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Tortoise Capital Advisors’s Xcel Energy XEL Stock Holding History

Tortoise Capital Advisors’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 		– Sell
-440,626
Closed -$35M – 97
2026
Q1 		$35M Buy
440,626
+41,390
+10% +$3.25M 0.36% 33
2025
Q4 		$29.5M Buy
399,236
+17,594
+5% +$1.39M 0.38% 32
2025
Q3 		$30.8M Buy
381,642
+119,913
+46% +$8.67M 0.4% 29
2025
Q2 		$17.8M Buy
261,729
+231,266
+759% +$16M 0.23% 37
2025
Q1 		$2.16M Buy
+30,463
New +$2.07M 0.03% 47
2024
Q4 		– Sell
-174,151
Closed -$11.4M – 81
2024
Q3 		$11.4M Sell
174,151
-53
-0% -$3.14K 0.15% 53
2024
Q2 		$9.3M Sell
174,204
-3,512
-2% -$191K 0.12% 58
2024
Q1 		$9.55M Sell
177,716
-292,255
-62% -$16.7M 0.13% 57
2023
Q4 		$29.1M Buy
469,971
+29,093
+7% +$1.75M 0.45% 33
2023
Q3 		$25.2M Hold
440,878
– – 0.38% 34
2023
Q2 		$27.4M Buy
440,878
+16,790
+4% +$1.12M 0.42% 33
2023
Q1 		$28.6M Buy
424,088
+35,688
+9% +$2.41M 0.43% 33
2022
Q4 		$27.2M Buy
388,400
+8,735
+2% +$581K 0.41% 35
2022
Q3 		$24.3M Hold
379,665
– – 0.38% 35
2022
Q2 		$26.9M Buy
379,665
+376,958
+13,925% +$27.4M 0.42% 34
2022
Q1 		$195K Sell
2,707
-2,707
-50% -$186K ﹤0.01% 117
2021
Q4 		$366K Buy
5,414
+2,707
+100% +$176K 0.01% 110
2021
Q3 		$169K Sell
2,707
-3
-0.1% -$203 ﹤0.01% 126
2021
Q2 		$179K Hold
2,710
– – ﹤0.01% 113
2021
Q1 		$180K Buy
2,710
+25
+0.9% +$1.58K ﹤0.01% 124
2020
Q4 		$179K Sell
2,685
-78,899
-97% -$5.5M ﹤0.01% 92
2020
Q3 		$5.63M Buy
+81,584
New +$5.57M 0.11% 43

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

Tortoise Capital Advisors's XEL Position: Q2 2026 in Review

Tortoise Capital Advisors sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 440,626 shares — an estimated $35M sold.

Tortoise Capital Advisors first reported a position in XEL in Q3 2020 and held it in 22 quarters. The position peaked at $35M in Q1 2026. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Tortoise Capital Advisors reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
  • Tortoise Capital Advisors sold 440,626 Xcel Energy shares in Q2 2026, an estimated $35M.
  • Tortoise Capital Advisors first reported a position in Xcel Energy in Q3 2020 and held it in 22 quarters.
  • Tortoise Capital Advisors's Xcel Energy position peaked at $35M in Q1 2026.
  • 1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Tortoise Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.