Twin Tree Management’s Xcel Energy XEL Stock Holding History

Twin Tree Management’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	-5,752	Closed	-$459K	–	1737
2026 Q1	$457K	Buy	+5,752	New	+$451K	0.01%	952
2024 Q1	–	Sell	-45,770	Closed	-$2.61M	–	1660
2023 Q4	$2.83M	Sell	45,770 -21,751	-32%	-$1.31M	0.01%	991
2023 Q3	$3.86M	Buy	+67,521	New	+$4.06M	0.01%	742
2021 Q1	–	Sell	-203	Closed	-$14K	–	1650
2020 Q4	$14K	Buy	+203	New	+$14.1K	﹤0.01%	1217
2020 Q2	–	Sell	-600	Closed	-$37.8K	–	1740
2020 Q1	$36K	Buy	+600	New	+$39.1K	﹤0.01%	1174
2019 Q2	–	Sell	-191	Closed	-$11K	–	1597
2019 Q1	$11K	Buy	+191	New	+$10.2K	﹤0.01%	1159
2016 Q3	–	Sell	-6,469	Closed	-$290K	–	1370
2016 Q2	$290K	Sell	6,469 -5,470	-46%	-$226K	﹤0.01%	926
2016 Q1	$499K	Buy	+11,939	New	+$465K	0.01%	810
2015 Q2	–	Sell	-683	Closed	-$24K	–	1476
2015 Q1	$24K	Buy	+683	New	+$24.4K	﹤0.01%	1083
2014 Q2	–	Sell	-258	Closed	-$8K	–	1041
2014 Q1	$8K	Buy	+258	New	+$7.52K	﹤0.01%	907

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

Twin Tree Management's XEL Position: Q2 2026 in Review

Twin Tree Management sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 5,752 shares — an estimated $459K sold.

Twin Tree Management first reported a position in XEL in Q1 2014 and held it in 10 quarters. The position peaked at $3.86M in Q3 2023. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Twin Tree Management reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
Twin Tree Management sold 5,752 Xcel Energy shares in Q2 2026, an estimated $459K.
Twin Tree Management first reported a position in Xcel Energy in Q1 2014 and held it in 10 quarters.
Twin Tree Management's Xcel Energy position peaked at $3.86M in Q3 2023.
1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Twin Tree Management's 13F filing for Q2 2026, filed 12 Aug 2026.