XEL XCEL ENERGY INC

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

AI Ownership Summary

BROOKFIELD Corp /ON/ reported XCEL ENERGY INC (XEL) in 38 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.18% in 2025 Q1. The latest visible filing shows XEL at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XEL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BROOKFIELD Corp /ON/'s position in XCEL ENERGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XEL was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.18% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BROOKFIELD Corp /ON/ held XEL — position size vs. price
% of Fund (quarterly)    XEL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 2,268,511 -175,850 -7.2% 0.21% $167.6M 2026-02-14 (Est.) $80.99
2025 Q3 REDUCED 2,444,361 -393,510 -13.9% 0.23% $197.1M 2025-11-14 $79.38
2025 Q2 REDUCED 2,837,871 -90,726 -3.1% 0.24% $193.3M 2025-08-15 $70.30
2025 Q1 ADDED 2,928,597 +126,130 +4.5% 1.18% $207.3M 2025-05-15 $69.08
2024 Q4 ADDED 2,802,467 +293,436 +11.7% 1.15% $189.2M 2025-02-14 $65.95
2024 Q3 ADDED 2,509,031 +2,104,405 +520.1% 0.93% $163.8M 2024-11-15 $66.22
2024 Q2 ADDED 404,626 +128,999 +46.8% 0.14% $21.6M 2024-08-15 $55.67
2024 Q1 ADDED 275,627 +183,496 +199.2% 0.09% $14.8M 2024-05-15 $52.20
2023 Q4 ADDED 92,131 +23,121 +33.5% 0.03% $5.7M 2024-02-14 $54.32
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BROOKFIELD Corp /ON/ and XEL

These are the practical questions this page is built to answer before you even open the full history table.

How long has BROOKFIELD Corp /ON/ reported owning XEL?

BROOKFIELD Corp /ON/ reported XEL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported XEL position in BROOKFIELD Corp /ON/'s portfolio?

The largest reported portfolio weight for XEL was 1.18% in 2025 Q1.

What is the latest reported XEL position on this page?

The most recent filing on this page is 2025 Q4, when BROOKFIELD Corp /ON/ reported 2,268,511 shares, equal to 0.21% of portfolio, with an estimated market value of $167.6M.

What does the chart on this XEL ownership page compare?

The chart compares BROOKFIELD Corp /ON/'s quarterly XEL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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