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Warwick Investment Management’s Xcel Energy XEL Stock Holding History

Warwick 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 		$382K Hold
4,758
– – 0.04% 98
2026
Q1 		$378K Sell
4,758
-337
-7% -$26.4K 0.05% 88
2025
Q4 		$376K Buy
5,095
+125
+3% +$9.86K 0.06% 94
2025
Q3 		$401K Buy
4,970
+140
+3% +$10.1K 0.07% 92
2025
Q2 		$329K Buy
+4,830
New +$335K 0.06% 87
2025
Q1 		– Sell
-4,785
Closed -$323K – 115
2024
Q4 		$323K Buy
+4,785
New +$321K 0.07% 71
2024
Q3 		– Sell
-4,711
Closed -$252K – 116
2024
Q2 		$252K Buy
4,711
+334
+8% +$18.2K 0.06% 86
2024
Q1 		$235K Sell
4,377
-151
-3% -$8.62K 0.06% 89
2023
Q4 		$280K Buy
+4,528
New +$272K 0.08% 63

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

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

Warwick Investment Management held its Xcel Energy (XEL) position steady in Q2 2026 at 4,758 shares worth $382K. The position accounts for 0.04% of the portfolio, ranked #98.

Warwick Investment Management first reported a position in XEL in Q4 2023 and has held it in 9 quarters since. The position peaked at $401K in Q3 2025. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Warwick Investment Management held 4,758 shares of Xcel Energy worth $382K as of Q2 2026.
  • Warwick Investment Management left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.04% of Warwick Investment Management's portfolio in Q2 2026, its #98 holding.
  • Warwick Investment Management first reported a position in Xcel Energy in Q4 2023 and has held it in 9 quarters since.
  • Warwick Investment Management's Xcel Energy position peaked at $401K in Q3 2025.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.