Voloridge Investment Management
XEL icon

Voloridge Investment Management’s Xcel Energy XEL Stock Holding History

Voloridge Investment 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 		$93.2M Buy
1,160,841
+755,039
+186% +$60.3M 0.4% 53
2026
Q1 		$32.2M Sell
405,802
-35,214
-8% -$2.76M 0.13% 222
2025
Q4 		$32.6M Buy
+441,016
New +$34.8M 0.11% 225
2025
Q2 		– Sell
-237,348
Closed -$16.8M – 1419
2025
Q1 		$16.8M Buy
237,348
+111,441
+89% +$7.59M 0.06% 412
2024
Q4 		$8.5M Buy
+125,907
New +$8.45M 0.03% 620
2024
Q3 		– Sell
-751,980
Closed -$40.2M – 1389
2024
Q2 		$40.2M Buy
751,980
+2,821
+0.4% +$153K 0.15% 203
2024
Q1 		$40.3M Sell
749,159
-325,552
-30% -$18.6M 0.15% 196
2023
Q4 		$66.5M Sell
1,074,711
-198,712
-16% -$11.9M 0.26% 106
2023
Q3 		$72.9M Sell
1,273,423
-6,941
-0.5% -$417K 0.36% 61
2023
Q2 		$79.6M Buy
1,280,364
+119,378
+10% +$7.97M 0.38% 55
2023
Q1 		$78.3M Buy
1,160,986
+115,729
+11% +$7.81M 0.39% 43
2022
Q4 		$73.3M Sell
1,045,257
-303,292
-22% -$20.2M 0.41% 36
2022
Q3 		$86.3M Sell
1,348,549
-61,248
-4% -$4.46M 0.47% 30
2022
Q2 		$99.8M Buy
1,409,797
+796
+0.1% +$57.9K 0.52% 18
2022
Q1 		$102M Buy
1,409,001
+454,836
+48% +$31.3M 0.58% 19
2021
Q4 		$64.6M Buy
954,165
+304,877
+47% +$19.9M 0.35% 44
2021
Q3 		$40.6M Buy
649,288
+360,556
+125% +$24.4M 0.26% 74
2021
Q2 		$19M Sell
288,732
-169,259
-37% -$11.8M 0.13% 197
2021
Q1 		$30.5M Buy
457,991
+161,393
+54% +$10.2M 0.22% 118
2020
Q4 		$19.8M Buy
+296,598
New +$20.7M 0.17% 143
2020
Q3 		– Sell
-348,976
Closed -$21.8M – 1539
2020
Q2 		$21.8M Buy
348,976
+103,690
+42% +$6.53M 0.25% 82
2020
Q1 		$14.8M Buy
+245,286
New +$16M 0.42% 44
2017
Q3 		– Sell
-34,050
Closed -$1.56M – 549
2017
Q2 		$1.56M Buy
+34,050
New +$1.57M 0.04% 290
2016
Q4 		– Sell
-27,075
Closed -$1.11M – 679
2016
Q3 		$1.11M Buy
+27,075
New +$1.16M 0.02% 182
2016
Q2 		– Sell
-218,544
Closed -$9.14M – 415
2016
Q1 		$9.14M Buy
+218,544
New +$8.52M 0.21% 100

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

Voloridge Investment Management's XEL Position: Q2 2026 in Review

Voloridge Investment Management increased its Xcel Energy (XEL) stake by 186% in Q2 2026, buying an estimated $60.3M and bringing the position to 1,160,841 shares worth $93.2M. The position accounts for 0.4% of the portfolio, ranked #53.

Voloridge Investment Management first reported a position in XEL in Q1 2016 and has held it in 25 quarters since. The position peaked at $102M in Q1 2022. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Voloridge Investment Management held 1,160,841 shares of Xcel Energy worth $93.2M as of Q2 2026.
  • Voloridge Investment Management bought 755,039 Xcel Energy shares in Q2 2026, an estimated $60.3M.
  • Xcel Energy made up 0.4% of Voloridge Investment Management's portfolio in Q2 2026, its #53 holding.
  • Voloridge Investment Management first reported a position in Xcel Energy in Q1 2016 and has held it in 25 quarters since.
  • Voloridge Investment Management's Xcel Energy position peaked at $102M in Q1 2022.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Voloridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.