AWM
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Apollon Wealth Management’s Xcel Energy XEL Stock Holding History

Apollon 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 		$1.67M Buy
20,796
+1,358
+7% +$108K 0.02% 542
2026
Q1 		$1.54M Sell
19,438
-1,936
-9% -$152K 0.03% 455
2025
Q4 		$1.58M Sell
21,374
-9,757
-31% -$770K 0.03% 422
2025
Q3 		$2.51M Buy
31,131
+15,083
+94% +$1.09M 0.04% 337
2025
Q2 		$1.09M Sell
16,048
-12,847
-44% -$891K 0.02% 526
2025
Q1 		$2.05M Sell
28,895
-55
-0.2% -$3.74K 0.05% 328
2024
Q4 		$1.95M Buy
28,950
+182
+0.6% +$12.2K 0.05% 343
2024
Q3 		$1.88M Buy
28,768
+19,054
+196% +$1.13M 0.05% 321
2024
Q2 		$519K Sell
9,714
-8,834
-48% -$481K 0.02% 665
2024
Q1 		$997K Sell
18,548
-1,617
-8% -$92.3K 0.03% 475
2023
Q4 		$1.25M Sell
20,165
-4,586
-19% -$275K 0.04% 383
2023
Q3 		$1.42M Sell
24,751
-683
-3% -$41.1K 0.07% 276
2023
Q2 		$1.58M Buy
25,434
+10,852
+74% +$724K 0.08% 265
2023
Q1 		$983K Buy
14,582
+618
+4% +$41.7K 0.06% 333
2022
Q4 		$979K Buy
13,964
+40
+0.3% +$2.66K 0.07% 305
2022
Q3 		$891K Buy
13,924
+1,741
+14% +$127K 0.07% 285
2022
Q2 		$862K Sell
12,183
-184
-1% -$13.4K 0.07% 300
2022
Q1 		$893K Buy
12,367
+684
+6% +$47K 0.06% 313
2021
Q4 		$791K Buy
11,683
+1,262
+12% +$82.3K 0.06% 348
2021
Q3 		$651K Buy
10,421
+294
+3% +$19.9K 0.09% 219
2021
Q2 		$667K Sell
10,127
-810
-7% -$56.4K 0.12% 175
2021
Q1 		$727K Buy
+10,937
New +$691K 0.14% 154
2020
Q3 		– Sell
-2,667
Closed -$167K – 694
2020
Q2 		$167K Buy
+2,667
New +$168K 0.09% 130

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
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
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

Apollon Wealth Management's XEL Position: Q2 2026 in Review

Apollon Wealth Management increased its Xcel Energy (XEL) stake by 7% in Q2 2026, buying an estimated $108K and bringing the position to 20,796 shares worth $1.67M. The position accounts for 0.02% of the portfolio, ranked #542.

Apollon Wealth Management first reported a position in XEL in Q2 2020 and has held it in 23 quarters since. The position peaked at $2.51M in Q3 2025. 317 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Apollon Wealth Management held 20,796 shares of Xcel Energy worth $1.67M as of Q2 2026.
  • Apollon Wealth Management bought 1,358 Xcel Energy shares in Q2 2026, an estimated $108K.
  • Xcel Energy made up 0.02% of Apollon Wealth Management's portfolio in Q2 2026, its #542 holding.
  • Apollon Wealth Management first reported a position in Xcel Energy in Q2 2020 and has held it in 23 quarters since.
  • Apollon Wealth Management's Xcel Energy position peaked at $2.51M in Q3 2025.
  • 317 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.