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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
Q2 		$2.22M Buy
27,600
+4,000
+17% +$319K 2.04% 13
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
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

SCP Investment's XEL Position: Q2 2026 in Review

SCP Investment increased its Xcel Energy (XEL) stake by 17% in Q2 2026, buying an estimated $319K and bringing the position to 27,600 shares worth $2.22M. The position accounts for 2.04% of the portfolio, ranked #13.

SCP Investment first reported a position in XEL in Q1 2024 and has held it in 8 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • SCP Investment held 27,600 shares of Xcel Energy worth $2.22M as of Q2 2026.
  • SCP Investment bought 4,000 Xcel Energy shares in Q2 2026, an estimated $319K.
  • Xcel Energy made up 2.04% of SCP Investment's portfolio in Q2 2026, its #13 holding.
  • SCP Investment first reported a position in Xcel Energy in Q1 2024 and has held it in 8 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on SCP Investment's 13F filing for Q2 2026, filed 7 Aug 2026.