Cliff Asness’s XEL Holdings & Trades

First Buy
Q4 2012
Duration Held
52 Quarters
Largest Add
Q3 2024
+1.54 M Shares
Current Position
1.08 M Shares
$86.74 M Value

Cliff Asness's XEL Position Overview

Cliff Asness (via Aqr Capital Management LLC) currently holds 1.08 M shares of Xcel Energy Inc. (XEL) worth $86.74 M, representing 0.06% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 52 quarters.

Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in XEL, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2024, adding 1.54 M shares. Largest reduction occurred in Q3 2017, reducing 1.26 M shares.

Analysis based on 13F filings available since 2013 Q2

Cliff Asness's Xcel Energy (XEL) Holding Value Over Time

Track share changes against reported price movement

Quarterly Xcel Energy (XEL) Trades by Cliff Asness

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2012 +295,291 Add 0.00% 295,290 $26.71
Q2 2013 +656,516 Add 0.00% 656,515 $28.34
Q3 2013 -331,876 Reduce 50.55% 324,639 $27.61
Q4 2013 +52,800 Add 16.26% 377,439 $27.94
Q1 2014 -7,100 Reduce 1.88% 370,339 $30.36
Q2 2014 +20,800 Add 5.62% 391,139 $32.23
Q3 2014 +60,400 Add 15.44% 451,539 $30.40
Q4 2014 +342,650 Add 75.88% 794,189 $35.92
Q1 2015 +85,501 Add 10.77% 879,690 $34.81
Q2 2015 +185,454 Add 21.08% 1.07 M $32.18
Q3 2015 +400,182 Add 37.57% 1.47 M $35.41
Q4 2015 +711,792 Add 48.58% 2.18 M $35.91
Q1 2016 +575,484 Add 26.43% 2.75 M $41.82
Q2 2016 +67,954 Add 2.47% 2.82 M $44.78
Q3 2016 +599,956 Add 21.27% 3.42 M $41.14
Q4 2016 +1.42 M Add 41.52% 4.84 M $40.70
Q1 2017 -338,073 Reduce 6.98% 4.5 M $44.45
Q2 2017 -1.05 M Reduce 23.42% 3.45 M $45.88
Q3 2017 -1.26 M Reduce 36.47% 2.19 M $47.32
Q4 2017 -643,318 Reduce 29.36% 1.55 M $48.11
Q1 2018 -298,924 Reduce 19.32% 1.25 M $45.48
Q2 2018 +344,113 Add 27.56% 1.59 M $45.68
Q3 2018 -233,935 Reduce 14.69% 1.36 M $47.21
Q4 2018 -212,299 Reduce 15.62% 1.15 M $49.27
Q1 2019 +66,826 Add 5.83% 1.21 M $56.21
Q2 2019 -111,940 Reduce 9.23% 1.1 M $59.49
Q3 2019 -131,943 Reduce 11.98% 969,415 $64.89
Q4 2019 -45,346 Reduce 4.68% 924,069 $63.49
Q1 2020 -44,964 Reduce 4.87% 879,105 $60.30
Q2 2020 -18,476 Reduce 2.10% 860,629 $62.50
Q3 2020 -28,183 Reduce 3.27% 832,446 $68.82
Q4 2020 +8,558 Add 1.03% 841,004 $65.92
Q1 2021 -70,032 Reduce 8.33% 770,972 $66.16
Q2 2021 -67,284 Reduce 8.73% 703,688 $65.65
Q3 2021 +38,109 Add 5.42% 741,797 $62.50
Q4 2021 +38,839 Add 5.24% 780,636 $67.12
Q1 2022 +19,828 Add 2.54% 800,464 $72.17
Q2 2022 -8,313 Reduce 1.04% 792,151 $70.47
Q3 2022 +72,290 Add 9.13% 864,441 $64.00
Q4 2022 -30,305 Reduce 3.51% 834,136 $70.11
Q1 2023 +38,560 Add 4.62% 872,696 $67.15
Q2 2023 +205,486 Add 23.55% 1.08 M $61.57
Q3 2023 -83,382 Reduce 7.73% 994,800 $57.22
Q4 2023 +80,143 Add 8.06% 1.07 M $61.61
Q1 2024 -12,111 Reduce 1.13% 1.06 M $53.68
Q2 2024 +579,652 Add 54.54% 1.64 M $53.41
Q3 2024 +1.54 M Add 93.61% 3.18 M $64.94
Q4 2024 -894,935 Reduce 28.14% 2.29 M $67.52
Q1 2025 -623,660 Reduce 27.29% 1.66 M $70.79
Q2 2025 -151,843 Reduce 9.14% 1.51 M $67.36
Q3 2025 -431,973 Reduce 28.61% 1.08 M $80.49

Cliff Asness's Xcel Energy Investment FAQs

Cliff Asness first purchased Xcel Energy Inc. (XEL) in Q4 2012, acquiring 295,290 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness has held Xcel Energy Inc. (XEL) for 52 quarters since Q4 2012. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness's largest addition to Xcel Energy Inc. (XEL) was in Q3 2024, adding 3,180,081 shares worth $206.51 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 1,077,670 shares of Xcel Energy Inc. (XEL), valued at approximately $86.74 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Xcel Energy Inc. (XEL) represents approximately 0.06% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness's peak holding in Xcel Energy Inc. (XEL) was 4,840,705 shares, as reported at the end of Q4 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.