Rockefeller Capital Management
XEL icon

Rockefeller Capital Management’s Xcel Energy XEL Stock Holding History

Rockefeller 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
2026
Q1 		$5.58M Sell
70,214
-3,651
-5% -$286K 0.01% 884
2025
Q4 		$5.46M Buy
73,865
+11,351
+18% +$895K 0.01% 850
2025
Q3 		$5.04M Sell
62,514
-15,848
-20% -$1.15M 0.01% 816
2025
Q2 		$5.34M Buy
78,362
+18,387
+31% +$1.28M 0.01% 765
2025
Q1 		$4.25M Buy
59,975
+4,607
+8% +$314K 0.01% 790
2024
Q4 		$3.74M Buy
55,368
+8,476
+18% +$569K 0.01% 812
2024
Q3 		$3.06M Sell
46,892
-27,759
-37% -$1.65M 0.01% 850
2024
Q2 		$3.99M Sell
74,651
-5,147
-6% -$280K 0.01% 758
2024
Q1 		$4.29M Buy
79,798
+5,279
+7% +$301K 0.01% 742
2023
Q4 		$4.61M Sell
74,519
-20,960
-22% -$1.26M 0.02% 661
2023
Q3 		$5.46M Sell
95,479
-151,138
-61% -$9.08M 0.02% 559
2023
Q2 		$15.3M Buy
246,617
+7,672
+3% +$512K 0.06% 340
2023
Q1 		$16.1M Buy
238,945
+32,738
+16% +$2.21M 0.07% 314
2022
Q4 		$14.5M Buy
206,207
+37,726
+22% +$2.51M 0.07% 288
2022
Q3 		$10.8M Buy
168,481
+45,720
+37% +$3.33M 0.06% 337
2022
Q2 		$8.69M Buy
122,761
+8,538
+7% +$621K 0.05% 380
2022
Q1 		$8.24M Buy
114,223
+34,356
+43% +$2.36M 0.04% 418
2021
Q4 		$5.41M Buy
79,867
+22,873
+40% +$1.49M 0.03% 516
2021
Q3 		$3.56M Buy
56,994
+36,186
+174% +$2.44M 0.02% 578
2021
Q2 		$1.37M Buy
20,808
+3,926
+23% +$273K 0.01% 818
2021
Q1 		$1.12M Buy
16,882
+9,882
+141% +$625K 0.01% 746
2020
Q4 		$466K Buy
7,000
+1,534
+28% +$107K ﹤0.01% 932
2020
Q3 		$377K Buy
5,466
+3,530
+182% +$241K ﹤0.01% 865
2020
Q2 		$121K Buy
1,936
+228
+13% +$14.4K ﹤0.01% 1109
2020
Q1 		$103K Buy
1,708
+45
+3% +$2.93K ﹤0.01% 1010
2019
Q4 		$106K Buy
1,663
+101
+6% +$6.32K ﹤0.01% 952
2019
Q3 		$101K Buy
1,562
+1,410
+928% +$87.9K ﹤0.01% 809
2019
Q2 		$9K Sell
152
-198
-57% -$11.4K ﹤0.01% 1287
2019
Q1 		$20K Buy
+350
New +$18.6K ﹤0.01% 1242

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $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

Rockefeller Capital Management's XEL Position: Q1 2026 in Review

Rockefeller Capital Management reduced its Xcel Energy (XEL) stake by 4.9% in Q1 2026, selling an estimated $286K and leaving 70,214 shares worth $5.58M. The position accounts for 0.01% of the portfolio, ranked #884.

Rockefeller Capital Management first reported a position in XEL in Q1 2019 and has held it in 29 quarters since. The position peaked at $16.1M in Q1 2023. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Rockefeller Capital Management held 70,214 shares of Xcel Energy worth $5.58M as of Q1 2026.
  • Rockefeller Capital Management sold 3,651 Xcel Energy shares in Q1 2026, an estimated $286K.
  • Xcel Energy made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #884 holding.
  • Rockefeller Capital Management first reported a position in Xcel Energy in Q1 2019 and has held it in 29 quarters since.
  • Rockefeller Capital Management's Xcel Energy position peaked at $16.1M in Q1 2023.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.