Zimmer Partners’s Xcel Energy XEL Stock Holding History

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

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. 1,289 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.
  • 1,289 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.