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Apella Capital’s Xcel Energy XEL Stock Holding History

Apella Capital’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 		$388K Buy
4,813
+16
+0.3% +$1.28K 0.01% 528
2026
Q1 		$389K Buy
4,797
+677
+16% +$53.1K 0.01% 504
2025
Q4 		$304K Buy
+4,120
New +$325K 0.01% 434

Other funds holding XEL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Apella Capital's XEL Position: Q2 2026 in Review

Apella Capital increased its Xcel Energy (XEL) stake by 0.33% in Q2 2026, buying an estimated $1.28K and bringing the position to 4,813 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #528.

Apella Capital first reported a position in XEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $389K in Q1 2026. 193 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Apella Capital held 4,813 shares of Xcel Energy worth $388K as of Q2 2026.
  • Apella Capital bought 16 Xcel Energy shares in Q2 2026, an estimated $1.28K.
  • Xcel Energy made up 0.01% of Apella Capital's portfolio in Q2 2026, its #528 holding.
  • Apella Capital first reported a position in Xcel Energy in Q4 2025 and has held it in 3 quarters since.
  • Apella Capital's Xcel Energy position peaked at $389K in Q1 2026.
  • 193 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.