William Blair & Company’s Xcel Energy XEL Stock Holding History

William Blair & Company’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	$3.08M	Sell	38,739 -357	-0.9%	-$28K	0.01%	620
2025 Q4	$2.89M	Buy	39,096 +1,276	+3%	+$101K	0.01%	649
2025 Q3	$3.05M	Sell	37,820 -363	-1%	-$26.3K	0.01%	632
2025 Q2	$2.6M	Buy	38,183 +151	+0.4%	+$10.5K	0.01%	654
2025 Q1	$2.69M	Sell	38,032 -593	-2%	-$40.4K	0.01%	644
2024 Q4	$2.61M	Buy	38,625 +1,011	+3%	+$67.8K	0.01%	658
2024 Q3	$2.46M	Sell	37,614 -8	-0%	-$475	0.01%	655
2024 Q2	$2.01M	Sell	37,622 -3,162	-8%	-$172K	0.01%	689
2024 Q1	$2.19M	Sell	40,784 -303	-0.7%	-$17.3K	0.01%	655
2023 Q4	$2.54M	Buy	41,087 +687	+2%	+$41.2K	0.01%	621
2023 Q3	$2.31M	Buy	40,400 +406	+1%	+$24.4K	0.01%	613
2023 Q2	$2.49M	Buy	39,994 +1,569	+4%	+$105K	0.01%	617
2023 Q1	$2.59M	Sell	38,425 -229	-0.6%	-$15.5K	0.01%	597
2022 Q4	$2.71M	Sell	38,654 -120	-0.3%	-$7.98K	0.01%	559
2022 Q3	$2.48M	Buy	38,774 +2,685	+7%	+$195K	0.01%	566
2022 Q2	$2.55M	Buy	36,089 +1,486	+4%	+$108K	0.01%	579
2022 Q1	$2.5M	Buy	34,603 +36	+0.1%	+$2.47K	0.01%	641
2021 Q4	$2.34M	Sell	34,567 -183	-0.5%	-$11.9K	0.01%	689
2021 Q3	$2.17M	Sell	34,750 -406	-1%	-$27.4K	0.01%	687
2021 Q2	$2.32M	Buy	35,156 +497	+1%	+$34.6K	0.01%	669
2021 Q1	$2.31M	Sell	34,659 -586	-2%	-$37K	0.01%	651
2020 Q4	$2.35M	Sell	35,245 -1,518	-4%	-$106K	0.01%	609
2020 Q3	$2.54M	Sell	36,763 -206	-0.6%	-$14.1K	0.01%	536
2020 Q2	$2.31M	Sell	36,969 -391	-1%	-$24.6K	0.01%	531
2020 Q1	$2.25M	Buy	37,360 +523	+1%	+$34.1K	0.01%	490
2019 Q4	$2.34M	Buy	36,837 +2,447	+7%	+$153K	0.01%	559
2019 Q3	$2.23M	Buy	34,390 +8	+0%	+$498	0.01%	547
2019 Q2	$2.04M	Sell	34,382 -391	-1%	-$22.5K	0.01%	572
2019 Q1	$1.96M	Buy	34,773 +1,460	+4%	+$77.7K	0.01%	569
2018 Q4	$1.64M	Buy	33,313 +2,722	+9%	+$137K	0.01%	571
2018 Q3	$1.44M	Buy	30,591 +140	+0.5%	+$6.61K	0.01%	636
2018 Q2	$1.39M	Buy	30,451 +1,500	+5%	+$67.2K	0.01%	629
2018 Q1	$1.32M	Sell	28,951 -133	-0.5%	-$5.93K	0.01%	637
2017 Q4	$1.4M	Sell	29,084 -1,010	-3%	-$50.1K	0.01%	655
2017 Q3	$1.42M	Buy	30,094 +1,192	+4%	+$57.2K	0.01%	625
2017 Q2	$1.33M	Buy	28,902 +1,343	+5%	+$61.8K	0.01%	674
2017 Q1	$1.21M	Buy	27,559 +334	+1%	+$14.2K	0.01%	663
2016 Q4	$1.11M	Buy	27,225 +10	+0%	+$400	0.01%	630
2016 Q3	$1.12M	Hold	27,215	–	–	0.01%	624
2016 Q2	$1.22M	Sell	27,215 -5,000	-16%	-$207K	0.01%	580
2016 Q1	$1.35M	Buy	32,215 +3,500	+12%	+$136K	0.01%	542
2015 Q4	$1.03M	Hold	28,715	–	–	0.01%	622
2015 Q3	$1.02M	Sell	28,715 -1,420	-5%	-$48.3K	0.01%	753
2015 Q2	$969K	Sell	30,135 -225	-0.7%	-$7.57K	﹤0.01%	1591
2015 Q1	$1.06M	Sell	30,360 -1,260	-4%	-$45.1K	﹤0.01%	1539
2014 Q4	$1.14M	Buy	31,620 +1,255	+4%	+$42.1K	﹤0.01%	1461
2014 Q3	$923K	Sell	30,365 -400	-1%	-$12.5K	﹤0.01%	1506
2014 Q2	$991K	Sell	30,765 -165	-0.5%	-$5.11K	﹤0.01%	1464
2014 Q1	$939K	Buy	30,930 +75	+0.2%	+$2.19K	﹤0.01%	1448
2013 Q4	$862K	Sell	30,855 -1,580	-5%	-$44.6K	﹤0.01%	1427
2013 Q3	$895K	Sell	32,435 -69	-0.2%	-$1.97K	﹤0.01%	1365
2013 Q2	$920K	Buy	+32,504	New	+$971K	﹤0.01%	1304

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

William Blair & Company's XEL Position: Q1 2026 in Review

William Blair & Company reduced its Xcel Energy (XEL) stake by 0.91% in Q1 2026, selling an estimated $28K and leaving 38,739 shares worth $3.08M. The position accounts for 0.01% of the portfolio, ranked #620.

William Blair & Company first reported a position in XEL in Q2 2013 and has held it in 52 quarters since. 1,265 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

William Blair & Company held 38,739 shares of Xcel Energy worth $3.08M as of Q1 2026.
William Blair & Company sold 357 Xcel Energy shares in Q1 2026, an estimated $28K.
Xcel Energy made up 0.01% of William Blair & Company's portfolio in Q1 2026, its #620 holding.
William Blair & Company first reported a position in Xcel Energy in Q2 2013 and has held it in 52 quarters since.
1,265 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.