Xcel Energy (XEL)Zurich Insurance Group Ltd reduced its stake -240K shares

540K

Shares reported · -240K vs prior quarter

0.30%

Disclosed portfolio weight

$43.3M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 14, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Jul 29, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On July 29, 2026, the Board of Directors (the “Board”) of Xcel Energy Inc. (“Xcel Energy”) elected Peter Carter, 63, to begin serving on the Board effective immediately for a term expiring at the Xcel Energy 2027 Annual Meeting of Shareholders.”
2. Jul 30, 2026Company filing · Form 8-K · ResultsReported its results
3. Aug 7, 2026Government · Federal Register noticeMidcontinent Independent System Operator, Inc.; AEP Indiana Michigan Transmission Company, Inc.; ALLETE, Inc.; Ameren Illinois Company; Ameren Transmission Company of Illinois; American Transmission Company, LLC; Cleco Power LLC; Duke Energy Indiana, LLC; Entergy Arkansas, LLC; Entergy Louisiana, LLC; Entergy Mississippi, LLC; Entergy New Orleans, LLC; Entergy Texas, Inc.; GridLiance Heartland LLC; Indianapolis Power & Light Company; International Transmission Company; ITC Midwest LLC; Michigan Electric Transmission Company, LLC; MidAmerican Energy Company; Montana-Dakota Utilities Company; Northern Indiana Public Service Company LLC; Northern States Power Company, a Minnesota; Corporation; Northern States Power Company, a Wisconsin Corporation; Northwestern Wisconsin Electric Company; Otter Tail Power Company; Pioneer Transmission, LLC; Republic Transmission, LLC; Southern Indiana Gas & Electric Company; Union Electric Company; Wabash Valley Power Association, Inc.; Wolverine Power Supply Cooperative, Inc.; Notice Establishing Answer Period

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Xcel Energy

For Xcel Energy, OQRO holds 24 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its XEL page.

How this filing works

• SEC Form 13F

Other disclosures at Xcel Energy

• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026

Everything OQRO holds on this company is on its XEL page.