Asset Management first reported a position in XEL in Q1 2024 and has held it in 10 quarters since. The position peaked at $16.1M in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Resona Asset Management held 193,872 shares of Xcel Energy worth $15.6M as of Q2 2026.
  • Resona Asset Management sold 3,824 Xcel Energy shares in Q2 2026, an estimated $305K.
  • Xcel Energy made up 0.07% of Resona Asset Management's portfolio in Q2 2026, its #244 holding.
  • Resona Asset Management first reported a position in Xcel Energy in Q1 2024 and has held it in 10 quarters since.
  • Resona Asset Management's Xcel Energy position peaked at $16.1M in Q3 2025.
  • 1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Resona Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.