Capital Research Global Investors — XEL Trade History
Quarter-by-quarter changes in the XCEL ENERGY INC position · CUSIP 98389B100
Currently held · 7.8 YearsFirst seen: 2018 Q4
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-12 | Add | 29,301,965 | 2,043,441 | +7.5% | $2.35B | 0.33% |
| 2026 Q1 | 2026-05-13 | Add | 27,258,524 | 23,727,062 | +671.9% | $2.17B | 0.34% |
| 2025 Q4 | 2026-02-11 | Add | 3,531,462 | 34,620 | +1.0% | $260.8M | 0.05% |
| 2025 Q3 | 2025-11-13 | Add | 3,496,842 | 52,670 | +1.5% | $282.0M | 0.05% |
| 2025 Q2 | 2025-08-13 | Add | 3,444,172 | 34,205 | +1.0% | $234.5M | 0.05% |
| 2025 Q1 | 2025-05-12 | Add | 3,409,967 | 19,924 | +0.6% | $241.4M | 0.05% |
| 2024 Q4 | 2025-02-13 | Add | 3,390,043 | 5,068 | +0.1% | $228.9M | 0.05% |
| 2024 Q3 | 2024-11-13 | Add | 3,384,975 | 3,234 | +0.1% | $221.0M | 0.05% |
| 2024 Q2 | 2024-08-13 | Add | 3,381,741 | 1,131 | +0.0% | $180.6M | 0.04% |
| 2024 Q1 | 2024-05-14 | Add | 3,380,610 | 1,672 | +0.0% | $181.7M | 0.04% |
| 2023 Q4 | 2024-02-13 | Reduce | 3,378,938 | -688 | -0.0% | $209.2M | 0.05% |
| 2023 Q3 | 2023-11-13 | Add | 3,379,626 | 1,640 | +0.0% | $193.4M | 0.05% |
| 2023 Q2 | 2023-08-11 | Add | 3,377,986 | 2,076 | +0.1% | $210.0M | 0.06% |
| 2023 Q1 | 2023-05-15 | Add | 3,375,910 | 2,019 | +0.1% | $227.7M | 0.07% |
| 2022 Q4 | 2023-02-14 | Reduce | 3,373,891 | -444 | -0.0% | $236.5M | 0.07% |
| 2022 Q3 | 2022-11-14 | Reduce | 3,374,335 | -830 | -0.0% | $216.0M | 0.07% |
| 2022 Q2 | 2022-08-15 | Reduce | 3,375,165 | -893 | -0.0% | $238.8M | 0.07% |
| 2022 Q1 | 2022-05-19 | Add | 3,376,058 | 482 | +0.0% | $243.7M | 0.06% |
| 2021 Q4 | 2022-02-14 | Reduce | 3,375,576 | -469 | -0.0% | $228.5M | 0.05% |
| 2021 Q3 | 2021-11-15 | Add | 3,376,045 | 422 | +0.0% | $211.0M | 0.05% |
| 2021 Q2 | 2021-08-16 | Add | 3,375,623 | 617 | +0.0% | $222.4M | 0.05% |
| 2021 Q1 | 2021-05-14 | Add | 3,375,006 | 909 | +0.0% | $224.5M | 0.06% |
| 2020 Q4 | 2021-02-12 | Add | 3,374,097 | 2,493 | +0.1% | $225.0M | 0.06% |
| 2020 Q3 | 2020-11-13 | Reduce | 3,371,604 | -33 | -0.0% | $232.7M | 0.07% |
| 2020 Q2 | 2020-08-14 | Add | 3,371,637 | 61 | +0.0% | $210.7M | 0.07% |
| 2020 Q1 | 2020-05-15 | Add | 3,371,576 | 33 | +0.0% | $203.3M | 0.08% |
| 2019 Q4 | 2020-02-18 | Add | 3,371,543 | 3,378 | +0.1% | $214.1M | 0.06% |
| 2019 Q3 | 2019-11-14 | Reduce | 3,368,165 | -70 | -0.0% | $218.6M | 0.07% |
| 2019 Q2 | 2019-08-14 | Add | 3,368,235 | 3,092 | +0.1% | $200.4M | 0.06% |
| 2019 Q1 | 2019-05-15 | Reduce | 3,365,143 | -17 | -0.0% | $189.2M | 0.06% |
| 2018 Q4 | 2019-02-14 | New | 3,365,160 | 3,365,160 | — | $165.8M | 0.06% |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.