UBS Group’s Xcel Energy XEL Stock Holding History

UBS Group’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
2025 Q3	–	Sell	-20,300	Closed	-$1.38M	–	11015
2025 Q2	$1.38M	Sell	20,300 -15,000	-42%	-$1.04M	﹤0.01%	5161
2025 Q1	$2.5M	Buy	+35,300	New	+$2.4M	﹤0.01%	4509
2024 Q3	–	Sell	-12,700	Closed	-$678K	–	10126
2024 Q2	$678K	Sell	12,700 -115,700	-90%	-$6.29M	﹤0.01%	4757
2024 Q1	$6.9M	Buy	+128,400	New	+$7.33M	﹤0.01%	2624
2021 Q2	–	Sell	-532,300	Closed	-$35.4M	–	9879
2021 Q1	$35.4M	Buy	+532,300	New	+$33.6M	0.01%	1049
2020 Q2	–	Sell	-77,700	Closed	-$4.68M	–	8412
2020 Q1	$4.68M	Buy	+77,700	New	+$5.06M	﹤0.01%	1989
2019 Q4	–	Sell	-4,500	Closed	-$292K	–	8451
2019 Q3	$292K	Buy	+4,500	New	+$280K	﹤0.01%	4966
2018 Q1	–	Sell	-148,200	Closed	-$7.13M	–	8214
2017 Q4	$7.13M	Buy	148,200 +139,500	+1,603%	+$6.92M	﹤0.01%	2019
2017 Q3	$412K	Sell	8,700 -17,000	-66%	-$816K	﹤0.01%	4368
2017 Q2	$1.18M	Buy	25,700 +16,900	+192%	+$778K	﹤0.01%	3473
2017 Q1	$391K	Buy	+8,800	New	+$373K	﹤0.01%	4215
2016 Q3	–	Sell	-21,600	Closed	-$967K	–	7969
2016 Q2	$967K	Buy	+21,600	New	+$894K	﹤0.01%	3407
2015 Q3	–	Sell	-30,100	Closed	-$969K	–	8663
2015 Q2	$969K	Buy	+30,100	New	+$1.01M	﹤0.01%	3596

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

UBS Group's XEL Position: Q2 2026 in Review

UBS Group reduced its Xcel Energy (XEL) stake by 17% in Q2 2026, selling an estimated $44.2M and leaving 2,679,109 shares worth $215M. The position accounts for 0.03% of the portfolio, ranked #628.

UBS Group first reported a position in XEL in Q4 2014 and has held it in 47 quarters since. The position peaked at $257M in Q1 2026. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

UBS Group held 2,679,109 shares of Xcel Energy worth $215M as of Q2 2026.
UBS Group sold 553,568 Xcel Energy shares in Q2 2026, an estimated $44.2M.
Xcel Energy made up 0.03% of UBS Group's portfolio in Q2 2026, its #628 holding.
UBS Group first reported a position in Xcel Energy in Q4 2014 and has held it in 47 quarters since.
UBS Group's Xcel Energy position peaked at $257M in Q1 2026.
1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.