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SBI Okasan Asset Management’s Xcel Energy XEL Stock Holding History

SBI Okasan 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 		$853K Sell
10,400
-3,700
-26% -$295K 0.03% 151
2026
Q1 		$1.12M Hold
14,100
– – 0.05% 95
2025
Q4 		$1.05M Buy
+14,100
New +$1.11M 0.06% 111

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

SBI Okasan Asset Management's XEL Position: Q2 2026 in Review

SBI Okasan Asset Management reduced its Xcel Energy (XEL) stake by 26% in Q2 2026, selling an estimated $295K and leaving 10,400 shares worth $853K. The position accounts for 0.03% of the portfolio, ranked #151.

SBI Okasan Asset Management first reported a position in XEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.12M in Q1 2026. 1,285 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • SBI Okasan Asset Management held 10,400 shares of Xcel Energy worth $853K as of Q2 2026.
  • SBI Okasan Asset Management sold 3,700 Xcel Energy shares in Q2 2026, an estimated $295K.
  • Xcel Energy made up 0.03% of SBI Okasan Asset Management's portfolio in Q2 2026, its #151 holding.
  • SBI Okasan Asset Management first reported a position in Xcel Energy in Q4 2025 and has held it in 3 quarters since.
  • SBI Okasan Asset Management's Xcel Energy position peaked at $1.12M in Q1 2026.
  • 1,285 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on SBI Okasan Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.