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CWA Asset Management Group’s Xcel Energy XEL Stock Holding History

CWA Asset Management Group’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 		$501K Sell
6,242
-2
-0% -$160 0.02% 499
2026
Q1 		$496K Sell
6,244
-988
-14% -$77.5K 0.02% 495
2025
Q4 		$534K Sell
7,232
-9,384
-56% -$740K 0.02% 453
2025
Q3 		$1.34M Buy
16,616
+1,495
+10% +$108K 0.05% 310
2025
Q2 		$1.03M Buy
15,121
+2,545
+20% +$176K 0.04% 321
2025
Q1 		$890K Buy
12,576
+1,850
+17% +$126K 0.04% 320
2024
Q4 		$724K Buy
10,726
+1,004
+10% +$67.3K 0.04% 318
2024
Q3 		$635K Buy
+9,722
New +$577K 0.03% 323
2024
Q1 		$656K Buy
12,208
+5,746
+89% +$328K 0.04% 281
2023
Q4 		$400K Buy
6,462
+63
+1% +$3.78K 0.03% 278
2023
Q3 		$366K Buy
6,399
+1,672
+35% +$100K 0.03% 259
2023
Q2 		$294K Sell
4,727
-123
-3% -$8.21K 0.02% 286
2023
Q1 		$327K Buy
4,850
+88
+2% +$5.94K 0.02% 249
2022
Q4 		$334K Buy
4,762
+166
+4% +$11K 0.03% 249
2022
Q3 		$294K Buy
4,596
+2
+0% +$146 0.03% 233
2022
Q2 		$325K Buy
4,594
+15
+0.3% +$1.09K 0.03% 223
2022
Q1 		$330K Buy
4,579
+83
+2% +$5.7K 0.03% 228
2021
Q4 		$304K Sell
4,496
-334
-7% -$21.8K 0.02% 229
2021
Q3 		$302K Buy
4,830
+364
+8% +$24.6K 0.02% 222
2021
Q2 		$299K Sell
4,466
-100
-2% -$6.96K 0.02% 220
2021
Q1 		$304K Sell
4,566
-9
-0.2% -$569 0.03% 213
2020
Q4 		$305K Buy
4,575
+9
+0.2% +$627 0.03% 204
2020
Q3 		$315K Sell
4,566
-190
-4% -$13K 0.04% 169
2020
Q2 		$297K Sell
4,756
-418
-8% -$26.3K 0.05% 159
2020
Q1 		$312K Sell
5,174
-605
-10% -$39.4K 0.06% 156
2019
Q4 		$367K Buy
+5,779
New +$362K 0.06% 164

Other funds holding XEL

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
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

CWA Asset Management Group's XEL Position: Q2 2026 in Review

CWA Asset Management Group reduced its Xcel Energy (XEL) stake by 0.03% in Q2 2026, selling an estimated $160 and leaving 6,242 shares worth $501K. The position accounts for 0.02% of the portfolio, ranked #499.

CWA Asset Management Group first reported a position in XEL in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.34M in Q3 2025. 353 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • CWA Asset Management Group held 6,242 shares of Xcel Energy worth $501K as of Q2 2026.
  • CWA Asset Management Group sold 2 Xcel Energy shares in Q2 2026, an estimated $160.
  • Xcel Energy made up 0.02% of CWA Asset Management Group's portfolio in Q2 2026, its #499 holding.
  • CWA Asset Management Group first reported a position in Xcel Energy in Q4 2019 and has held it in 26 quarters since.
  • CWA Asset Management Group's Xcel Energy position peaked at $1.34M in Q3 2025.
  • 353 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.