TI
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Tidal Investments’s Xcel Energy XEL Stock Holding History

Tidal Investments’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 		$40.6M Buy
505,096
+273,749
+118% +$21.9M 0.07% 286
2026
Q1 		$18.4M Buy
231,347
+173,649
+301% +$13.6M 0.04% 384
2025
Q4 		$4.26M Buy
57,698
+27,692
+92% +$2.18M 0.01% 705
2025
Q3 		$2.42M Buy
30,006
+9,096
+44% +$658K ﹤0.01% 825
2025
Q2 		$1.42M Sell
20,910
-3,212
-13% -$223K 0.01% 868
2025
Q1 		$1.71M Buy
24,122
+3,936
+19% +$268K 0.01% 760
2024
Q4 		$1.36M Buy
20,186
+1,646
+9% +$110K 0.01% 864
2024
Q3 		$1.21M Sell
18,540
-8,011
-30% -$475K 0.01% 903
2024
Q2 		$1.42M Sell
26,551
-2,090
-7% -$114K 0.02% 720
2024
Q1 		$1.54M Buy
28,641
+1,202
+4% +$68.6K 0.03% 660
2023
Q4 		$1.7M Buy
27,439
+3,305
+14% +$198K 0.04% 414
2023
Q3 		$1.38M Buy
24,134
+10,041
+71% +$604K 0.04% 437
2023
Q2 		$876K Buy
14,093
+2,966
+27% +$198K 0.03% 580
2023
Q1 		$750K Buy
11,127
+119
+1% +$8.03K 0.02% 598
2022
Q4 		$772K Buy
11,008
+4,455
+68% +$296K 0.03% 525
2022
Q3 		$419K Buy
6,553
+325
+5% +$23.7K 0.02% 629
2022
Q2 		$441K Sell
6,228
-1,032
-14% -$75.1K 0.02% 638
2022
Q1 		$524K Buy
7,260
+745
+11% +$51.2K 0.02% 638
2021
Q4 		$441K Buy
6,515
+1,179
+22% +$76.9K 0.01% 657
2021
Q3 		$334K Buy
5,336
+813
+18% +$54.9K 0.01% 641
2021
Q2 		$298K Buy
+4,523
New +$315K 0.01% 575

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Tidal Investments's XEL Position: Q2 2026 in Review

Tidal Investments increased its Xcel Energy (XEL) stake by 118% in Q2 2026, buying an estimated $21.9M and bringing the position to 505,096 shares worth $40.6M. The position accounts for 0.07% of the portfolio, ranked #286.

Tidal Investments first reported a position in XEL in Q2 2021 and has held it in 21 quarters since. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Tidal Investments held 505,096 shares of Xcel Energy worth $40.6M as of Q2 2026.
  • Tidal Investments bought 273,749 Xcel Energy shares in Q2 2026, an estimated $21.9M.
  • Xcel Energy made up 0.07% of Tidal Investments's portfolio in Q2 2026, its #286 holding.
  • Tidal Investments first reported a position in Xcel Energy in Q2 2021 and has held it in 21 quarters since.
  • 1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.