Zurich Insurance Group’s Xcel Energy XEL Stock Holding History

Zurich Insurance 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	$43.3M	Sell	539,509 -239,792	-31%	-$19.1M	0.3%	91
2026 Q1	$61.9M	Buy	779,301 +560,409	+256%	+$44M	0.49%	50
2025 Q4	$16.2M	Sell	218,892 -141,098	-39%	-$11.1M	0.11%	158
2025 Q3	$29M	Buy	+359,990	New	+$26M	0.21%	106
2024 Q2	–	Sell	-662,755	Closed	-$35.6M	–	262
2024 Q1	$35.6M	Buy	+662,755	New	+$37.8M	0.33%	88
2020 Q4	–	Sell	-23,700	Closed	-$1.64M	–	234
2020 Q3	$1.64M	Hold	23,700	–	–	0.03%	117
2020 Q2	$1.48M	Hold	23,700	–	–	0.03%	123
2020 Q1	$1.43M	Hold	23,700	–	–	0.03%	118
2019 Q4	$1.5M	Sell	23,700 -93,345	-80%	-$5.84M	0.03%	155
2019 Q3	$7.59M	Sell	117,045 -64,154	-35%	-$4M	0.14%	178
2019 Q2	$10.8M	Buy	181,199 +157,499	+665%	+$9.05M	0.21%	137
2019 Q1	$1.33M	Hold	23,700	–	–	0.03%	302
2018 Q4	$1.17M	Hold	23,700	–	–	0.03%	286
2018 Q3	$1.12M	Sell	23,700 -29,000	-55%	-$1.37M	0.02%	355
2018 Q2	$2.41M	Hold	52,700	–	–	0.05%	312
2018 Q1	$2.4M	Sell	52,700 -58,188	-52%	-$2.59M	0.06%	356
2017 Q4	$5.33M	Buy	110,888 +34,057	+44%	+$1.69M	0.12%	196
2017 Q3	$3.64M	Sell	76,831 -13,819	-15%	-$663K	0.1%	236
2017 Q2	$4.16M	Sell	90,650 -1,760	-2%	-$81K	0.12%	213
2017 Q1	$4.11M	Sell	92,410 -52,234	-36%	-$2.21M	0.12%	219
2016 Q4	$5.89M	Buy	+144,644	New	+$5.78M	0.19%	132

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

Zurich Insurance Group's XEL Position: Q2 2026 in Review

Zurich Insurance Group reduced its Xcel Energy (XEL) stake by 31% in Q2 2026, selling an estimated $19.1M and leaving 539,509 shares worth $43.3M. The position accounts for 0.3% of the portfolio, ranked #91.

Zurich Insurance Group first reported a position in XEL in Q4 2016 and has held it in 21 quarters since. The position peaked at $61.9M in Q1 2026. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Zurich Insurance Group held 539,509 shares of Xcel Energy worth $43.3M as of Q2 2026.
Zurich Insurance Group sold 239,792 Xcel Energy shares in Q2 2026, an estimated $19.1M.
Xcel Energy made up 0.3% of Zurich Insurance Group's portfolio in Q2 2026, its #91 holding.
Zurich Insurance Group first reported a position in Xcel Energy in Q4 2016 and has held it in 21 quarters since.
Zurich Insurance Group's Xcel Energy position peaked at $61.9M in Q1 2026.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Zurich Insurance Group's 13F filing for Q2 2026, filed 14 Aug 2026.