Summit Global Investments’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-11,386
| Closed | -$918K | – | 551 |
|
|
2025
Q3 | $918K | Sell |
11,386
-437
| -4% | -$31.6K | 0.05% | 211 |
|
|
2025
Q2 | $805K | Buy |
11,823
+8
| +0.1% | +$555 | 0.05% | 235 |
|
|
2025
Q1 | $836K | Buy |
+11,815
| New | +$804K | 0.06% | 196 |
|
|
2024
Q1 | – | Sell |
-5,335
| Closed | -$330K | – | 615 |
|
|
2023
Q4 | $330K | Sell |
5,335
-121,799
| -96% | -$7.31M | 0.02% | 412 |
|
|
2023
Q3 | $7.28M | Buy |
127,134
+28,598
| +29% | +$1.72M | 0.48% | 47 |
|
|
2023
Q2 | $6.13M | Buy |
98,536
+1,172
| +1% | +$78.2K | 0.41% | 65 |
|
|
2023
Q1 | $6.57M | Sell |
97,364
-336
| -0.3% | -$22.7K | 0.51% | 48 |
|
|
2022
Q4 | $6.85M | Buy |
97,700
+18,953
| +24% | +$1.26M | 0.58% | 43 |
|
|
2022
Q3 | $5.04M | Sell |
78,747
-4,449
| -5% | -$324K | 0.47% | 63 |
|
|
2022
Q2 | $5.89M | Sell |
83,196
-434
| -0.5% | -$31.6K | 0.52% | 48 |
|
|
2022
Q1 | $6.04M | Buy |
83,630
+75,021
| +871% | +$5.15M | 0.44% | 64 |
|
|
2021
Q4 | $583K | Sell |
8,609
-10
| -0.1% | -$652 | 0.04% | 321 |
|
|
2021
Q3 | $539K | Sell |
8,619
-30,467
| -78% | -$2.06M | 0.04% | 295 |
|
|
2021
Q2 | $2.57M | Sell |
39,086
-7,762
| -17% | -$540K | 0.15% | 113 |
|
|
2021
Q1 | $3.12M | Sell |
46,848
-22,687
| -33% | -$1.43M | 0.2% | 92 |
|
|
2020
Q4 | $4.64M | Buy |
69,535
+33,225
| +92% | +$2.32M | 0.46% | 53 |
|
|
2020
Q3 | $2.51M | Sell |
36,310
-12,958
| -26% | -$884K | 0.26% | 63 |
|
|
2020
Q2 | $3.08M | Sell |
49,268
-78,048
| -61% | -$4.92M | 0.36% | 51 |
|
|
2020
Q1 | $7.68M | Sell |
127,316
-11,108
| -8% | -$724K | 1.12% | 34 |
|
|
2019
Q4 | $8.79M | Buy |
138,424
+5,062
| +4% | +$317K | 0.95% | 37 |
|
|
2019
Q3 | $8.65M | Buy |
133,362
+3,494
| +3% | +$218K | 1.01% | 36 |
|
|
2019
Q2 | $7.73M | Buy |
129,868
+4,197
| +3% | +$241K | 0.97% | 34 |
|
|
2019
Q1 | $7.06M | Buy |
125,671
+1,307
| +1% | +$69.5K | 0.9% | 32 |
|
|
2018
Q4 | $6.13M | Buy |
124,364
+15,100
| +14% | +$757K | 0.95% | 34 |
|
|
2018
Q3 | $5.16M | Sell |
109,264
-606
| -0.6% | -$28.6K | 0.69% | 51 |
|
|
2018
Q2 | $5.02M | Sell |
109,870
-15,713
| -13% | -$704K | 0.76% | 47 |
|
|
2018
Q1 | $5.71M | Buy |
125,583
+64,973
| +107% | +$2.9M | 0.91% | 37 |
|
|
2017
Q4 | $2.92M | Sell |
60,610
-32,634
| -35% | -$1.62M | 0.45% | 58 |
|
|
2017
Q3 | $4.41M | Buy |
93,244
+49,220
| +112% | +$2.36M | 0.69% | 47 |
|
|
2017
Q2 | $2.02M | Buy |
44,024
+1,608
| +4% | +$74K | 0.6% | 46 |
|
|
2017
Q1 | $1.89M | Buy |
42,416
+3,220
| +8% | +$136K | 0.61% | 53 |
|
|
2016
Q4 | $1.59M | Buy |
+39,196
| New | +$1.57M | 0.58% | 55 |
|
Other funds holding XEL
Summit Global Investments's XEL Position: Q4 2025 in Review
Summit Global Investments sold out of Xcel Energy (XEL) in Q4 2025, closing a stake of 11,386 shares — an estimated $918K sold.
Summit Global Investments first reported a position in XEL in Q4 2016 and held it in 32 quarters. The position peaked at $8.79M in Q4 2019. 1,253 funds tracked by Wall St. Rank hold XEL as of Q4 2025.
- Summit Global Investments reported no remaining Xcel Energy position as of Q4 2025 after selling out during the quarter.
- Summit Global Investments sold 11,386 Xcel Energy shares in Q4 2025, an estimated $918K.
- Summit Global Investments first reported a position in Xcel Energy in Q4 2016 and held it in 32 quarters.
- Summit Global Investments's Xcel Energy position peaked at $8.79M in Q4 2019.
- 1,253 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.
Based on Summit Global Investments's 13F filing for Q4 2025, filed 18 Feb 2026.