CGH
XEL icon

Crossmark Global Holdings’s Xcel Energy XEL Stock Holding History

Crossmark Global 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 		$2.29M Buy
28,470
+220
+0.8% +$17.6K 0.03% 422
2026
Q1 		$2.24M Sell
28,250
-573
-2% -$44.9K 0.03% 407
2025
Q4 		$2.13M Sell
28,823
-4,511
-14% -$356K 0.03% 420
2025
Q3 		$2.69M Buy
33,334
+22
+0.1% +$1.59K 0.04% 367
2025
Q2 		$2.27M Sell
33,312
-1,059
-3% -$73.4K 0.04% 400
2025
Q1 		$2.43M Buy
34,371
+396
+1% +$27K 0.04% 374
2024
Q4 		$2.29M Sell
33,975
-93
-0.3% -$6.24K 0.04% 367
2024
Q3 		$2.22M Sell
34,068
-1,180
-3% -$70K 0.04% 388
2024
Q2 		$1.88M Sell
35,248
-4,296
-11% -$234K 0.04% 416
2024
Q1 		$2.13M Sell
39,544
-4,047
-9% -$231K 0.04% 408
2023
Q4 		$2.7M Buy
43,591
+1,120
+3% +$67.2K 0.06% 334
2023
Q3 		$2.47M Sell
42,471
-1,349
-3% -$81.1K 0.06% 340
2023
Q2 		$2.76M Sell
43,820
-546
-1% -$36.5K 0.06% 331
2023
Q1 		$2.99M Sell
44,366
-754
-2% -$50.9K 0.07% 307
2022
Q4 		$3.16M Buy
45,120
+638
+1% +$42.4K 0.08% 280
2022
Q3 		$2.85M Buy
44,482
+3,028
+7% +$220K 0.08% 274
2022
Q2 		$2.93M Sell
41,454
-1,030
-2% -$74.9K 0.08% 286
2022
Q1 		$3.07M Buy
42,484
+1,210
+3% +$83.1K 0.07% 291
2021
Q4 		$2.79M Sell
41,274
-370
-0.9% -$24.1K 0.06% 312
2021
Q3 		$2.6M Buy
41,644
+500
+1% +$33.8K 0.06% 316
2021
Q2 		$2.71M Sell
41,144
-3,726
-8% -$259K 0.06% 302
2021
Q1 		$2.98M Sell
44,870
-8,750
-16% -$553K 0.07% 273
2020
Q4 		$3.58M Sell
53,620
-8,740
-14% -$609K 0.09% 244
2020
Q3 		$4.3M Buy
62,360
+101
+0.2% +$6.89K 0.12% 185
2020
Q2 		$3.89M Buy
62,259
+5,767
+10% +$363K 0.11% 198
2020
Q1 		$3.41M Sell
56,492
-2,020
-3% -$132K 0.12% 196
2019
Q4 		$3.71M Buy
58,512
+26,718
+84% +$1.67M 0.1% 228
2019
Q3 		$2.06M Sell
31,794
-2,120
-6% -$132K 0.06% 348
2019
Q2 		$2.02M Sell
33,914
-548
-2% -$31.5K 0.06% 382
2019
Q1 		$1.94M Buy
34,462
+2,353
+7% +$125K 0.06% 387
2018
Q4 		$1.58M Sell
32,109
-4,649
-13% -$233K 0.05% 419
2018
Q3 		$1.74M Sell
36,758
-159
-0.4% -$7.51K 0.04% 444
2018
Q2 		$1.69M Sell
36,917
-1,560
-4% -$69.9K 0.05% 441
2018
Q1 		$1.75M Sell
38,477
-3,963
-9% -$177K 0.05% 457
2017
Q4 		$2.04M Sell
42,440
-7,190
-14% -$357K 0.05% 417
2017
Q3 		$2.35M Buy
+49,630
New +$2.38M 0.06% 369
2016
Q3 		$2.35M Buy
+49,630
New +$2.12M 0.06% 369

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
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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Crossmark Global Holdings's XEL Position: Q2 2026 in Review

Crossmark Global Holdings increased its Xcel Energy (XEL) stake by 0.78% in Q2 2026, buying an estimated $17.6K and bringing the position to 28,470 shares worth $2.29M. The position accounts for 0.03% of the portfolio, ranked #422.

Crossmark Global Holdings first reported a position in XEL in Q3 2016 and has held it in 37 quarters since. The position peaked at $4.3M in Q3 2020. 223 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Crossmark Global Holdings held 28,470 shares of Xcel Energy worth $2.29M as of Q2 2026.
  • Crossmark Global Holdings bought 220 Xcel Energy shares in Q2 2026, an estimated $17.6K.
  • Xcel Energy made up 0.03% of Crossmark Global Holdings's portfolio in Q2 2026, its #422 holding.
  • Crossmark Global Holdings first reported a position in Xcel Energy in Q3 2016 and has held it in 37 quarters since.
  • Crossmark Global Holdings's Xcel Energy position peaked at $4.3M in Q3 2020.
  • 223 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.