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RWC Asset Management’s Xcel Energy XEL Stock Holding History

RWC 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 		$10.6M Sell
132,305
-2,260
-2% -$180K 0.4% 56
2026
Q1 		$10.7M Sell
134,565
-925
-0.7% -$72.6K 0.45% 53
2025
Q4 		$10M Sell
135,490
-61,735
-31% -$4.87M 0.49% 50
2025
Q3 		$15.9M Buy
197,225
+64,016
+48% +$4.63M 0.77% 39
2025
Q2 		$9.07M Sell
133,209
-387
-0.3% -$26.8K 0.48% 59
2025
Q1 		$9.46M Sell
133,596
-17,585
-12% -$1.2M 0.49% 60
2024
Q4 		$10.2M Buy
+151,181
New +$10.1M 0.51% 59

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

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

RWC Asset Management reduced its Xcel Energy (XEL) stake by 1.7% in Q2 2026, selling an estimated $180K and leaving 132,305 shares worth $10.6M. The position accounts for 0.4% of the portfolio, ranked #56.

RWC Asset Management first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.9M in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • RWC Asset Management held 132,305 shares of Xcel Energy worth $10.6M as of Q2 2026.
  • RWC Asset Management sold 2,260 Xcel Energy shares in Q2 2026, an estimated $180K.
  • Xcel Energy made up 0.4% of RWC Asset Management's portfolio in Q2 2026, its #56 holding.
  • RWC Asset Management first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
  • RWC Asset Management's Xcel Energy position peaked at $15.9M in Q3 2025.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on RWC Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.