Sterling Capital Management’s Xcel Energy XEL Stock Holding History

Sterling 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	$1.56M	Sell	19,464 -1,012	-5%	-$80.8K	0.03%	415
2026 Q1	$1.63M	Sell	20,476 -15,354	-43%	-$1.2M	0.03%	372
2025 Q4	$2.65M	Sell	35,830 -1,724	-5%	-$136K	0.04%	313
2025 Q3	$3.03M	Sell	37,554 -2,191	-6%	-$159K	0.04%	275
2025 Q2	$2.71M	Buy	39,745 +7,074	+22%	+$491K	0.04%	303
2025 Q1	$2.31M	Sell	32,671 -1,489	-4%	-$101K	0.04%	324
2024 Q4	$2.31M	Buy	34,160 +12,822	+60%	+$860K	0.03%	363
2024 Q3	$1.39M	Buy	+21,338	New	+$1.27M	0.02%	483
2019 Q3	$262K	Buy	4,038 +180	+5%	+$11.2K	﹤0.01%	803
2019 Q2	$230K	Hold	3,858	–	–	﹤0.01%	815
2019 Q1	$217K	Buy	+3,858	New	+$205K	﹤0.01%	804
2016 Q3	–	Sell	-4,522	Closed	-$202K	–	980
2016 Q2	$202K	Buy	+4,522	New	+$187K	﹤0.01%	879
2015 Q3	–	Sell	-7,100	Closed	-$228K	–	1035
2015 Q2	$228K	Hold	7,100	–	–	﹤0.01%	833
2015 Q1	$247K	Hold	7,100	–	–	﹤0.01%	818
2014 Q4	$255K	Hold	7,100	–	–	﹤0.01%	864
2014 Q3	$216K	Buy	+7,100	New	+$222K	﹤0.01%	865

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

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

Sterling Capital Management reduced its Xcel Energy (XEL) stake by 4.9% in Q2 2026, selling an estimated $80.8K and leaving 19,464 shares worth $1.56M. The position accounts for 0.03% of the portfolio, ranked #415.

Sterling Capital Management first reported a position in XEL in Q3 2014 and has held it in 16 quarters since. The position peaked at $3.03M in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Sterling Capital Management held 19,464 shares of Xcel Energy worth $1.56M as of Q2 2026.
Sterling Capital Management sold 1,012 Xcel Energy shares in Q2 2026, an estimated $80.8K.
Xcel Energy made up 0.03% of Sterling Capital Management's portfolio in Q2 2026, its #415 holding.
Sterling Capital Management first reported a position in Xcel Energy in Q3 2014 and has held it in 16 quarters since.
Sterling Capital Management's Xcel Energy position peaked at $3.03M in Q3 2025.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.