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Union Bancaire Privee’s Xcel Energy XEL Stock Holding History

Union Bancaire Privee’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 		$9.86M Buy
133,964
+43,196
+48% +$3.45M 0.11% 122
2026
Q1 		$6.36M Buy
90,768
+48,414
+114% +$3.8M 0.09% 135
2025
Q4 		$2.77M Buy
42,354
+29,376
+226% +$2.32M 0.03% 193
2025
Q3 		$898K Buy
12,978
+3,140
+32% +$227K 0.01% 267
2025
Q2 		$584K Sell
9,838
-3,266
-25% -$226K 0.01% 294
2025
Q1 		$847K Buy
+13,104
New +$892K 0.02% 260

Other funds holding XEL

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Union Bancaire Privee's XEL Position: Q2 2026 in Review

Union Bancaire Privee increased its Xcel Energy (XEL) stake by 48% in Q2 2026, buying an estimated $3.45M and bringing the position to 133,964 shares worth $9.86M. The position accounts for 0.11% of the portfolio, ranked #122.

Union Bancaire Privee first reported a position in XEL in Q1 2025 and has held it in 6 quarters since. 522 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Union Bancaire Privee held 133,964 shares of Xcel Energy worth $9.86M as of Q2 2026.
  • Union Bancaire Privee bought 43,196 Xcel Energy shares in Q2 2026, an estimated $3.45M.
  • Xcel Energy made up 0.11% of Union Bancaire Privee's portfolio in Q2 2026, its #122 holding.
  • Union Bancaire Privee first reported a position in Xcel Energy in Q1 2025 and has held it in 6 quarters since.
  • 522 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.