Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Xcel Energy XEL Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$29.4M Buy
369,511
+23,840
+7% +$1.87M 0.05% 302
2025
Q4 		$25.6M Buy
345,671
+49,859
+17% +$3.93M 0.04% 334
2025
Q3 		$23.9M Buy
295,812
+16,953
+6% +$1.23M 0.04% 353
2025
Q2 		$19M Sell
278,859
-19,139
-6% -$1.33M 0.03% 393
2025
Q1 		$21.1M Sell
297,998
-9,294
-3% -$633K 0.04% 357
2024
Q4 		$20.7M Buy
+307,292
New +$20.6M 0.04% 358

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's XEL Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Xcel Energy (XEL) stake by 6.9% in Q1 2026, buying an estimated $1.87M and bringing the position to 369,511 shares worth $29.4M. The position accounts for 0.05% of the portfolio, ranked #302.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in XEL in Q4 2024 and has held it in 6 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 369,511 shares of Xcel Energy worth $29.4M as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 23,840 Xcel Energy shares in Q1 2026, an estimated $1.87M.
  • Xcel Energy made up 0.05% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #302 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Xcel Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.