Alerus Financial’s Xcel Energy XEL Stock Holding History

Alerus 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 Q1	$386K	Hold	4,854	–	–	0.02%	198
2025 Q4	$359K	Sell	4,854 -47	-1%	-$3.71K	0.02%	144
2025 Q3	$395K	Buy	4,901 +1,000	+26%	+$72.3K	0.02%	151
2025 Q2	$266K	Sell	3,901 -60	-2%	-$4.16K	0.02%	151
2025 Q1	$280K	Buy	+3,961	New	+$270K	0.02%	146
2024 Q1	–	Sell	-4,047	Closed	-$251K	–	165
2023 Q4	$251K	Sell	4,047 -41,551	-91%	-$2.49M	0.02%	137
2023 Q3	$2.61M	Sell	45,598 -7,740	-15%	-$465K	0.23%	84
2023 Q2	$3.32M	Sell	53,338 -2,167	-4%	-$145K	0.28%	84
2023 Q1	$3.74M	Buy	55,505 +52,485	+1,738%	+$3.54M	0.33%	82
2022 Q4	$212K	Buy	+3,020	New	+$201K	0.02%	154
2022 Q1	–	Sell	-5,622	Closed	-$380K	–	192
2021 Q4	$380K	Buy	5,622 +414	+8%	+$27K	0.03%	161
2021 Q3	$325K	Buy	5,208 +1,888	+57%	+$128K	0.03%	164
2021 Q2	$219K	Sell	3,320 -34,395	-91%	-$2.39M	0.02%	182
2021 Q1	$2.51M	Buy	37,715 +2,113	+6%	+$134K	0.26%	88
2020 Q4	$2.37M	Sell	35,602 -538	-1%	-$37.5K	0.24%	102
2020 Q3	$2.49M	Sell	36,140 -867	-2%	-$59.2K	0.28%	90
2020 Q2	$2.31M	Buy	37,007 +1,746	+5%	+$110K	0.27%	88
2020 Q1	$2.13M	Buy	35,261 +18,836	+115%	+$1.23M	0.29%	81
2019 Q4	$1.04M	Buy	+16,425	New	+$1.03M	0.12%	106
2017 Q2	–	Sell	-8,510	Closed	-$378K	–	124
2017 Q1	$378K	Buy	+8,510	New	+$361K	0.06%	106

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alerus Financial's XEL Position: Q1 2026 in Review

Alerus Financial held its Xcel Energy (XEL) position steady in Q1 2026 at 4,854 shares worth $386K. The position accounts for 0.02% of the portfolio, ranked #198.

Alerus Financial first reported a position in XEL in Q1 2017 and has held it in 20 quarters since. The position peaked at $3.74M in Q1 2023. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Alerus Financial held 4,854 shares of Xcel Energy worth $386K as of Q1 2026.
Alerus Financial left its Xcel Energy share count unchanged in Q1 2026.
Xcel Energy made up 0.02% of Alerus Financial's portfolio in Q1 2026, its #198 holding.
Alerus Financial first reported a position in Xcel Energy in Q1 2017 and has held it in 20 quarters since.
Alerus Financial's Xcel Energy position peaked at $3.74M in Q1 2023.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.