Y-Intercept (HK)’s Xcel Energy XEL Stock Holding History

Y-Intercept (HK)’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	–	Sell	-88,267	Closed	-$7.01M	–	2230
2026 Q1	$7.01M	Buy	88,267 +22,289	+34%	+$1.75M	0.13%	210
2025 Q4	$4.87M	Buy	65,978 +41,948	+175%	+$3.31M	0.11%	238
2025 Q3	$1.94M	Sell	24,030 -9,343	-28%	-$676K	0.05%	626
2025 Q2	$2.27M	Buy	33,373 +11,065	+50%	+$767K	0.06%	545
2025 Q1	$1.58M	Buy	+22,308	New	+$1.52M	0.11%	251
2024 Q3	–	Sell	-43,085	Closed	-$2.3M	–	1873
2024 Q2	$2.3M	Buy	+43,085	New	+$2.34M	0.13%	214
2023 Q3	–	Sell	-74,969	Closed	-$4.66M	–	1688
2023 Q2	$4.66M	Buy	+74,969	New	+$5.01M	0.49%	10
2022 Q4	–	Sell	-60,013	Closed	-$3.84M	–	1402
2022 Q3	$3.84M	Buy	+60,013	New	+$4.37M	0.38%	38
2021 Q3	–	Sell	-19,789	Closed	-$1.3M	–	948
2021 Q2	$1.3M	Buy	+19,789	New	+$1.38M	0.33%	56

Other funds holding XEL

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Y-Intercept (HK)'s XEL Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 88,267 shares — an estimated $7.01M sold.

Y-Intercept (HK) first reported a position in XEL in Q2 2021 and held it in 9 quarters. The position peaked at $7.01M in Q1 2026. 264 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Y-Intercept (HK) reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 88,267 Xcel Energy shares in Q2 2026, an estimated $7.01M.
Y-Intercept (HK) first reported a position in Xcel Energy in Q2 2021 and held it in 9 quarters.
Y-Intercept (HK)'s Xcel Energy position peaked at $7.01M in Q1 2026.
264 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.