Ausbil Investment Management’s Xcel Energy XEL Stock Holding History

Ausbil Investment 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	$7.51M	Buy	+94,283	New	+$7.53M	3.4%	8
2024 Q1	–	Sell	-89,244	Closed	-$5.53M	–	67
2023 Q4	$5.53M	Buy	89,244 +4,254	+5%	+$255K	2.99%	12
2023 Q3	$4.68M	Hold	84,990	–	–	2.9%	13
2023 Q2	$5.28M	Sell	84,990 -4,599	-5%	-$307K	3.28%	12
2023 Q1	$6.04M	Buy	89,589 +6,023	+7%	+$406K	4.27%	10
2022 Q4	$5.95M	Buy	+83,566	New	+$5.56M	3.88%	12

Other funds holding XEL

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return