Simplex Trading’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
Q1 | $286K | Sell |
3,595
-6,216
| -63% | -$488K | ﹤0.01% | 3876 |
|
|
2025
Q4 | $725K | Sell |
9,811
-9,248
| -49% | -$729K | ﹤0.01% | 2937 |
|
|
2025
Q3 | $1.54M | Buy |
+19,059
| New | +$1.38M | ﹤0.01% | 2588 |
|
|
2025
Q1 | – | Sell |
-29,314
| Closed | -$2M | – | 9853 |
|
|
2024
Q4 | $1.98M | Sell |
29,314
-23,577
| -45% | -$1.58M | ﹤0.01% | 2203 |
|
|
2024
Q3 | $3.45M | Buy |
52,891
+21,905
| +71% | +$1.3M | ﹤0.01% | 1805 |
|
|
2024
Q2 | $1.65M | Buy |
30,986
+6,848
| +28% | +$373K | ﹤0.01% | 2386 |
|
|
2024
Q1 | $1.3M | Buy |
24,138
+11,578
| +92% | +$661K | ﹤0.01% | 2846 |
|
|
2023
Q4 | $777K | Sell |
12,560
-1,284
| -9% | -$77K | ﹤0.01% | 3263 |
|
|
2023
Q3 | $792K | Sell |
13,844
-14,624
| -51% | -$879K | ﹤0.01% | 2906 |
|
|
2023
Q2 | $1.77M | Buy |
+28,468
| New | +$1.9M | ﹤0.01% | 2066 |
|
|
2023
Q1 | – | Sell |
-12,858
| Closed | -$868K | – | 10285 |
|
|
2022
Q4 | $901K | Sell |
12,858
-16,084
| -56% | -$1.07M | ﹤0.01% | 2562 |
|
|
2022
Q3 | $1.85M | Buy |
28,942
+11,479
| +66% | +$836K | ﹤0.01% | 2031 |
|
|
2022
Q2 | $1.24M | Buy |
+17,463
| New | +$1.27M | ﹤0.01% | 2400 |
|
|
2021
Q4 | – | Sell |
-8,752
| Closed | -$571K | – | 11598 |
|
|
2021
Q3 | $586K | Sell |
8,752
-300
| -3% | -$20.3K | ﹤0.01% | 3850 |
|
|
2021
Q2 | $596K | Buy |
9,052
+5,381
| +147% | +$375K | ﹤0.01% | 3887 |
|
|
2021
Q1 | $244K | Buy |
+3,671
| New | +$232K | ﹤0.01% | 4442 |
|
|
2020
Q4 | – | Sell |
-2,310
| Closed | -$161K | – | 9188 |
|
|
2020
Q3 | $159K | Sell |
2,310
-3,198
| -58% | -$218K | ﹤0.01% | 4387 |
|
|
2020
Q2 | $344K | Sell |
5,508
-83
| -1% | -$5.23K | ﹤0.01% | 3363 |
|
|
2020
Q1 | $337K | Sell |
5,591
-6,486
| -54% | -$423K | ﹤0.01% | 3027 |
|
|
2019
Q4 | $766K | Buy |
+12,077
| New | +$756K | ﹤0.01% | 2327 |
|
|
2018
Q4 | – | Sell |
-2,372
| Closed | -$119K | – | 7936 |
|
|
2018
Q3 | $111K | Buy |
+2,372
| New | +$112K | ﹤0.01% | 4333 |
|
|
2018
Q2 | – | Sell |
-2,459
| Closed | -$110K | – | 7960 |
|
|
2018
Q1 | $111K | Buy |
2,459
+1,825
| +288% | +$81.3K | ﹤0.01% | 1733 |
|
|
2017
Q4 | $30K | Buy |
+634
| New | +$31.5K | ﹤0.01% | 2934 |
|
|
2017
Q1 | – | Sell |
-1,075
| Closed | -$45.6K | – | 6871 |
|
|
2016
Q4 | $43K | Buy |
+1,075
| New | +$43K | ﹤0.01% | 2300 |
|
|
2015
Q1 | – | Sell |
-1,356
| Closed | -$48.5K | – | 5689 |
|
|
2014
Q4 | $49K | Buy |
+1,356
| New | +$45.5K | 0.01% | 1404 |
|
Other funds holding XEL
VCM
VPM
Simplex Trading's XEL Position: Q1 2026 in Review
Simplex Trading reduced its Xcel Energy (XEL) stake by 63% in Q1 2026, selling an estimated $488K and leaving 3,595 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #3876.
Simplex Trading first reported a position in XEL in Q4 2014 and has held it in 25 quarters since. The position peaked at $3.45M in Q3 2024. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.
- Simplex Trading held 3,595 shares of Xcel Energy worth $286K as of Q1 2026.
- Simplex Trading sold 6,216 Xcel Energy shares in Q1 2026, an estimated $488K.
- Xcel Energy made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #3876 holding.
- Simplex Trading first reported a position in Xcel Energy in Q4 2014 and has held it in 25 quarters since.
- Simplex Trading's Xcel Energy position peaked at $3.45M in Q3 2024.
- 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.
Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.