Vanguard Personalized Indexing Management
XEL icon

Vanguard Personalized Indexing Management’s Xcel Energy XEL Stock Holding History

Vanguard Personalized Indexing Management’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 		$6.06M Buy
75,515
+2,996
+4% +$239K 0.05% 312
2026
Q1 		$5.76M Sell
72,519
-1,398
-2% -$110K 0.06% 281
2025
Q4 		$5.46M Buy
73,917
+3,639
+5% +$287K 0.05% 283
2025
Q3 		$5.67M Buy
70,278
+5,047
+8% +$365K 0.06% 281
2025
Q2 		$4.44M Buy
65,231
+14,025
+27% +$973K 0.05% 325
2025
Q1 		$3.62M Buy
51,206
+2,204
+4% +$150K 0.05% 315
2024
Q4 		$3.31M Buy
49,002
+6,695
+16% +$449K 0.05% 326
2024
Q3 		$2.76M Buy
42,307
+2,873
+7% +$170K 0.04% 367
2024
Q2 		$2.1M Buy
39,434
+3,963
+11% +$216K 0.04% 395
2024
Q1 		$1.91M Sell
35,471
-7,281
-17% -$416K 0.04% 405
2023
Q4 		$2.65M Buy
42,752
+1,293
+3% +$77.6K 0.07% 269
2023
Q3 		$2.37M Buy
41,459
+5,452
+15% +$328K 0.07% 271
2023
Q2 		$2.24M Buy
36,007
+8,225
+30% +$549K 0.07% 284
2023
Q1 		$1.87M Buy
27,782
+6,649
+31% +$449K 0.07% 312
2022
Q4 		$1.48M Sell
21,133
-4,145
-16% -$276K 0.06% 363
2022
Q3 		$1.62M Buy
25,278
+2,035
+9% +$148K 0.07% 283
2022
Q2 		$1.65M Buy
23,243
+4,705
+25% +$342K 0.08% 258
2022
Q1 		$1.34M Buy
18,538
+5,113
+38% +$351K 0.06% 313
2021
Q4 		$909K Buy
13,425
+6,614
+97% +$431K 0.05% 439
2021
Q3 		$426K Buy
6,811
+660
+11% +$44.6K 0.04% 603
2021
Q2 		$405K Buy
6,151
+946
+18% +$65.9K 0.04% 591
2021
Q1 		$346K Buy
5,205
+585
+13% +$37K 0.05% 445
2020
Q4 		$308K Buy
4,620
+532
+13% +$37.1K 0.07% 363
2020
Q3 		$282K Buy
4,088
+311
+8% +$21.2K 0.08% 307
2020
Q2 		$236K Buy
+3,777
New +$238K 0.11% 256

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

Vanguard Personalized Indexing Management's XEL Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Xcel Energy (XEL) stake by 4.1% in Q2 2026, buying an estimated $239K and bringing the position to 75,515 shares worth $6.06M. The position accounts for 0.05% of the portfolio, ranked #312.

Vanguard Personalized Indexing Management first reported a position in XEL in Q2 2020 and has held it in 25 quarters since. 1,285 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Vanguard Personalized Indexing Management held 75,515 shares of Xcel Energy worth $6.06M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 2,996 Xcel Energy shares in Q2 2026, an estimated $239K.
  • Xcel Energy made up 0.05% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #312 holding.
  • Vanguard Personalized Indexing Management first reported a position in Xcel Energy in Q2 2020 and has held it in 25 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.