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Alteri Wealth’s Xcel Energy XEL Stock Holding History

Alteri Wealth’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 		$708K Buy
8,816
+686
+8% +$54.8K 0.2% 125
2026
Q1 		$646K Buy
8,130
+391
+5% +$30.7K 0.21% 123
2025
Q4 		$572K Sell
7,739
-25
-0.3% -$1.97K 0.19% 135
2025
Q3 		$626K Buy
7,764
+608
+8% +$44K 0.22% 117
2025
Q2 		$487K Buy
7,156
+826
+13% +$57.3K 0.19% 137
2025
Q1 		$448K Buy
6,330
+3,262
+106% +$222K 0.2% 133
2024
Q4 		$207K Buy
+3,068
New +$206K 0.06% 236

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

Alteri Wealth's XEL Position: Q2 2026 in Review

Alteri Wealth increased its Xcel Energy (XEL) stake by 8.4% in Q2 2026, buying an estimated $54.8K and bringing the position to 8,816 shares worth $708K. The position accounts for 0.2% of the portfolio, ranked #125.

Alteri Wealth first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. 522 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Alteri Wealth held 8,816 shares of Xcel Energy worth $708K as of Q2 2026.
  • Alteri Wealth bought 686 Xcel Energy shares in Q2 2026, an estimated $54.8K.
  • Xcel Energy made up 0.2% of Alteri Wealth's portfolio in Q2 2026, its #125 holding.
  • Alteri Wealth first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
  • 522 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.