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 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 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

SIR Capital Management's XEL Position: Q1 2026 in Review

SIR Capital Management reduced its Xcel Energy (XEL) stake by 9.5% in Q1 2026, selling an estimated $2.26M and leaving 276,435 shares worth $22M. The position accounts for 2.05% of the portfolio, ranked #17.

SIR Capital Management first reported a position in XEL in Q3 2013 and has held it in 10 quarters since. The position peaked at $22.5M in Q4 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

SIR Capital Management held 276,435 shares of Xcel Energy worth $22M as of Q1 2026.
SIR Capital Management sold 28,850 Xcel Energy shares in Q1 2026, an estimated $2.26M.
Xcel Energy made up 2.05% of SIR Capital Management's portfolio in Q1 2026, its #17 holding.
SIR Capital Management first reported a position in Xcel Energy in Q3 2013 and has held it in 10 quarters since.
SIR Capital Management's Xcel Energy position peaked at $22.5M in Q4 2025.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on SIR Capital Management's 13F filing for Q1 2026, filed 15 May 2026.