Alley Investment Management Company’s Xcel Energy XEL Stock Holding History

Alley Investment Management Company’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	$284K	Hold	3,541	–	–	0.03%	81
2026 Q1	$281K	Hold	3,541	–	–	0.03%	80
2025 Q4	$262K	Sell	3,541 -246	-6%	-$19.4K	0.03%	85
2025 Q3	$305K	Sell	3,787 -903	-19%	-$65.3K	0.04%	80
2025 Q2	$319K	Sell	4,690 -407	-8%	-$28.2K	0.04%	79
2025 Q1	$361K	Hold	5,097	–	–	0.05%	76
2024 Q4	$344K	Sell	5,097 -155	-3%	-$10.4K	0.04%	79
2024 Q3	$343K	Sell	5,252 -404	-7%	-$24K	0.04%	79
2024 Q2	$302K	Sell	5,656 -100	-2%	-$5.44K	0.04%	81
2024 Q1	$309K	Hold	5,756	–	–	0.04%	79
2023 Q4	$356K	Hold	5,756	–	–	0.05%	77
2023 Q3	$329K	Hold	5,756	–	–	0.06%	78
2023 Q2	$358K	Sell	5,756 -65	-1%	-$4.34K	0.06%	78
2023 Q1	$393K	Hold	5,821	–	–	0.07%	75
2022 Q4	$408K	Hold	5,821	–	–	0.07%	75
2022 Q3	$373K	Hold	5,821	–	–	0.07%	72
2022 Q2	$412K	Sell	5,821 -380	-6%	-$27.6K	0.08%	69
2022 Q1	$448K	Buy	+6,201	New	+$426K	0.07%	71

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Alley Investment Management Company's XEL Position: Q2 2026 in Review

Alley Investment Management Company held its Xcel Energy (XEL) position steady in Q2 2026 at 3,541 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #81.

Alley Investment Management Company first reported a position in XEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $448K in Q1 2022. 874 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Alley Investment Management Company held 3,541 shares of Xcel Energy worth $284K as of Q2 2026.
Alley Investment Management Company left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.03% of Alley Investment Management Company's portfolio in Q2 2026, its #81 holding.
Alley Investment Management Company first reported a position in Xcel Energy in Q1 2022 and has held it in 18 quarters since.
Alley Investment Management Company's Xcel Energy position peaked at $448K in Q1 2022.
874 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Alley Investment Management Company's 13F filing for Q2 2026, filed 23 Jul 2026.