Simplex Trading
XEL icon

Simplex Trading’s Xcel Energy XEL Stock Holding History

Simplex Trading’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 		$858K Sell
10,800
-31,800
-75% -$2.49M ﹤0.01% 2668
2025
Q4 		$3.15M Buy
42,600
+30,600
+255% +$2.41M ﹤0.01% 1620
2025
Q3 		$967K Sell
12,000
-15,100
-56% -$1.09M ﹤0.01% 3083
2025
Q2 		$1.84M Buy
27,100
+3,500
+15% +$243K ﹤0.01% 2187
2025
Q1 		$1.67M Buy
23,600
+18,900
+402% +$1.29M ﹤0.01% 2211
2024
Q4 		$317K Sell
4,700
-14,000
-75% -$939K ﹤0.01% 4010
2024
Q3 		$1.22M Sell
18,700
-4,200
-18% -$249K ﹤0.01% 2734
2024
Q2 		$1.22M Sell
22,900
-4,900
-18% -$267K ﹤0.01% 2710
2024
Q1 		$1.49M Sell
27,800
-17,700
-39% -$1.01M ﹤0.01% 2694
2023
Q4 		$2.82M Sell
45,500
-22,200
-33% -$1.33M ﹤0.01% 2064
2023
Q3 		$3.87M Buy
67,700
+52,000
+331% +$3.13M ﹤0.01% 1516
2023
Q2 		$976K Buy
15,700
+5,100
+48% +$340K ﹤0.01% 2625
2023
Q1 		$714K Buy
10,600
+700
+7% +$47.2K ﹤0.01% 2912
2022
Q4 		$694K Sell
9,900
-3,300
-25% -$220K ﹤0.01% 2841
2022
Q3 		$844K Sell
13,200
-36,400
-73% -$2.65M ﹤0.01% 2852
2022
Q2 		$3.51M Sell
49,600
-6,100
-11% -$444K ﹤0.01% 1375
2022
Q1 		$4.02M Buy
55,700
+5,500
+11% +$378K ﹤0.01% 1435
2021
Q4 		$3.4M Buy
50,200
+29,900
+147% +$1.95M ﹤0.01% 1530
2021
Q3 		$1.36M Buy
20,300
+100
+0.5% +$6.76K ﹤0.01% 2666
2021
Q2 		$1.33M Buy
20,200
+19,480
+2,706% +$1.36M ﹤0.01% 2720
2021
Q1 		$4.79M Sell
720
-129
-15% -$8.15K 0.01% 855
2020
Q4 		$5.66M Buy
849
+782
+1,167% +$54.5K 0.01% 905
2020
Q3 		$462K Sell
67
-260
-80% -$17.7K ﹤0.01% 3101
2020
Q2 		$2.04M Buy
327
+273
+506% +$17.2K ﹤0.01% 1488
2020
Q1 		$325K Buy
54
+13
+32% +$847 ﹤0.01% 3062
2019
Q4 		$260K Sell
41
-193
-82% -$12.1K ﹤0.01% 3471
2019
Q3 		$1.52M Buy
234
+166
+244% +$10.3K ﹤0.01% 1567
2019
Q2 		$404K Buy
68
+59
+656% +$3.39K ﹤0.01% 2780
2019
Q1 		$50K Sell
9
-2
-18% -$106 ﹤0.01% 5009
2018
Q4 		$54K Sell
11
-218
-95% -$10.9K ﹤0.01% 4453
2018
Q3 		$1.08M Buy
229
+206
+896% +$9.72K ﹤0.01% 1805
2018
Q2 		$105K Buy
+23
New +$1.03K ﹤0.01% 4234
2017
Q4 		– Sell
-58
Closed -$2K – 6806
2017
Q3 		$2K Sell
58
-143
-71% -$6.86K ﹤0.01% 5189
2017
Q2 		$8K Buy
201
+174
+644% +$8.01K ﹤0.01% 4210
2017
Q1 		$3K Sell
27
-32
-54% -$1.36K ﹤0.01% 5092
2016
Q4 		$8K Sell
59
-193
-77% -$7.72K ﹤0.01% 3961
2016
Q3 		$9K Sell
252
-104
-29% -$4.45K ﹤0.01% 3727
2016
Q2 		$59K Buy
+356
New +$14.7K ﹤0.01% 1897
2016
Q1 		– Sell
-80
Closed -$9K – 6353
2015
Q4 		$9K Buy
80
+62
+344% +$2.21K ﹤0.01% 3429
2015
Q3 		$4K Sell
18
-167
-90% -$5.68K ﹤0.01% 4224
2015
Q2 		$4K Buy
185
+170
+1,133% +$5.72K ﹤0.01% 3896
2015
Q1 		$1K Buy
+15
New +$536 ﹤0.01% 4641

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.