XEL XCEL ENERGY INC

Ownership history in BROOKFIELD Corp /ON/  ·  38 quarters on record

This page tracks every 13F SEC filing in which BROOKFIELD Corp /ON/ reported a position in XCEL ENERGY INC (XEL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.18% (2025 Q1)
Avg. % of fund
0.28%
First filed
2014 Q4
Last filed
2025 Q4
Quarters held
38
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,268,511 -175,850 -7.2% 0.21% $167.6M $73.32
2025 Q3 REDUCED 2,444,361 -393,510 -13.9% 0.23% $197.1M $79.45
2025 Q2 REDUCED 2,837,871 -90,726 -3.1% 0.24% $193.3M $66.56
2025 Q1 ADDED 2,928,597 +126,130 +4.5% 1.18% $207.3M $68.62
2024 Q4 ADDED 2,802,467 +293,436 +11.7% 1.15% $189.2M $64.37
2024 Q3 ADDED 2,509,031 +2,104,405 +520.1% 0.93% $163.8M $62.26
2024 Q2 ADDED 404,626 +128,999 +46.8% 0.14% $21.6M $50.48
2024 Q1 ADDED 275,627 +183,496 +199.2% 0.09% $14.8M $50.29
2023 Q4 ADDED 92,131 +23,121 +33.5% 0.03% $5.7M $57.31
2023 Q3 REDUCED 69,010 -1,094,222 -94.1% 0.02% $3.9M $52.53
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XEL price (monthly, adj. close)
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