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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
Q2 		$407K Sell
5,063
-453
-8% -$36.2K 0.02% 395
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 $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

Waterloo Capital's XEL Position: Q2 2026 in Review

Waterloo Capital reduced its Xcel Energy (XEL) stake by 8.2% in Q2 2026, selling an estimated $36.2K and leaving 5,063 shares worth $407K. The position accounts for 0.02% of the portfolio, ranked #395.

Waterloo Capital first reported a position in XEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $438K in Q1 2026. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Waterloo Capital held 5,063 shares of Xcel Energy worth $407K as of Q2 2026.
  • Waterloo Capital sold 453 Xcel Energy shares in Q2 2026, an estimated $36.2K.
  • Xcel Energy made up 0.02% of Waterloo Capital's portfolio in Q2 2026, its #395 holding.
  • Waterloo Capital first reported a position in Xcel Energy in Q1 2025 and has held it in 6 quarters since.
  • Waterloo Capital's Xcel Energy position peaked at $438K in Q1 2026.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.