E Fund Management (Hong Kong) Co., Ltd. XEL — Xcel Energy Inc

Ownership history in E Fund Management (Hong Kong) Co., Ltd.  ·  7 quarters on record

AI Ownership Summary

E Fund Management (Hong Kong) Co., Ltd. reported Xcel Energy Inc (XEL) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.09% in 2026 Q1. The latest visible filing shows XEL at 0.09% 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.

What this XEL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was E Fund Management (Hong Kong) Co., Ltd.'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
2026 Q2

XEL was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q2

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.

XEL stock page E Fund Management (Hong Kong) Co., Ltd. fund profile E Fund Management (Hong Kong) Co., Ltd. full holdings
How E Fund Management (Hong Kong) Co., Ltd. held XEL — position size vs. price
% of Fund (quarterly)    XEL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 3,359 +859 +34.4% 0.09% $270K 2026-07-22 $80.19
2026 Q1 UNCHANGED — — — 2,500 — 0% 0.09% $199K 2026-04-08 $80.85
2025 Q4 ADDED — — — 2,500 +1,816 +265.5% 0.06% $186K 2026-02-05 $75.00
2025 Q3 ADDED — — — 684 +437 +176.9% 0.03% $55K 2025-10-23 $78.62
2025 Q2 UNCHANGED — — — 247 — 0% 0.02% $17K 2025-07-24 $70.60
2025 Q1 ADDED — — — 247 +192 +349.1% 0.02% $17K 2025-04-23 $68.84
2024 Q4 INITIATED — — — 55 — — 0.00% $4K 2025-01-22 $63.91

🏢 Other funds also holding XEL

As of 2026 Q2 — sorted by position size

Longboard Asset Management, LP 3.87% Ausbil Investment Management Ltd 3Y 3.4% OLD REPUBLIC INTERNATIONAL CORP 3Y 7Y 1.93% VIKING FUND MANAGEMENT LLC 3Y 7Y 1.87% Financially Speaking Inc 1.47% CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3Y 7Y 1.33% ADVOCATE GROUP LLC 3Y 1.14% Oliver Luxxe Assets LLC 3Y 7Y 1.12% MIZUHO MARKETS AMERICAS LLC 3Y 1.12% Capital Management Associates, Inc 1.07%

FAQ About E Fund Management (Hong Kong) Co., Ltd. and XEL

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

How long has E Fund Management (Hong Kong) Co., Ltd. reported owning XEL?

E Fund Management (Hong Kong) Co., Ltd. reported XEL across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported XEL position in E Fund Management (Hong Kong) Co., Ltd.'s portfolio?

The largest reported portfolio weight for XEL was 0.09% in 2026 Q1.

What is the latest reported XEL position on this page?

The most recent filing on this page is 2026 Q2, when E Fund Management (Hong Kong) Co., Ltd. reported 3,359 shares, equal to 0.09% of portfolio, with an estimated market value of $270K.

What does the chart on this XEL ownership page compare?

The chart compares E Fund Management (Hong Kong) Co., Ltd.'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.

How well did E Fund Management (Hong Kong) Co., Ltd. time their XEL position?

Based on 13F filing dates vs. subsequent XEL price moves, E Fund Management (Hong Kong) Co., Ltd. correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on XEL relative to SPY over the holding period was +0.1%.

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