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Accredited Investors’s Xcel Energy XEL Stock Holding History

Accredited Investors’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.8M Sell
22,412
-360
-2% -$28.7K 0.08% 82
2026
Q1 		$1.81M Buy
22,772
+359
+2% +$28.2K 0.1% 71
2025
Q4 		$1.66M Buy
22,413
+1,267
+6% +$99.9K 0.09% 79
2025
Q3 		$1.71M Sell
21,146
-130
-0.6% -$9.4K 0.1% 72
2025
Q2 		$1.45M Buy
21,276
+309
+1% +$21.4K 0.09% 79
2025
Q1 		$1.48M Buy
20,967
+132
+0.6% +$8.99K 0.09% 73
2024
Q4 		$1.41M Buy
20,835
+10
+0% +$671 0.08% 76
2024
Q3 		$1.36M Sell
20,825
-376
-2% -$22.3K 0.08% 79
2024
Q2 		$1.13M Sell
21,201
-160
-0.7% -$8.7K 0.07% 82
2024
Q1 		$1.15M Buy
21,361
+419
+2% +$23.9K 0.07% 84
2023
Q4 		$1.3M Sell
20,942
-56
-0.3% -$3.36K 0.09% 76
2023
Q3 		$1.2M Buy
20,998
+801
+4% +$48.1K 0.09% 75
2023
Q2 		$1.26M Sell
20,197
-6,206
-24% -$414K 0.09% 74
2023
Q1 		$1.78M Buy
26,403
+8
+0% +$540 0.14% 55
2022
Q4 		$1.85M Buy
26,395
+13,604
+106% +$905K 0.16% 53
2022
Q3 		$819K Sell
12,791
-1,810
-12% -$132K 0.1% 76
2022
Q2 		$1.03M Sell
14,601
-293
-2% -$21.3K 0.12% 71
2022
Q1 		$1.07M Sell
14,894
-84
-0.6% -$5.77K 0.1% 71
2021
Q4 		$1.01M Buy
14,978
+8
+0.1% +$522 0.09% 79
2021
Q3 		$936K Buy
14,970
+7
+0% +$473 0.1% 78
2021
Q2 		$986K Sell
14,963
-3,677
-20% -$256K 0.1% 72
2021
Q1 		$1.24M Sell
18,640
-2,135
-10% -$135K 0.17% 56
2020
Q4 		$1.39M Sell
20,775
-609
-3% -$42.4K 0.23% 52
2020
Q3 		$1.48M Buy
21,384
+7
+0% +$478 0.31% 38
2020
Q2 		$1.34M Buy
21,377
+12,899
+152% +$813K 0.27% 41
2020
Q1 		$511K Buy
8,478
+1,867
+28% +$122K 0.12% 77
2019
Q4 		$420K Buy
6,611
+860
+15% +$53.8K 0.07% 95
2019
Q3 		$373K Sell
5,751
-583
-9% -$36.3K 0.07% 94
2019
Q2 		$377K Buy
6,334
+313
+5% +$18K 0.07% 94
2019
Q1 		$338K Sell
6,021
-493
-8% -$26.2K 0.07% 100
2018
Q4 		$321K Sell
6,514
-32
-0.5% -$1.6K 0.07% 89
2018
Q3 		$309K Sell
6,546
-117
-2% -$5.52K 0.08% 95
2018
Q2 		$304K Sell
6,663
-22
-0.3% -$985 0.08% 85
2018
Q1 		$304K Sell
6,685
-193
-3% -$8.6K 0.08% 80
2017
Q4 		$331K Buy
6,878
+7
+0.1% +$347 0.09% 82
2017
Q3 		$325K Buy
6,871
+519
+8% +$24.9K 0.09% 83
2017
Q2 		$291K Buy
6,352
+3
+0% +$138 0.08% 75
2017
Q1 		$282K Sell
6,349
-816
-11% -$34.6K 0.07% 82
2016
Q4 		$292K Sell
7,165
-46
-0.6% -$1.84K 0.08% 80
2016
Q3 		$297K Sell
7,211
-93
-1% -$3.98K 0.08% 74
2016
Q2 		$327K Buy
+7,304
New +$302K 0.09% 71

Other funds holding XEL

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Accredited Investors's XEL Position: Q2 2026 in Review

Accredited Investors reduced its Xcel Energy (XEL) stake by 1.6% in Q2 2026, selling an estimated $28.7K and leaving 22,412 shares worth $1.8M. The position accounts for 0.08% of the portfolio, ranked #82.

Accredited Investors first reported a position in XEL in Q2 2016 and has held it in 41 quarters since. The position peaked at $1.85M in Q4 2022. 522 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Accredited Investors held 22,412 shares of Xcel Energy worth $1.8M as of Q2 2026.
  • Accredited Investors sold 360 Xcel Energy shares in Q2 2026, an estimated $28.7K.
  • Xcel Energy made up 0.08% of Accredited Investors's portfolio in Q2 2026, its #82 holding.
  • Accredited Investors first reported a position in Xcel Energy in Q2 2016 and has held it in 41 quarters since.
  • Accredited Investors's Xcel Energy position peaked at $1.85M in Q4 2022.
  • 522 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.