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RNC Capital Management’s Xcel Energy XEL Stock Holding History

RNC Capital 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
2025
Q4 		$289K Buy
3,913
+7
+0.2% +$552 0.01% 162
2025
Q3 		$315K Buy
3,906
+8
+0.2% +$579 0.01% 153
2025
Q2 		$265K Buy
3,898
+8
+0.2% +$555 0.01% 161
2025
Q1 		$275K Buy
3,890
+9
+0.2% +$613 0.01% 148
2024
Q4 		$262K Buy
3,881
+18
+0.5% +$1.21K 0.01% 146
2024
Q3 		$206K Hold
3,863
– – 0.01% 148
2024
Q2 		$206K Buy
3,863
+10
+0.3% +$544 0.01% 148
2024
Q1 		$207K Buy
3,853
+8
+0.2% +$457 0.01% 145
2023
Q4 		$238K Buy
3,845
+9
+0.2% +$540 0.01% 137
2023
Q3 		$220K Buy
3,836
+8
+0.2% +$481 0.01% 142
2023
Q2 		$238K Buy
3,828
+767
+25% +$51.2K 0.01% 170
2023
Q1 		$206K Buy
+3,061
New +$207K 0.01% 177

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

RNC Capital Management's XEL Position: Q4 2025 in Review

RNC Capital Management increased its Xcel Energy (XEL) stake by 0.18% in Q4 2025, buying an estimated $552 and bringing the position to 3,913 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #162.

RNC Capital Management first reported a position in XEL in Q1 2023 and has held it in 12 quarters since. The position peaked at $315K in Q3 2025. 1,246 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

  • RNC Capital Management held 3,913 shares of Xcel Energy worth $289K as of Q4 2025.
  • RNC Capital Management bought 7 Xcel Energy shares in Q4 2025, an estimated $552.
  • Xcel Energy made up 0.01% of RNC Capital Management's portfolio in Q4 2025, its #162 holding.
  • RNC Capital Management first reported a position in Xcel Energy in Q1 2023 and has held it in 12 quarters since.
  • RNC Capital Management's Xcel Energy position peaked at $315K in Q3 2025.
  • 1,246 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on RNC Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.