Schroder Investment Management Group’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.61M | Sell |
32,504
-2,511
| -7% | -$200K | ﹤0.01% | 875 |
|
|
2026
Q1 | $2.77M | Sell |
35,015
-10,008
| -22% | -$785K | ﹤0.01% | 875 |
|
|
2025
Q4 | $3.34M | Sell |
45,023
-894
| -2% | -$70.5K | ﹤0.01% | 818 |
|
|
2025
Q3 | $3.68M | Sell |
45,917
-3,769
| -8% | -$273K | ﹤0.01% | 823 |
|
|
2025
Q2 | $3.38M | Sell |
49,686
-3,407
| -6% | -$236K | ﹤0.01% | 838 |
|
|
2025
Q1 | $3.7M | Buy |
53,093
+4,510
| +9% | +$307K | ﹤0.01% | 817 |
|
|
2024
Q4 | $3.28M | Sell |
48,583
-40,648
| -46% | -$2.73M | ﹤0.01% | 848 |
|
|
2024
Q3 | $5.76M | Sell |
89,231
-50,001
| -36% | -$2.97M | 0.01% | 762 |
|
|
2024
Q2 | $7.44M | Buy |
139,232
+42,329
| +44% | +$2.3M | 0.01% | 695 |
|
|
2024
Q1 | $5.21M | Buy |
96,903
+3,155
| +3% | +$180K | 0.01% | 776 |
|
|
2023
Q4 | $5.8M | Buy |
93,748
+12,489
| +15% | +$749K | 0.01% | 737 |
|
|
2023
Q3 | $4.65M | Buy |
81,259
+2,923
| +4% | +$176K | 0.01% | 770 |
|
|
2023
Q2 | $4.87M | Sell |
78,336
-10,647
| -12% | -$711K | 0.01% | 795 |
|
|
2023
Q1 | $6M | Buy |
88,983
+9,909
| +13% | +$669K | 0.01% | 741 |
|
|
2022
Q4 | $5.54M | Buy |
79,074
+25,012
| +46% | +$1.66M | 0.01% | 762 |
|
|
2022
Q3 | $3.46M | Buy |
54,062
+1,522
| +3% | +$111K | 0.01% | 846 |
|
|
2022
Q2 | $3.69M | Buy |
52,540
+16,581
| +46% | +$1.21M | 0.01% | 860 |
|
|
2022
Q1 | $2.6M | Buy |
35,959
+14,014
| +64% | +$963K | ﹤0.01% | 965 |
|
|
2021
Q4 | $1.49M | Sell |
21,945
-15,927
| -42% | -$1.04M | ﹤0.01% | 975 |
|
|
2021
Q3 | $2.37M | Sell |
37,872
-8,668
| -19% | -$586K | ﹤0.01% | 947 |
|
|
2021
Q2 | $3.07M | Sell |
46,540
-29,095
| -38% | -$2.03M | ﹤0.01% | 931 |
|
|
2021
Q1 | $5.03M | Buy |
75,635
+14,943
| +25% | +$945K | 0.01% | 812 |
|
|
2020
Q4 | $4.05M | Buy |
60,692
+2,865
| +5% | +$200K | 0.01% | 846 |
|
|
2020
Q3 | $4.08M | Sell |
57,827
-6,986
| -11% | -$477K | 0.01% | 762 |
|
|
2020
Q2 | $4.05M | Sell |
64,813
-14,041
| -18% | -$885K | 0.01% | 707 |
|
|
2020
Q1 | $4.82M | Buy |
78,854
+6,542
| +9% | +$426K | 0.01% | 674 |
|
|
2019
Q4 | $4.59M | Sell |
72,312
-101,072
| -58% | -$6.32M | 0.01% | 768 |
|
|
2019
Q3 | $11.3M | Buy |
173,384
+62,528
| +56% | +$3.9M | 0.02% | 589 |
|
|
2019
Q2 | $6.59M | Buy |
110,856
+75,924
| +217% | +$4.37M | 0.01% | 654 |
|
|
2019
Q1 | $1.96M | Sell |
34,932
-407
| -1% | -$21.6K | ﹤0.01% | 812 |
|
|
2018
Q4 | $1.74K | Sell |
35,339
-21,419
| -38% | -$1.07M | ﹤0.01% | 810 |
|
|
2018
Q3 | $2.68M | Buy |
56,758
+38,765
| +215% | +$1.83M | ﹤0.01% | 782 |
|
|
2018
Q2 | $822K | Buy |
17,993
+4,766
| +36% | +$213K | ﹤0.01% | 972 |
|
