Zimmer Partners’s Xcel Energy XEL Stock Holding History

Zimmer Partners’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	$187M	Sell	2,323,610 -305,690	-12%	-$24.4M	4.3%	5
2026 Q1	$209M	Sell	2,629,300 -110,053	-4%	-$8.63M	5.04%	5
2025 Q4	$202M	Buy	2,739,353 +288,353	+12%	+$22.7M	5.33%	3
2025 Q3	$198M	Sell	2,451,000 -968,300	-28%	-$70.1M	4.27%	5
2025 Q2	$233M	Sell	3,419,300 -702,650	-17%	-$48.7M	5.07%	3
2025 Q1	$292M	Buy	4,121,950 +454,750	+12%	+$31M	5.5%	2
2024 Q4	$248M	Buy	3,667,200 +3,454,700	+1,626%	+$232M	4.27%	5
2024 Q3	$13.9M	Sell	212,500 -2,813,625	-93%	-$167M	0.25%	67
2024 Q2	$162M	Buy	3,026,125 +2,093,620	+225%	+$114M	2.98%	11
2024 Q1	$50.1M	Buy	932,505 +882,505	+1,765%	+$50.4M	1.07%	25
2023 Q4	$3.1M	Buy	+50,000	New	+$3M	0.11%	76
2023 Q3	–	Sell	-200,000	Closed	-$12.4M	–	156
2023 Q2	$12.4M	Buy	+200,000	New	+$13.4M	0.29%	59
2021 Q1	–	Sell	-12,500	Closed	-$833K	–	197
2020 Q4	$833K	Buy	+12,500	New	+$871K	0.01%	109
2020 Q3	–	Sell	-163,961	Closed	-$10.2M	–	159
2020 Q2	$10.2M	Sell	163,961 -134,516	-45%	-$8.48M	0.14%	76
2020 Q1	$18M	Buy	+298,477	New	+$19.5M	0.4%	38
2019 Q4	–	Sell	-207,593	Closed	-$13.5M	–	115
2019 Q3	$13.5M	Buy	+207,593	New	+$12.9M	0.15%	66
2014 Q2	–	Sell	-10,000	Closed	-$304K	–	60
2014 Q1	$304K	Buy	+10,000	New	+$292K	0.04%	48

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Zimmer Partners's XEL Position: Q2 2026 in Review

Zimmer Partners reduced its Xcel Energy (XEL) stake by 12% in Q2 2026, selling an estimated $24.4M and leaving 2,323,610 shares worth $187M. The position accounts for 4.3% of the portfolio, ranked #5.

Zimmer Partners first reported a position in XEL in Q1 2014 and has held it in 17 quarters since. The position peaked at $292M in Q1 2025. 1,288 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Zimmer Partners held 2,323,610 shares of Xcel Energy worth $187M as of Q2 2026.
Zimmer Partners sold 305,690 Xcel Energy shares in Q2 2026, an estimated $24.4M.
Xcel Energy made up 4.3% of Zimmer Partners's portfolio in Q2 2026, its #5 holding.
Zimmer Partners first reported a position in Xcel Energy in Q1 2014 and has held it in 17 quarters since.
Zimmer Partners's Xcel Energy position peaked at $292M in Q1 2025.
1,288 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Zimmer Partners's 13F filing for Q2 2026, filed 14 Aug 2026.