Vontobel Holding’s Xcel Energy XEL Stock Holding History

Vontobel Holding’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	$1.58M	Sell	19,737 -66,973	-77%	-$5.35M	0.01%	686
2026 Q1	$6.89M	Sell	86,710 -166,842	-66%	-$13.1M	0.02%	317
2025 Q4	$18.7M	Buy	253,552 +247,459	+4,061%	+$19.5M	0.06%	226
2025 Q3	$491K	Buy	+6,093	New	+$441K	﹤0.01%	955
2022 Q3	–	Sell	-12,680	Closed	-$890K	–	1116
2022 Q2	$890K	Buy	12,680 +1,298	+11%	+$94.4K	0.01%	564
2022 Q1	$823K	Hold	11,382	–	–	0.01%	670
2021 Q4	$771K	Sell	11,382 -5,271	-32%	-$344K	0.01%	699
2021 Q3	$1.04M	Buy	16,653 +968	+6%	+$65.4K	0.01%	606
2021 Q2	$1.03M	Sell	15,685 -2,516	-14%	-$175K	0.01%	588
2021 Q1	$1.21M	Sell	18,201 -783	-4%	-$49.5K	0.01%	489
2020 Q4	$1.18M	Buy	+18,984	New	+$1.32M	0.01%	506

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Vontobel Holding's XEL Position: Q2 2026 in Review

Vontobel Holding reduced its Xcel Energy (XEL) stake by 77% in Q2 2026, selling an estimated $5.35M and leaving 19,737 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #686.

Vontobel Holding first reported a position in XEL in Q4 2020 and has held it in 11 quarters since. The position peaked at $18.7M in Q4 2025. 745 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Vontobel Holding held 19,737 shares of Xcel Energy worth $1.58M as of Q2 2026.
Vontobel Holding sold 66,973 Xcel Energy shares in Q2 2026, an estimated $5.35M.
Xcel Energy made up 0.01% of Vontobel Holding's portfolio in Q2 2026, its #686 holding.
Vontobel Holding first reported a position in Xcel Energy in Q4 2020 and has held it in 11 quarters since.
Vontobel Holding's Xcel Energy position peaked at $18.7M in Q4 2025.
745 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.