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SIR Capital Management’s Xcel Energy XEL Stock Holding History

SIR Capital Management’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 		– Sell
-276,435
Closed -$22M – 104
2026
Q1 		$22M Sell
276,435
-28,850
-9% -$2.26M 2.05% 17
2025
Q4 		$22.5M Buy
305,285
+130,796
+75% +$10.3M 2.49% 13
2025
Q3 		$14.1M Buy
174,489
+13,100
+8% +$948K 1.26% 26
2025
Q2 		$11M Sell
161,389
-76,670
-32% -$5.32M 0.98% 28
2025
Q1 		$16.9M Buy
238,059
+77,634
+48% +$5.29M 1.48% 25
2024
Q4 		$10.8M Sell
160,425
-19,075
-11% -$1.28M 1.12% 35
2024
Q3 		$11.7M Buy
+179,500
New +$10.6M 1.14% 30
2024
Q2 		– Sell
-71,500
Closed -$3.84M – 92
2024
Q1 		$3.84M Buy
+71,500
New +$4.08M 0.39% 54
2014
Q1 		– Sell
-140,000
Closed -$3.91M – 73
2013
Q4 		$3.91M Buy
140,000
+102,800
+276% +$2.9M 0.73% 31
2013
Q3 		$1.03M Buy
+37,200
New +$1.06M 0.17% 62

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

SIR Capital Management's XEL Position: Q2 2026 in Review

SIR Capital Management sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 276,435 shares — an estimated $22M sold.

SIR Capital Management first reported a position in XEL in Q3 2013 and held it in 10 quarters. The position peaked at $22.5M in Q4 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • SIR Capital Management reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
  • SIR Capital Management sold 276,435 Xcel Energy shares in Q2 2026, an estimated $22M.
  • SIR Capital Management first reported a position in Xcel Energy in Q3 2013 and held it in 10 quarters.
  • SIR Capital Management's Xcel Energy position peaked at $22.5M in Q4 2025.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on SIR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.