Bell Bank’s Xcel Energy XEL Stock Holding History

Bell Bank’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	$348K	Sell	4,328 -69	-2%	-$5.51K	0.01%	156
2026 Q1	$349K	Sell	4,397 -448	-9%	-$35.1K	0.01%	144
2025 Q4	$358K	Hold	4,845	–	–	0.02%	147
2025 Q3	$391K	Sell	4,845 -7,999	-62%	-$579K	0.02%	149
2025 Q2	$875K	Buy	12,844 +1,773	+16%	+$123K	0.04%	110
2025 Q1	$784K	Hold	11,071	–	–	0.04%	105
2024 Q4	$748K	Hold	11,071	–	–	0.06%	114
2024 Q3	$723K	Sell	11,071 -1,508	-12%	-$89.4K	0.09%	109
2024 Q2	$672K	Sell	12,579 -500	-4%	-$27.2K	0.06%	113
2024 Q1	$703K	Buy	13,079 +2	+0%	+$114	0.06%	120
2023 Q4	$810K	Sell	13,077 -1,187	-8%	-$71.2K	0.08%	101
2023 Q3	$816K	Hold	14,264	–	–	0.09%	100
2023 Q2	$887K	Buy	14,264 +1,186	+9%	+$79.2K	0.09%	100
2023 Q1	$882K	Sell	13,078 -258	-2%	-$17.4K	0.09%	98
2022 Q4	$935K	Hold	13,336	–	–	0.11%	96
2022 Q3	$853K	Buy	13,336 +2,557	+24%	+$186K	0.11%	103
2022 Q2	$763K	Buy	10,779 +2,272	+27%	+$165K	0.09%	109
2022 Q1	$614K	Sell	8,507 -237	-3%	-$16.3K	0.07%	115
2021 Q4	$592K	Hold	8,744	–	–	0.07%	115
2021 Q3	$547K	Sell	8,744 -850	-9%	-$57.4K	0.07%	118
2021 Q2	$632K	Hold	9,594	–	–	0.08%	111
2021 Q1	$638K	Buy	9,594 +1,000	+12%	+$63.2K	0.09%	107
2020 Q4	$573K	Sell	8,594 -165	-2%	-$11.5K	0.09%	112
2020 Q3	$604K	Buy	8,759 +1,165	+15%	+$79.5K	0.11%	100
2020 Q2	$475K	Hold	7,594	–	–	0.09%	108
2020 Q1	$458K	Hold	7,594	–	–	0.1%	101
2019 Q4	$482K	Sell	7,594 -795	-9%	-$49.7K	0.09%	110
2019 Q3	$544K	Buy	8,389 +795	+10%	+$49.5K	0.1%	99
2019 Q2	$452K	Hold	7,594	–	–	0.1%	106
2019 Q1	$427K	Hold	7,594	–	–	0.11%	105
2018 Q4	$374K	Hold	7,594	–	–	0.11%	106
2018 Q3	$359K	Hold	7,594	–	–	0.11%	116
2018 Q2	$347K	Sell	7,594 -26	-0.3%	-$1.16K	0.11%	119
2018 Q1	$347K	Hold	7,620	–	–	0.11%	110
2017 Q4	$367K	Buy	7,620 +26	+0.3%	+$1.29K	0.1%	105
2017 Q3	$359K	Hold	7,594	–	–	0.1%	94
2017 Q2	$348K	Hold	7,594	–	–	0.12%	96
2017 Q1	$338K	Hold	7,594	–	–	0.13%	96
2016 Q4	$309K	Hold	7,594	–	–	0.12%	98
2016 Q3	$312K	Hold	7,594	–	–	0.2%	87
2016 Q2	$340K	Hold	7,594	–	–	0.2%	87
2016 Q1	$318K	Sell	7,594 -395	-5%	-$15.4K	0.21%	78
2015 Q4	$287K	Sell	7,989 -22,651	-74%	-$809K	0.21%	90
2015 Q3	$1.08M	Buy	30,640 +65	+0.2%	+$2.21K	0.86%	36
2015 Q2	$984K	Sell	30,575 -2,787	-8%	-$93.7K	0.73%	44
2015 Q1	$1.16M	Sell	33,362 -409	-1%	-$14.6K	0.82%	35
2014 Q4	$1.21M	Sell	33,771 -175	-0.5%	-$5.88K	0.83%	26
2014 Q3	$1.03M	Buy	33,946 +1,250	+4%	+$39.1K	0.74%	33
2014 Q2	$1.05M	Buy	32,696 +103	+0.3%	+$3.19K	0.74%	31
2014 Q1	$990K	Sell	32,593 -2,060	-6%	-$60.1K	0.66%	39
2013 Q4	$968K	Sell	34,653 -2,598	-7%	-$73.4K	0.5%	68
2013 Q3	$1.03M	Buy	37,251 +518	+1%	+$14.8K	0.36%	118
2013 Q2	$1.04M	Buy	+36,733	New	+$1.1M	0.36%	115

Other funds holding XEL

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 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

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

PensionDanmark Copenhagen O, Denmark $12B AUM

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Bell Bank's XEL Position: Q2 2026 in Review

Bell Bank reduced its Xcel Energy (XEL) stake by 1.6% in Q2 2026, selling an estimated $5.51K and leaving 4,328 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #156.

Bell Bank first reported a position in XEL in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.21M in Q4 2014. 193 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Bell Bank held 4,328 shares of Xcel Energy worth $348K as of Q2 2026.
Bell Bank sold 69 Xcel Energy shares in Q2 2026, an estimated $5.51K.
Xcel Energy made up 0.01% of Bell Bank's portfolio in Q2 2026, its #156 holding.
Bell Bank first reported a position in Xcel Energy in Q2 2013 and has held it in 53 quarters since.
Bell Bank's Xcel Energy position peaked at $1.21M in Q4 2014.
193 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.