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West Family Investments’s Xcel Energy XEL Stock Holding History

West Family Investments’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 		$293K Buy
+3,655
New +$292K 0.09% 343
2026
Q1 		– Sell
-4,552
Closed -$336K – 363
2025
Q4 		$336K Hold
4,552
– – 0.08% 241
2025
Q3 		$367K Buy
4,552
+32
+0.7% +$2.31K 0.08% 245
2025
Q2 		$308K Buy
+4,520
New +$313K 0.08% 250
2024
Q2 		– Sell
-4,776
Closed -$257K – 277
2024
Q1 		$257K Buy
4,776
+985
+26% +$56.2K 0.08% 206
2023
Q4 		$235K Sell
3,791
-5,519
-59% -$331K 0.08% 194
2023
Q3 		$533K Buy
9,310
+808
+10% +$48.6K 0.19% 94
2023
Q2 		$529K Buy
8,502
+3,392
+66% +$226K 0.21% 96
2023
Q1 		$345K Sell
5,110
-4,184
-45% -$282K 0.14% 112
2022
Q4 		$652K Buy
9,294
+918
+11% +$61.1K 0.22% 79
2022
Q3 		$536K Buy
8,376
+1,634
+24% +$119K 0.22% 96
2022
Q2 		$477K Sell
6,742
-33
-0.5% -$2.4K 0.19% 96
2022
Q1 		$489K Buy
6,775
+2,182
+48% +$150K 0.14% 117
2021
Q4 		$311K Sell
4,593
-8,523
-65% -$556K 0.08% 194
2021
Q3 		$820K Buy
13,116
+2,864
+28% +$193K 0.21% 90
2021
Q2 		$675K Buy
+10,252
New +$714K 0.18% 95

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

West Family Investments's XEL Position: Q2 2026 in Review

West Family Investments opened a new position in Xcel Energy (XEL) in Q2 2026: 3,655 shares worth $293K. The stake represents 0.09% of the portfolio and ranks #343 among its holdings. This is a return to the name: West Family Investments previously reported a position in XEL as recently as Q4 2025.

West Family Investments first reported a position in XEL in Q2 2021 and has held it in 16 quarters since. The position peaked at $820K in Q3 2021. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • West Family Investments held 3,655 shares of Xcel Energy worth $293K as of Q2 2026.
  • Xcel Energy was a new West Family Investments position in Q2 2026.
  • Xcel Energy made up 0.09% of West Family Investments's portfolio in Q2 2026, its #343 holding.
  • West Family Investments first reported a position in Xcel Energy in Q2 2021 and has held it in 16 quarters since.
  • West Family Investments's Xcel Energy position peaked at $820K in Q3 2021.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.