UBS Group
XEL icon

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
2026
Q2 		$3.85M Buy
+48,000
New +$3.83M ﹤0.01% 4434
2024
Q2 		– Sell
-166,800
Closed -$8.97M – 10180
2024
Q1 		$8.97M Buy
+166,800
New +$9.52M ﹤0.01% 2363

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

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.