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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zurich Insurance Group's XEL Position: Q1 2026 in Review

Zurich Insurance Group increased its Xcel Energy (XEL) stake by 256% in Q1 2026, buying an estimated $44M and bringing the position to 779,301 shares worth $61.9M. The position accounts for 0.49% of the portfolio, ranked #50.

Zurich Insurance Group first reported a position in XEL in Q4 2016 and has held it in 20 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Zurich Insurance Group held 779,301 shares of Xcel Energy worth $61.9M as of Q1 2026.
Zurich Insurance Group bought 560,409 Xcel Energy shares in Q1 2026, an estimated $44M.
Xcel Energy made up 0.49% of Zurich Insurance Group's portfolio in Q1 2026, its #50 holding.
Zurich Insurance Group first reported a position in Xcel Energy in Q4 2016 and has held it in 20 quarters since.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Zurich Insurance Group's 13F filing for Q1 2026, filed 15 May 2026.