BFIM
XEL icon

Beese Fulmer Investment Management’s Xcel Energy XEL Stock Holding History

Beese Fulmer 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 		– Sell
-5,380
Closed -$427K – 495
2026
Q1 		$427K Sell
5,380
-1,196
-18% -$93.8K 0.03% 234
2025
Q4 		$486K Buy
+6,576
New +$519K 0.03% 200
2020
Q3 		– Sell
-68
Closed -$4K – 553
2020
Q2 		$4K Buy
+68
New +$4.29K ﹤0.01% 557

Other funds holding XEL

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Beese Fulmer Investment Management's XEL Position: Q2 2026 in Review

Beese Fulmer Investment Management sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 5,380 shares — an estimated $427K sold.

Beese Fulmer Investment Management first reported a position in XEL in Q2 2020 and held it in 3 quarters. The position peaked at $486K in Q4 2025. 468 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Beese Fulmer Investment Management reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 5,380 Xcel Energy shares in Q2 2026, an estimated $427K.
  • Beese Fulmer Investment Management first reported a position in Xcel Energy in Q2 2020 and held it in 3 quarters.
  • Beese Fulmer Investment Management's Xcel Energy position peaked at $486K in Q4 2025.
  • 468 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.