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Cromwell Holdings’s Xcel Energy XEL Stock Holding History

Cromwell Holdings’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 		$164K Buy
2,025
+92
+5% +$7.34K 0.07% 252
2026
Q1 		$155K Buy
1,933
+15
+0.8% +$1.18K 0.09% 232
2025
Q4 		$143K Hold
1,918
– – 0.08% 243
2025
Q3 		$156K Hold
1,918
– – 0.08% 231
2025
Q2 		$132K Buy
1,918
+66
+4% +$4.58K 0.08% 248
2025
Q1 		$132K Buy
1,852
+28
+2% +$1.91K 0.09% 239
2024
Q4 		$123K Hold
1,824
– – 0.07% 251
2024
Q3 		$120K Hold
1,824
– – 0.08% 261
2024
Q2 		$98.4K Buy
+1,824
New +$99.2K 0.06% 284

Other funds holding XEL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Wealth Enhancement Advisory Services
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
TE
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Cromwell Holdings's XEL Position: Q2 2026 in Review

Cromwell Holdings increased its Xcel Energy (XEL) stake by 4.8% in Q2 2026, buying an estimated $7.34K and bringing the position to 2,025 shares worth $164K. The position accounts for 0.07% of the portfolio, ranked #252.

Cromwell Holdings first reported a position in XEL in Q2 2024 and has held it in 9 quarters since. 286 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Cromwell Holdings held 2,025 shares of Xcel Energy worth $164K as of Q2 2026.
  • Cromwell Holdings bought 92 Xcel Energy shares in Q2 2026, an estimated $7.34K.
  • Xcel Energy made up 0.07% of Cromwell Holdings's portfolio in Q2 2026, its #252 holding.
  • Cromwell Holdings first reported a position in Xcel Energy in Q2 2024 and has held it in 9 quarters since.
  • 286 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.