Boston Trust Walden’s Xcel Energy XEL Stock Holding History

Boston Trust Walden’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	$269K	Hold	3,347	–	–	﹤0.01%	377
2026 Q1	$266K	Hold	3,347	–	–	﹤0.01%	367
2025 Q4	$247K	Hold	3,347	–	–	﹤0.01%	365
2025 Q3	$270K	Hold	3,347	–	–	﹤0.01%	368
2025 Q2	$228K	Hold	3,347	–	–	﹤0.01%	363
2025 Q1	$237K	Hold	3,347	–	–	﹤0.01%	361
2024 Q4	$226K	Hold	3,347	–	–	﹤0.01%	366
2024 Q3	$219K	Buy	+3,347	New	+$199K	﹤0.01%	370
2024 Q1	–	Sell	-3,347	Closed	-$207K	–	385
2023 Q4	$207K	Buy	+3,347	New	+$201K	﹤0.01%	368
2023 Q3	–	Sell	-3,347	Closed	-$208K	–	372
2023 Q2	$208K	Buy	+3,347	New	+$223K	﹤0.01%	361

Other funds holding XEL

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Boston Trust Walden's XEL Position: Q2 2026 in Review

Boston Trust Walden held its Xcel Energy (XEL) position steady in Q2 2026 at 3,347 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Boston Trust Walden first reported a position in XEL in Q2 2023 and has held it in 10 quarters since. The position peaked at $270K in Q3 2025. 502 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Boston Trust Walden held 3,347 shares of Xcel Energy worth $269K as of Q2 2026.
Boston Trust Walden left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up ﹤0.01% of Boston Trust Walden's portfolio in Q2 2026, its #377 holding.
Boston Trust Walden first reported a position in Xcel Energy in Q2 2023 and has held it in 10 quarters since.
Boston Trust Walden's Xcel Energy position peaked at $270K in Q3 2025.
502 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.