Swiss Life Asset Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.3M | Buy |
166,128
+17,428
| +12% | +$1.39M | 0.06% | 254 |
|
|
2026
Q1 | $11.5M | Buy |
148,700
+55,351
| +59% | +$4.34M | 0.06% | 247 |
|
|
2025
Q4 | $6.89M | Buy |
93,349
+4,134
| +5% | +$326K | 0.04% | 347 |
|
|
2025
Q3 | $7.2M | Buy |
89,215
+42,711
| +92% | +$3.09M | 0.04% | 328 |
|
|
2025
Q2 | $3.17M | Buy |
46,504
+1,994
| +4% | +$138K | 0.02% | 472 |
|
|
2025
Q1 | $3.15M | Buy |
44,510
+6,209
| +16% | +$423K | 0.02% | 420 |
|
|
2024
Q4 | $2.58M | Buy |
38,301
+1,052
| +3% | +$70.6K | 0.02% | 433 |
|
|
2024
Q3 | $2.43M | Buy |
37,249
+5,191
| +16% | +$308K | 0.03% | 348 |
|
|
2024
Q2 | $1.71M | Buy |
32,058
+11,561
| +56% | +$629K | 0.02% | 395 |
|
|
2024
Q1 | $1.1M | Sell |
20,497
-87,229
| -81% | -$4.98M | 0.02% | 409 |
|
|
2023
Q4 | $6.67M | Buy |
+107,726
| New | +$6.46M | 0.08% | 278 |
|
|
2023
Q3 | – | Sell |
-100,479
| Closed | -$6.25M | – | 652 |
|
|
2023
Q2 | $6.25M | Sell |
100,479
-174,375
| -63% | -$11.6M | 0.09% | 263 |
|
|
2023
Q1 | $18.5M | Buy |
274,854
+163,579
| +147% | +$11M | 0.28% | 80 |
|
|
2022
Q4 | $7.82M | Buy |
111,275
+2,203
| +2% | +$147K | 0.13% | 199 |
|
|
2022
Q3 | $6.98M | Buy |
109,072
+54,755
| +101% | +$3.99M | 0.12% | 203 |
|
|
2022
Q2 | $3.85M | Buy |
54,317
+28,121
| +107% | +$2.05M | 0.06% | 327 |
|
|
2022
Q1 | $1.89M | Sell |
26,196
-512
| -2% | -$35.2K | 0.03% | 424 |
|
|
2021
Q4 | $1.81M | Sell |
26,708
-17,021
| -39% | -$1.11M | 0.02% | 428 |
|
|
2021
Q3 | $2.73M | Sell |
43,729
-41,620
| -49% | -$2.81M | 0.04% | 382 |
|
|
2021
Q2 | $9.31M | Buy |
85,349
+1,738
| +2% | +$121K | 0.09% | 212 |
|
|
2021
Q1 | $5.56M | Sell |
83,611
-25,583
| -23% | -$1.62M | 0.08% | 282 |
|
|
2020
Q4 | $7.28M | Buy |
109,194
+103,275
| +1,745% | +$7.2M | 0.11% | 223 |
|
|
2020
Q3 | $408K | Hold |
5,919
| – | – | 0.01% | 428 |
|
|
2020
Q2 | $370K | Sell |
5,919
-15,947
| -73% | -$1M | 0.01% | 459 |
|
|
2020
Q1 | $1.32M | Buy |
21,866
+15,371
| +237% | +$1M | 0.03% | 355 |
|
|
2019
Q4 | $413K | Sell |
6,495
-14,106
| -68% | -$882K | 0.01% | 456 |
|
|
2019
Q3 | $1.34M | Sell |
20,601
-10,196
| -33% | -$635K | 0.02% | 384 |
|
|
2019
Q2 | $1.83M | Buy |
30,797
+7,320
| +31% | +$421K | 0.02% | 341 |
|
|
2019
Q1 | $1.32M | Buy |
+23,477
| New | +$1.25M | 0.02% | 349 |
|
|
2018
Q4 | – | Sell |
-35,641
| Closed | -$1.68M | – | 475 |
|
|
2018
Q3 | $1.68M | Sell |
35,641
-9,620
| -21% | -$454K | 0.02% | 350 |
|
|
2018
Q2 | $2.07M | Buy |
+45,261
| New | +$2.03M | 0.03% | 297 |
|
|
2018
Q1 | – | Sell |
-79,119
| Closed | -$3.81M | – | 528 |
|
|
2017
Q4 | $3.81M | Sell |
79,119
-16,660
| -17% | -$827K | 0.08% | 145 |
|
|
2017
Q3 | $4.53M | Buy |
95,779
+73,244
| +325% | +$3.51M | 0.12% | 125 |
|
|
2017
Q2 | $1.03M | Buy |
22,535
+4,733
| +27% | +$218K | 0.03% | 326 |
|
|
2017
Q1 | $791K | Sell |
17,802
-3,401
| -16% | -$144K | 0.02% | 342 |
|
|
2016
Q4 | $863K | Buy |
+21,203
| New | +$848K | 0.03% | 263 |
|
|
2016
Q3 | – | Sell |
-10,914
| Closed | -$488K | – | 447 |
|
|
2016
Q2 | $488K | Sell |
10,914
-21,874
| -67% | -$905K | 0.02% | 245 |
|
|
2016
Q1 | $1.37M | Buy |
+32,788
| New | +$1.28M | 0.06% | 159 |
|
Other funds holding XEL
Swiss Life Asset Management's XEL Position: Q2 2026 in Review
Swiss Life Asset Management increased its Xcel Energy (XEL) stake by 12% in Q2 2026, buying an estimated $1.39M and bringing the position to 166,128 shares worth $13.3M. The position accounts for 0.06% of the portfolio, ranked #254.
Swiss Life Asset Management first reported a position in XEL in Q1 2016 and has held it in 38 quarters since. The position peaked at $18.5M in Q1 2023. 1,021 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- Swiss Life Asset Management held 166,128 shares of Xcel Energy worth $13.3M as of Q2 2026.
- Swiss Life Asset Management bought 17,428 Xcel Energy shares in Q2 2026, an estimated $1.39M.
- Xcel Energy made up 0.06% of Swiss Life Asset Management's portfolio in Q2 2026, its #254 holding.
- Swiss Life Asset Management first reported a position in Xcel Energy in Q1 2016 and has held it in 38 quarters since.
- Swiss Life Asset Management's Xcel Energy position peaked at $18.5M in Q1 2023.
- 1,021 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.