Chesley Taft & Associates’s Xcel Energy XEL Stock Holding History

Chesley Taft & Associates’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	$273K	Buy	3,403 +21	+0.6%	+$1.68K	0.01%	334
2026 Q1	$269K	Hold	3,382	–	–	0.01%	333
2025 Q4	$250K	Buy	3,382 +12	+0.4%	+$946	0.01%	343
2025 Q3	$272K	Sell	3,370 -60	-2%	-$4.34K	0.01%	318
2025 Q2	$234K	Buy	3,430 +60	+2%	+$4.16K	0.01%	322
2025 Q1	$239K	Hold	3,370	–	–	0.01%	317
2024 Q4	$228K	Sell	3,370 -481	-12%	-$32.3K	0.01%	310
2024 Q3	$251K	Hold	3,851	–	–	0.01%	302
2024 Q2	$206K	Hold	3,851	–	–	0.01%	303
2024 Q1	$207K	Hold	3,851	–	–	0.01%	306
2023 Q4	$238K	Hold	3,851	–	–	0.01%	291
2023 Q3	$220K	Hold	3,851	–	–	0.01%	280
2023 Q2	$239K	Hold	3,851	–	–	0.01%	280
2023 Q1	$260K	Sell	3,851 -103	-3%	-$6.95K	0.02%	271
2022 Q4	$277K	Hold	3,954	–	–	0.02%	266
2022 Q3	$253K	Sell	3,954 -50	-1%	-$3.64K	0.02%	262
2022 Q2	$283K	Hold	4,004	–	–	0.02%	262
2022 Q1	$299K	Hold	4,004	–	–	0.02%	266
2021 Q4	$271K	Hold	4,004	–	–	0.01%	273
2021 Q3	$250K	Hold	4,004	–	–	0.01%	286
2021 Q2	$264K	Hold	4,004	–	–	0.02%	280
2021 Q1	$273K	Hold	4,004	–	–	0.02%	271
2020 Q4	$267K	Hold	4,004	–	–	0.02%	266
2020 Q3	$276K	Hold	4,004	–	–	0.02%	241
2020 Q2	$250K	Hold	4,004	–	–	0.02%	238
2020 Q1	$241K	Sell	4,004 -100	-2%	-$6.52K	0.02%	231
2019 Q4	$261K	Hold	4,104	–	–	0.02%	251
2019 Q3	$266K	Hold	4,104	–	–	0.02%	240
2019 Q2	$244K	Hold	4,104	–	–	0.02%	236
2019 Q1	$231K	Hold	4,104	–	–	0.02%	244
2018 Q4	$202K	Buy	+4,104	New	+$206K	0.02%	249

Other funds holding XEL

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

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

Chesley Taft & Associates's XEL Position: Q2 2026 in Review

Chesley Taft & Associates increased its Xcel Energy (XEL) stake by 0.62% in Q2 2026, buying an estimated $1.68K and bringing the position to 3,403 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #334.

Chesley Taft & Associates first reported a position in XEL in Q4 2018 and has held it in 31 quarters since. The position peaked at $299K in Q1 2022. 353 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Chesley Taft & Associates held 3,403 shares of Xcel Energy worth $273K as of Q2 2026.
Chesley Taft & Associates bought 21 Xcel Energy shares in Q2 2026, an estimated $1.68K.
Xcel Energy made up 0.01% of Chesley Taft & Associates's portfolio in Q2 2026, its #334 holding.
Chesley Taft & Associates first reported a position in Xcel Energy in Q4 2018 and has held it in 31 quarters since.
Chesley Taft & Associates's Xcel Energy position peaked at $299K in Q1 2022.
353 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.