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Winton Group’s Xcel Energy XEL Stock Holding History

Winton 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 		$434K Buy
+5,400
New +$431K 0.01% 754
2026
Q1 		– Sell
-4,600
Closed -$340K – 1396
2025
Q4 		$340K Sell
4,600
-23,719
-84% -$1.87M 0.01% 717
2025
Q3 		$2.28M Buy
+28,319
New +$2.05M 0.09% 265
2024
Q2 		– Sell
-13,725
Closed -$738K – 760
2024
Q1 		$738K Buy
+13,725
New +$784K 0.05% 401
2023
Q1 		– Sell
-5,868
Closed -$411K – 1078
2022
Q4 		$411K Sell
5,868
-26,060
-82% -$1.73M 0.03% 688
2022
Q3 		$2.04M Sell
31,928
-35,200
-52% -$2.56M 0.13% 199
2022
Q2 		$4.75M Buy
67,128
+39,984
+147% +$2.91M 0.25% 80
2022
Q1 		$1.96M Buy
27,144
+17,424
+179% +$1.2M 0.1% 258
2021
Q4 		$658K Buy
+9,720
New +$634K 0.04% 598
2020
Q2 		– Sell
-37,358
Closed -$2.25M – 1607
2020
Q1 		$2.25M Sell
37,358
-95,720
-72% -$6.24M 0.06% 537
2019
Q4 		$8.45M Sell
133,078
-1,172,283
-90% -$73.3M 0.12% 293
2019
Q3 		$84.7M Buy
1,305,361
+390,469
+43% +$24.3M 1% 1
2019
Q2 		$54.4M Buy
914,892
+33,338
+4% +$1.92M 1.06% 2
2019
Q1 		$49.6M Buy
881,554
+42,778
+5% +$2.28M 1% 3
2018
Q4 		$41.3M Buy
838,776
+664,922
+382% +$33.3M 0.89% 6
2018
Q3 		$8.21M Buy
173,854
+155,065
+825% +$7.32M 0.17% 227
2018
Q2 		$858K Sell
18,789
-19,816
-51% -$888K 0.02% 475
2018
Q1 		$1.76M Sell
38,605
-57,212
-60% -$2.55M 0.05% 349
2017
Q4 		$4.61M Sell
95,817
-1,737
-2% -$86.2K 0.13% 280
2017
Q3 		$4.62M Buy
97,554
+83,595
+599% +$4.01M 0.15% 165
2017
Q2 		$640K Buy
+13,959
New +$643K 0.02% 467

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

Winton Group's XEL Position: Q2 2026 in Review

Winton Group opened a new position in Xcel Energy (XEL) in Q2 2026: 5,400 shares worth $434K. The stake represents 0.01% of the portfolio and ranks #754 among its holdings. This is a return to the name: Winton Group previously reported a position in XEL as recently as Q4 2025.

Winton Group first reported a position in XEL in Q2 2017 and has held it in 21 quarters since. The position peaked at $84.7M in Q3 2019. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Winton Group held 5,400 shares of Xcel Energy worth $434K as of Q2 2026.
  • Xcel Energy was a new Winton Group position in Q2 2026.
  • Xcel Energy made up 0.01% of Winton Group's portfolio in Q2 2026, its #754 holding.
  • Winton Group first reported a position in Xcel Energy in Q2 2017 and has held it in 21 quarters since.
  • Winton Group's Xcel Energy position peaked at $84.7M in Q3 2019.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.