AF
XEL icon

Affiance Financial’s Xcel Energy XEL Stock Holding History

Affiance Financial’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 		$369K Hold
4,592
– – 0.05% 84
2026
Q1 		$365K Hold
4,592
– – 0.06% 87
2025
Q4 		$339K Sell
4,592
-1,397
-23% -$110K 0.05% 84
2025
Q3 		$483K Sell
5,989
-78
-1% -$5.64K 0.09% 73
2025
Q2 		$413K Hold
6,067
– – 0.08% 75
2025
Q1 		$429K Sell
6,067
-100
-2% -$6.81K 0.1% 71
2024
Q4 		$416K Sell
6,167
-353
-5% -$23.7K 0.1% 73
2024
Q3 		$426K Buy
6,520
+43
+0.7% +$2.55K 0.1% 72
2024
Q2 		$346K Sell
6,477
-275
-4% -$15K 0.09% 77
2024
Q1 		$363K Hold
6,752
– – 0.1% 76
2023
Q4 		$418K Sell
6,752
-389
-5% -$23.3K 0.12% 72
2023
Q3 		$409K Sell
7,141
-21
-0.3% -$1.26K 0.21% 70
2023
Q2 		$445K Buy
7,162
+137
+2% +$9.15K 0.22% 71
2023
Q1 		$474K Sell
7,025
-191
-3% -$12.9K 0.25% 65
2022
Q4 		$506K Buy
7,216
+115
+2% +$7.65K 0.21% 70
2022
Q3 		$454K Buy
7,101
+328
+5% +$23.9K 0.26% 49
2022
Q2 		$479K Sell
6,773
-95
-1% -$6.91K 0.26% 52
2022
Q1 		$496K Hold
6,868
– – 0.24% 61
2021
Q4 		$465K Hold
6,868
– – 0.19% 78
2021
Q3 		$429K Sell
6,868
-137
-2% -$9.26K 0.19% 77
2021
Q2 		$461K Hold
7,005
– – 0.2% 76
2021
Q1 		$466K Buy
7,005
+2,795
+66% +$177K 0.21% 74
2020
Q4 		$281K Buy
4,210
+63
+2% +$4.39K 0.15% 88
2020
Q3 		$286K Buy
+4,147
New +$283K 0.17% 81
2020
Q1 		– Sell
-3,147
Closed -$200K – 152
2019
Q4 		$200K Buy
+3,147
New +$197K 0.11% 89

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

Affiance Financial's XEL Position: Q2 2026 in Review

Affiance Financial held its Xcel Energy (XEL) position steady in Q2 2026 at 4,592 shares worth $369K. The position accounts for 0.05% of the portfolio, ranked #84.

Affiance Financial first reported a position in XEL in Q4 2019 and has held it in 25 quarters since. The position peaked at $506K in Q4 2022. 517 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Affiance Financial held 4,592 shares of Xcel Energy worth $369K as of Q2 2026.
  • Affiance Financial left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.05% of Affiance Financial's portfolio in Q2 2026, its #84 holding.
  • Affiance Financial first reported a position in Xcel Energy in Q4 2019 and has held it in 25 quarters since.
  • Affiance Financial's Xcel Energy position peaked at $506K in Q4 2022.
  • 517 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.