ZP
XEL icon

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
2025
Q3 		– Sell
-300,000
Closed -$20.4M – 201
2025
Q2 		$20.4M Buy
300,000
+50,000
+20% +$3.47M 0.44% 53
2025
Q1 		$17.7M Buy
+250,000
New +$17M 0.33% 59

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zimmer Partners's XEL Position: Q1 2026 in Review

Zimmer Partners reduced its Xcel Energy (XEL) stake by 4% in Q1 2026, selling an estimated $8.63M and leaving 2,629,300 shares worth $209M. The position accounts for 5.04% of the portfolio, ranked #5.

Zimmer Partners first reported a position in XEL in Q1 2014 and has held it in 16 quarters since. The position peaked at $292M in Q1 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Zimmer Partners held 2,629,300 shares of Xcel Energy worth $209M as of Q1 2026.
  • Zimmer Partners sold 110,053 Xcel Energy shares in Q1 2026, an estimated $8.63M.
  • Xcel Energy made up 5.04% of Zimmer Partners's portfolio in Q1 2026, its #5 holding.
  • Zimmer Partners first reported a position in Xcel Energy in Q1 2014 and has held it in 16 quarters since.
  • Zimmer Partners's Xcel Energy position peaked at $292M in Q1 2025.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Zimmer Partners's 13F filing for Q1 2026, filed 15 May 2026.