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SJS Investment Consulting’s Xcel Energy XEL Stock Holding History

SJS Investment Consulting’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 		$4.26K Buy
53
+2
+4% +$160 ﹤0.01% 1445
2026
Q1 		$4.05K Buy
51
+12
+31% +$941 ﹤0.01% 1096
2025
Q4 		$2.88K Buy
39
+20
+105% +$1.58K ﹤0.01% 1062
2025
Q3 		$1.53K Hold
19
– – ﹤0.01% 890
2025
Q2 		$1.29K Sell
19
-16
-46% -$1.11K ﹤0.01% 728
2025
Q1 		$2.48K Buy
35
+4
+13% +$272 ﹤0.01% 639
2024
Q4 		$2.09K Sell
31
-2
-6% -$134 ﹤0.01% 679
2024
Q3 		$2.15K Hold
33
– – ﹤0.01% 753
2024
Q2 		$1.76K Buy
33
+2
+6% +$109 ﹤0.01% 782
2024
Q1 		$1.67K Sell
31
-7
-18% -$400 ﹤0.01% 826
2023
Q4 		$2.35K Buy
38
+8
+27% +$480 ﹤0.01% 598
2023
Q3 		$1.72K Buy
30
+5
+20% +$301 ﹤0.01% 697
2023
Q2 		$1.55K Sell
25
-4
-14% -$267 ﹤0.01% 703
2023
Q1 		$1.96K Sell
29
-5
-15% -$337 ﹤0.01% 612
2022
Q4 		$2.38K Sell
34
-2
-6% -$133 ﹤0.01% 553
2022
Q3 		$2K Buy
+36
New +$2.62K ﹤0.01% 565
2022
Q1 		$35K Sell
492
-145
-23% -$9.96K 0.01% 221
2021
Q4 		$43K Buy
+637
New +$41.5K 0.01% 184

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

SJS Investment Consulting's XEL Position: Q2 2026 in Review

SJS Investment Consulting increased its Xcel Energy (XEL) stake by 3.9% in Q2 2026, buying an estimated $160 and bringing the position to 53 shares worth $4.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

SJS Investment Consulting first reported a position in XEL in Q4 2021 and has held it in 18 quarters since. The position peaked at $43K in Q4 2021. 1,293 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • SJS Investment Consulting held 53 shares of Xcel Energy worth $4.26K as of Q2 2026.
  • SJS Investment Consulting bought 2 Xcel Energy shares in Q2 2026, an estimated $160.
  • Xcel Energy made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1445 holding.
  • SJS Investment Consulting first reported a position in Xcel Energy in Q4 2021 and has held it in 18 quarters since.
  • SJS Investment Consulting's Xcel Energy position peaked at $43K in Q4 2021.
  • 1,293 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.