Alpine Bank Wealth Management’s Xcel Energy XEL Stock Holding History

Alpine Bank Wealth Management’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	$204K	Hold	2,535	–	–	0.03%	174
2026 Q1	$201K	Buy	+2,535	New	+$199K	0.03%	160
2025 Q4	–	Sell	-2,535	Closed	-$204K	–	411
2025 Q3	$204K	Sell	2,535 -652	-20%	-$47.2K	0.03%	152
2025 Q2	$217K	Buy	3,187 +2,443	+328%	+$169K	0.03%	144
2025 Q1	$52.7K	Buy	+744	New	+$50.6K	0.01%	223
2024 Q3	$48.6K	Buy	+744	New	+$44.1K	0.01%	257

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

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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Alpine Bank Wealth Management's XEL Position: Q2 2026 in Review

Alpine Bank Wealth Management held its Xcel Energy (XEL) position steady in Q2 2026 at 2,535 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #174.

Alpine Bank Wealth Management first reported a position in XEL in Q3 2024 and has held it in 6 quarters since. The position peaked at $217K in Q2 2025. 757 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Alpine Bank Wealth Management held 2,535 shares of Xcel Energy worth $204K as of Q2 2026.
Alpine Bank Wealth Management left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.03% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #174 holding.
Alpine Bank Wealth Management first reported a position in Xcel Energy in Q3 2024 and has held it in 6 quarters since.
Alpine Bank Wealth Management's Xcel Energy position peaked at $217K in Q2 2025.
757 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.