|
2018
Q1 | $602K | Buy |
13,227
+9
| +0.1% | +$401 | ﹤0.01% | 1034 |
|
|
2017
Q4 | $636K | Buy |
13,218
+769
| +6% | +$38.2K | ﹤0.01% | 1061 |
|
|
2017
Q3 | $590K | Sell |
12,449
-60,721
| -83% | -$2.91M | ﹤0.01% | 1045 |
|
|
2017
Q2 | $3.36M | Sell |
73,170
-2,149
| -3% | -$98.9K | 0.01% | 782 |
|
|
2017
Q1 | $3.34M | Buy |
75,319
+9,194
| +14% | +$390K | 0.01% | 776 |
|
|
2016
Q4 | $2.69M | Sell |
66,125
-134,137
| -67% | -$5.36M | 0.01% | 799 |
|
|
2016
Q3 | $8.24M | Buy |
200,262
+135,963
| +211% | +$5.81M | 0.02% | 666 |
|
|
2016
Q2 | $2.88M | Sell |
64,299
-1,013
| -2% | -$41.9K | 0.01% | 793 |
|
|
2016
Q1 | $2.71M | Buy |
65,312
+25,153
| +63% | +$981K | 0.01% | 788 |
|
|
2015
Q4 | $1.44M | Sell |
40,159
-10,616
| -21% | -$379K | ﹤0.01% | 902 |
|
|
2015
Q3 | $1.8M | Sell |
50,775
-2,546
| -5% | -$86.6K | ﹤0.01% | 856 |
|
|
2015
Q2 | $1.72M | Sell |
53,321
-4,469
| -8% | -$150K | ﹤0.01% | 851 |
|
|
2015
Q1 | $1.99M | Sell |
57,790
-3,894
| -6% | -$139K | ﹤0.01% | 865 |
|
|
2014
Q4 | $2.21M | Buy |
61,684
+39,778
| +182% | +$1.34M | ﹤0.01% | 889 |
|
|
2014
Q3 | $666K | Buy |
21,906
+3,919
| +22% | +$123K | ﹤0.01% | 1071 |
|
|
2014
Q2 | $573K | Sell |
17,987
-1,991
| -10% | -$61.7K | ﹤0.01% | 1048 |
|
|
2014
Q1 | $607K | Buy |
19,978
+4,838
| +32% | +$141K | ﹤0.01% | 1029 |
|
|
2013
Q4 | $423K | Buy |
15,140
+1,800
| +13% | +$50.8K | ﹤0.01% | 1151 |
|
|
2013
Q3 | $368K | Buy |
13,340
+4,607
| +53% | +$132K | ﹤0.01% | 1141 |
|
|
2013
Q2 | $247K | Buy |
+8,733
| New | +$261K | ﹤0.01% | 1190 |
|
Other funds holding XEL
Schroder Investment Management Group's XEL Position: Q2 2026 in Review
Schroder Investment Management Group reduced its Xcel Energy (XEL) stake by 7.2% in Q2 2026, selling an estimated $200K and leaving 32,504 shares worth $2.61M. The position accounts for ﹤0.01% of the portfolio, ranked #875.
Schroder Investment Management Group first reported a position in XEL in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.3M in Q3 2019. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- Schroder Investment Management Group held 32,504 shares of Xcel Energy worth $2.61M as of Q2 2026.
- Schroder Investment Management Group sold 2,511 Xcel Energy shares in Q2 2026, an estimated $200K.
- Xcel Energy made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #875 holding.
- Schroder Investment Management Group first reported a position in Xcel Energy in Q2 2013 and has held it in 53 quarters since.
- Schroder Investment Management Group's Xcel Energy position peaked at $11.3M in Q3 2019.
- 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.