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UBS O'Connor’s Xcel Energy XEL Stock Holding History

UBS O'Connor’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
Q2 		– Sell
-182,510
Closed -$12.9M – 462
2025
Q1 		$12.9M Sell
182,510
-55,100
-23% -$3.75M 0.31% 28
2024
Q4 		$16M Buy
+237,610
New +$15.9M 0.4% 36
2023
Q1 		– Sell
-111,078
Closed -$7.79M – 731
2022
Q4 		$7.79M Buy
+111,078
New +$7.39M 0.14% 88
2021
Q4 		– Sell
-104,829
Closed -$6.55M – 1026
2021
Q3 		$6.55M Buy
+104,829
New +$7.08M 0.05% 179
2014
Q4 		– Sell
-543,750
Closed -$16.5M – 728
2014
Q3 		$16.5M Buy
+543,750
New +$17M 0.29% 103

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

UBS O'Connor's XEL Position: Q2 2025 in Review

UBS O'Connor sold out of Xcel Energy (XEL) in Q2 2025, closing a stake of 182,510 shares — an estimated $12.9M sold.

UBS O'Connor first reported a position in XEL in Q3 2014 and held it in 5 quarters. The position peaked at $16.5M in Q3 2014. 1,133 funds tracked by Wall St. Rank hold XEL as of Q2 2025.

  • UBS O'Connor reported no remaining Xcel Energy position as of Q2 2025 after selling out during the quarter.
  • UBS O'Connor sold 182,510 Xcel Energy shares in Q2 2025, an estimated $12.9M.
  • UBS O'Connor first reported a position in Xcel Energy in Q3 2014 and held it in 5 quarters.
  • UBS O'Connor's Xcel Energy position peaked at $16.5M in Q3 2014.
  • 1,133 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.

Based on UBS O'Connor's 13F filing for Q2 2025, filed 14 Aug 2025.