CK
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Cohen Klingenstein’s Xcel Energy XEL Stock Holding History

Cohen Klingenstein’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 		$650K Hold
8,100
– – 0.02% 179
2026
Q1 		$643K Hold
8,100
– – 0.02% 179
2025
Q4 		$598K Hold
8,100
– – 0.02% 176
2025
Q3 		$653K Hold
8,100
– – 0.02% 176
2025
Q2 		$552K Hold
8,100
– – 0.02% 179
2025
Q1 		$573K Hold
8,100
– – 0.02% 178
2024
Q4 		$547K Hold
8,100
– – 0.02% 183
2024
Q3 		$529K Hold
8,100
– – 0.02% 197
2024
Q2 		$433K Hold
8,100
– – 0.02% 203
2024
Q1 		$435K Hold
8,100
– – 0.02% 203
2023
Q4 		$501K Hold
8,100
– – 0.02% 193
2023
Q3 		$463K Hold
8,100
– – 0.02% 194
2023
Q2 		$504K Hold
8,100
– – 0.02% 193
2023
Q1 		$546K Hold
8,100
– – 0.03% 191
2022
Q4 		$568K Hold
8,100
– – 0.03% 188
2022
Q3 		$518K Hold
8,100
– – 0.03% 190
2022
Q2 		$573K Hold
8,100
– – 0.03% 186
2022
Q1 		$585K Hold
8,100
– – 0.02% 190
2021
Q4 		$548K Hold
8,100
– – 0.02% 191
2021
Q3 		$506K Buy
+8,100
New +$547K 0.02% 213

Other funds holding XEL

Pictet Asset Management
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Cohen Klingenstein's XEL Position: Q2 2026 in Review

Cohen Klingenstein held its Xcel Energy (XEL) position steady in Q2 2026 at 8,100 shares worth $650K. The position accounts for 0.02% of the portfolio, ranked #179.

Cohen Klingenstein first reported a position in XEL in Q3 2021 and has held it in 20 quarters since. The position peaked at $653K in Q3 2025. 498 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Cohen Klingenstein held 8,100 shares of Xcel Energy worth $650K as of Q2 2026.
  • Cohen Klingenstein left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.02% of Cohen Klingenstein's portfolio in Q2 2026, its #179 holding.
  • Cohen Klingenstein first reported a position in Xcel Energy in Q3 2021 and has held it in 20 quarters since.
  • Cohen Klingenstein's Xcel Energy position peaked at $653K in Q3 2025.
  • 498 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Cohen Klingenstein's 13F filing for Q2 2026, filed 15 Jul 2026.