AF
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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
Q2 		$309K Sell
3,854
-1,000
-21% -$79.8K 0.01% 222
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Alerus Financial's XEL Position: Q2 2026 in Review

Alerus Financial reduced its Xcel Energy (XEL) stake by 21% in Q2 2026, selling an estimated $79.8K and leaving 3,854 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #222.

Alerus Financial first reported a position in XEL in Q1 2017 and has held it in 21 quarters since. The position peaked at $3.74M in Q1 2023. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Alerus Financial held 3,854 shares of Xcel Energy worth $309K as of Q2 2026.
  • Alerus Financial sold 1,000 Xcel Energy shares in Q2 2026, an estimated $79.8K.
  • Xcel Energy made up 0.01% of Alerus Financial's portfolio in Q2 2026, its #222 holding.
  • Alerus Financial first reported a position in Xcel Energy in Q1 2017 and has held it in 21 quarters since.
  • Alerus Financial's Xcel Energy position peaked at $3.74M in Q1 2023.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Alerus Financial's 13F filing for Q2 2026, filed 14 Aug 2026.