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Westwood Holdings Group’s Xcel Energy XEL Stock Holding History

Westwood Holdings Group’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 		$501K Buy
+6,245
New +$498K ﹤0.01% 452
2020
Q1 		– Sell
-42
Closed -$3K – 526
2019
Q4 		$3K Buy
+42
New +$2.63K ﹤0.01% 525
2013
Q3 		– Sell
-937,255
Closed -$26.6M – 335
2013
Q2 		$26.6M Buy
+937,255
New +$28M 0.23% 138

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

Westwood Holdings Group's XEL Position: Q2 2026 in Review

Westwood Holdings Group opened a new position in Xcel Energy (XEL) in Q2 2026: 6,245 shares worth $501K. The stake represents ﹤0.01% of the portfolio and ranks #452 among its holdings. This is a return to the name: Westwood Holdings Group previously reported a position in XEL as recently as Q4 2019.

Westwood Holdings Group first reported a position in XEL in Q2 2013 and has held it in 3 quarters since. The position peaked at $26.6M in Q2 2013. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Westwood Holdings Group held 6,245 shares of Xcel Energy worth $501K as of Q2 2026.
  • Xcel Energy was a new Westwood Holdings Group position in Q2 2026.
  • Xcel Energy made up ﹤0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #452 holding.
  • Westwood Holdings Group first reported a position in Xcel Energy in Q2 2013 and has held it in 3 quarters since.
  • Westwood Holdings Group's Xcel Energy position peaked at $26.6M in Q2 2013.
  • 1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.