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Virtus Investment Advisers’s Xcel Energy XEL Stock Holding History

Virtus Investment Advisers’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 		$199K Buy
2,477
+31
+1% +$2.47K 0.05% 404
2026
Q1 		$194K Buy
2,446
+244
+11% +$19.1K 0.05% 370
2025
Q4 		$163K Buy
+2,202
New +$174K 0.04% 419
2022
Q4 		– Sell
-3,307
Closed -$212K – 381
2022
Q3 		$212K Buy
+3,307
New +$241K 0.1% 193
2017
Q4 		– Sell
-10,056
Closed -$476K – 533
2017
Q3 		$476K Sell
10,056
-1,549
-13% -$74.3K 0.05% 321
2017
Q2 		$532K Sell
11,605
-1,563
-12% -$72K 0.05% 317
2017
Q1 		$585K Sell
13,168
-1,818
-12% -$77K 0.05% 309
2016
Q4 		$610K Sell
14,986
-69,971
-82% -$2.8M 0.05% 337
2016
Q3 		$3.5M Buy
+84,957
New +$3.63M 0.22% 155

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

Virtus Investment Advisers's XEL Position: Q2 2026 in Review

Virtus Investment Advisers increased its Xcel Energy (XEL) stake by 1.3% in Q2 2026, buying an estimated $2.47K and bringing the position to 2,477 shares worth $199K. The position accounts for 0.05% of the portfolio, ranked #404.

Virtus Investment Advisers first reported a position in XEL in Q3 2016 and has held it in 9 quarters since. The position peaked at $3.5M in Q3 2016. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Virtus Investment Advisers held 2,477 shares of Xcel Energy worth $199K as of Q2 2026.
  • Virtus Investment Advisers bought 31 Xcel Energy shares in Q2 2026, an estimated $2.47K.
  • Xcel Energy made up 0.05% of Virtus Investment Advisers's portfolio in Q2 2026, its #404 holding.
  • Virtus Investment Advisers first reported a position in Xcel Energy in Q3 2016 and has held it in 9 quarters since.
  • Virtus Investment Advisers's Xcel Energy position peaked at $3.5M in Q3 2016.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.