Sourcerock Group’s Xcel Energy XEL Stock Holding History

Sourcerock Group’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	$13.2M	Sell	163,771 -143,804	-47%	-$11.5M	0.68%	24
2026 Q1	$24.4M	Buy	307,575 +556	+0.2%	+$43.6K	0.99%	21
2025 Q4	$22.7M	Buy	307,019 +69,410	+29%	+$5.47M	1.27%	17
2025 Q3	$19.2M	Buy	237,609 +95,951	+68%	+$6.94M	1.3%	18
2025 Q2	$9.65M	Buy	141,658 +71,658	+102%	+$4.97M	0.5%	30
2025 Q1	$4.96M	Sell	70,000 -93,445	-57%	-$6.36M	0.28%	32
2024 Q4	$11M	Buy	163,445 +130,756	+400%	+$8.77M	0.78%	26
2024 Q3	$2.13M	Hold	32,689	–	–	0.17%	30
2024 Q2	$1.75M	Buy	32,689 +13,689	+72%	+$745K	0.12%	31
2024 Q1	$1.02M	Sell	19,000 -6,300	-25%	-$360K	0.08%	29
2023 Q4	$1.57M	Buy	+25,300	New	+$1.52M	0.16%	27

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sourcerock Group's XEL Position: Q2 2026 in Review

Sourcerock Group reduced its Xcel Energy (XEL) stake by 47% in Q2 2026, selling an estimated $11.5M and leaving 163,771 shares worth $13.2M. The position accounts for 0.68% of the portfolio, ranked #24.

Sourcerock Group first reported a position in XEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $24.4M in Q1 2026. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Sourcerock Group held 163,771 shares of Xcel Energy worth $13.2M as of Q2 2026.
Sourcerock Group sold 143,804 Xcel Energy shares in Q2 2026, an estimated $11.5M.
Xcel Energy made up 0.68% of Sourcerock Group's portfolio in Q2 2026, its #24 holding.
Sourcerock Group first reported a position in Xcel Energy in Q4 2023 and has held it in 11 quarters since.
Sourcerock Group's Xcel Energy position peaked at $24.4M in Q1 2026.
1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Sourcerock Group's 13F filing for Q2 2026, filed 14 Aug 2026.