SCP Investment’s Xcel Energy XEL Stock Holding History

SCP Investment’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	$1.87M	Buy	23,600 +4,800	+26%	+$376K	2.08%	12
2025 Q4	$1.39M	Buy	18,800 +14,000	+292%	+$1.1M	1.13%	22
2025 Q3	$387K	Sell	4,800 -8,000	-63%	-$579K	0.31%	33
2025 Q2	$872K	Buy	12,800 +4,000	+45%	+$277K	0.7%	22
2025 Q1	$623K	Buy	+8,800	New	+$599K	0.53%	28
2024 Q3	–	Sell	-26,600	Closed	-$1.42M	–	60
2024 Q2	$1.42M	Buy	26,600 +22,800	+600%	+$1.24M	0.9%	14
2024 Q1	$204K	Buy	+3,800	New	+$217K	0.13%	43

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SCP Investment's XEL Position: Q1 2026 in Review

SCP Investment increased its Xcel Energy (XEL) stake by 26% in Q1 2026, buying an estimated $376K and bringing the position to 23,600 shares worth $1.87M. The position accounts for 2.08% of the portfolio, ranked #12.

SCP Investment first reported a position in XEL in Q1 2024 and has held it in 7 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

SCP Investment held 23,600 shares of Xcel Energy worth $1.87M as of Q1 2026.
SCP Investment bought 4,800 Xcel Energy shares in Q1 2026, an estimated $376K.
Xcel Energy made up 2.08% of SCP Investment's portfolio in Q1 2026, its #12 holding.
SCP Investment first reported a position in Xcel Energy in Q1 2024 and has held it in 7 quarters since.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on SCP Investment's 13F filing for Q1 2026, filed 12 May 2026.