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Waterloo Capital’s Xcel Energy XEL Stock Holding History

Waterloo Capital’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
Q1 		$438K Buy
5,516
+778
+16% +$61K 0.03% 332
2025
Q4 		$350K Sell
4,738
-234
-5% -$18.5K 0.03% 351
2025
Q3 		$401K Buy
4,972
+363
+8% +$26.3K 0.03% 322
2025
Q2 		$314K Buy
4,609
+98
+2% +$6.8K 0.03% 341
2025
Q1 		$319K Buy
+4,511
New +$307K 0.03% 309

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Waterloo Capital's XEL Position: Q1 2026 in Review

Waterloo Capital increased its Xcel Energy (XEL) stake by 16% in Q1 2026, buying an estimated $61K and bringing the position to 5,516 shares worth $438K. The position accounts for 0.03% of the portfolio, ranked #332.

Waterloo Capital first reported a position in XEL in Q1 2025 and has held it in 5 quarters since. 1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Waterloo Capital held 5,516 shares of Xcel Energy worth $438K as of Q1 2026.
  • Waterloo Capital bought 778 Xcel Energy shares in Q1 2026, an estimated $61K.
  • Xcel Energy made up 0.03% of Waterloo Capital's portfolio in Q1 2026, its #332 holding.
  • Waterloo Capital first reported a position in Xcel Energy in Q1 2025 and has held it in 5 quarters since.
  • 1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.