Stevens Capital Management’s Xcel Energy XEL Stock Holding History

Stevens 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	$200K	Buy	+2,495	New	+$199K	0.05%	213
2024 Q3	–	Sell	-34,287	Closed	-$1.83M	–	312
2024 Q2	$1.83M	Buy	34,287 +8,756	+34%	+$476K	0.62%	30
2024 Q1	$1.37M	Buy	+25,531	New	+$1.46M	0.27%	88
2022 Q3	–	Sell	-5,247	Closed	-$371K	–	182
2022 Q2	$371K	Sell	5,247 -20,154	-79%	-$1.47M	0.26%	66
2022 Q1	$1.83M	Buy	25,401 +8,968	+55%	+$616K	0.4%	61
2021 Q4	$1.11M	Buy	+16,433	New	+$1.07M	0.26%	97
2021 Q3	–	Sell	-5,980	Closed	-$394K	–	272
2021 Q2	$394K	Buy	+5,980	New	+$416K	0.12%	139
2019 Q1	–	Sell	-101,526	Closed	-$5M	–	917
2018 Q4	$5M	Buy	+101,526	New	+$5.09M	0.26%	119
2017 Q4	–	Sell	-157,196	Closed	-$7.44M	–	1063
2017 Q3	$7.44M	Buy	+157,196	New	+$7.54M	0.28%	98
2017 Q1	–	Sell	-61,125	Closed	-$2.49M	–	1134
2016 Q4	$2.49M	Buy	+61,125	New	+$2.44M	0.1%	273
2016 Q3	–	Sell	-49,164	Closed	-$2.2M	–	1177
2016 Q2	$2.2M	Buy	+49,164	New	+$2.03M	0.09%	282
2016 Q1	–	Sell	-112,196	Closed	-$4.03M	–	1144
2015 Q4	$4.03M	Buy	+112,196	New	+$4.01M	0.16%	183
2015 Q1	–	Sell	-42,004	Closed	-$1.51M	–	1276
2014 Q4	$1.51M	Buy	+42,004	New	+$1.41M	0.05%	340
2014 Q2	–	Sell	-55,784	Closed	-$1.69M	–	1340
2014 Q1	$1.69M	Sell	55,784 -5,199	-9%	-$152K	0.05%	383
2013 Q4	$1.7M	Buy	+60,983	New	+$1.72M	0.05%	356
2013 Q3	–	Sell	-249,013	Closed	-$7.06M	–	1238
2013 Q2	$7.06M	Buy	+249,013	New	+$7.44M	0.24%	119

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

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

Stevens Capital Management opened a new position in Xcel Energy (XEL) in Q2 2026: 2,495 shares worth $200K. The stake represents 0.05% of the portfolio and ranks #213 among its holdings. This is a return to the name: Stevens Capital Management previously reported a position in XEL as recently as Q2 2024.

Stevens Capital Management first reported a position in XEL in Q2 2013 and has held it in 16 quarters since. The position peaked at $7.44M in Q3 2017. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Stevens Capital Management held 2,495 shares of Xcel Energy worth $200K as of Q2 2026.
Xcel Energy was a new Stevens Capital Management position in Q2 2026.
Xcel Energy made up 0.05% of Stevens Capital Management's portfolio in Q2 2026, its #213 holding.
Stevens Capital Management first reported a position in Xcel Energy in Q2 2013 and has held it in 16 quarters since.
Stevens Capital Management's Xcel Energy position peaked at $7.44M in Q3 2017.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Stevens Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.