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
Q2 		$30.3M Buy
377,879
+8,368
+2% +$668K 0.05% 313
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 $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 $3.38T AUM 44.17% 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

Universal-Beteiligungs- und Servicegesellschaft's XEL Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Xcel Energy (XEL) stake by 2.3% in Q2 2026, buying an estimated $668K and bringing the position to 377,879 shares worth $30.3M. The position accounts for 0.05% of the portfolio, ranked #313.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 377,879 shares of Xcel Energy worth $30.3M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 8,368 Xcel Energy shares in Q2 2026, an estimated $668K.
  • Xcel Energy made up 0.05% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #313 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.