Towarzystwo Funduszy Inwestycyjnych PZU SA’s Xcel Energy XEL Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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	$441K	Buy	5,490 +1,440	+36%	+$115K	0.12%	129
2026 Q1	$322K	Buy	4,050 +140	+4%	+$11K	0.11%	142
2025 Q4	$289K	Buy	3,910 +1,130	+41%	+$89.1K	0.07%	152
2025 Q3	$224K	Sell	2,780 -120	-4%	-$8.68K	0.05%	166
2025 Q2	$197K	Buy	2,900 +2,320	+400%	+$161K	0.06%	170
2025 Q1	$41.1K	Hold	580	–	–	0.01%	450
2024 Q4	$39.2K	Hold	580	–	–	0.01%	423
2024 Q3	$37.9K	Hold	580	–	–	0.01%	396
2024 Q2	$31K	Hold	580	–	–	0.01%	382
2024 Q1	$31.2K	Hold	580	–	–	0.01%	383
2023 Q4	$35.9K	Buy	+580	New	+$34.8K	0.02%	333
2021 Q3	$15.6K	Hold	250	–	–	0.02%	337
2021 Q2	$16.5K	Hold	250	–	–	0.02%	327
2021 Q1	$16.6K	Hold	250	–	–	0.02%	286
2020 Q4	$16.7K	Buy	+250	New	+$17.4K	0.02%	281

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

Towarzystwo Funduszy Inwestycyjnych PZU SA's XEL Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA increased its Xcel Energy (XEL) stake by 36% in Q2 2026, buying an estimated $115K and bringing the position to 5,490 shares worth $441K. The position accounts for 0.12% of the portfolio, ranked #129.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in XEL in Q4 2020 and has held it in 15 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Towarzystwo Funduszy Inwestycyjnych PZU SA held 5,490 shares of Xcel Energy worth $441K as of Q2 2026.
Towarzystwo Funduszy Inwestycyjnych PZU SA bought 1,440 Xcel Energy shares in Q2 2026, an estimated $115K.
Xcel Energy made up 0.12% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #129 holding.
Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in Xcel Energy in Q4 2020 and has held it in 15 quarters since.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.