Xcel Energy Inc. (xel 6.25 10/15/85)Preferred / convertible

13F holders, Q2 2026 (June 30)
2holders −2
0new positions
2sold out
$9.39avg. 13F price*

At the end of Q2 2026, 2 institutions reported holding Xcel Energy Inc. (xel 6.25 10/15/85) in their 13F filings, down 2 from Q1 2026. 0 opened new positions and 2 sold out. The largest holders were Iat Reinsurance Co. LTD. ($1.9M) and PNC Financial Services Group, Inc. ($2K).

Company
Xcel Energy Inc. (xel 6.25 10/15/85)
CUSIP
98389B878
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q3 2025: 1Q3 2025Q4 2025: 3Q4 2025Q1 2026: 4Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions0$0
Exits2$27K

All 13F filers, Q1 2026 → Q2 2026: 1,110 shares sold, net −1,110 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Iat Reinsurance Co. LTD. — No change 200,000 $1.9M
PNC Financial Services Group, Inc. — Reduce -14.3% 90 $2K

"% of holder's portfolio" is XCEL ENERGY INC (XEL 6.25 10/15/85)'s weight in each manager's 13F, not the share of Xcel Energy Inc. (xel 6.25 10/15/85) the manager owns.