TwinBeech Capital’s Xcel Energy XEL Stock Holding History

TwinBeech Capital’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 Q1	–	Sell	-34,725	Closed	-$2.56M	–	864
2025 Q4	$2.56M	Buy	+34,725	New	+$2.74M	0.18%	155
2025 Q3	–	Sell	-3,436	Closed	-$234K	–	890
2025 Q2	$234K	Sell	3,436 -10,451	-75%	-$725K	0.01%	577
2025 Q1	$983K	Buy	+13,887	New	+$945K	0.02%	485
2024 Q3	–	Sell	-346,035	Closed	-$18.5M	–	931
2024 Q2	$18.5M	Sell	346,035 -1,656	-0.5%	-$90.1K	0.36%	90
2024 Q1	$18.7M	Buy	+347,691	New	+$19.9M	0.39%	74
2023 Q3	–	Sell	-172,952	Closed	-$10.8M	–	929
2023 Q2	$10.8M	Buy	+172,952	New	+$11.5M	0.21%	145
2022 Q2	–	Sell	-115,495	Closed	-$8.34M	–	752
2022 Q1	$8.34M	Buy	115,495 +78,407	+211%	+$5.39M	0.37%	85
2021 Q4	$2.51M	Sell	37,088 -51,474	-58%	-$3.36M	0.14%	192
2021 Q3	$5.54M	Sell	88,562 -4,276	-5%	-$289K	0.39%	62
2021 Q2	$6.12M	Buy	+92,838	New	+$6.46M	0.74%	35

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TwinBeech Capital's XEL Position: Q1 2026 in Review

TwinBeech Capital sold out of Xcel Energy (XEL) in Q1 2026, closing a stake of 34,725 shares — an estimated $2.56M sold.

TwinBeech Capital first reported a position in XEL in Q2 2021 and held it in 10 quarters. The position peaked at $18.7M in Q1 2024. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

TwinBeech Capital reported no remaining Xcel Energy position as of Q1 2026 after selling out during the quarter.
TwinBeech Capital sold 34,725 Xcel Energy shares in Q1 2026, an estimated $2.56M.
TwinBeech Capital first reported a position in Xcel Energy in Q2 2021 and held it in 10 quarters.
TwinBeech Capital's Xcel Energy position peaked at $18.7M in Q1 2024.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.