CI
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CX Institutional’s Xcel Energy XEL Stock Holding History

CX Institutional’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 		$610K Buy
7,595
+258
+4% +$20.6K 0.02% 419
2026
Q1 		$583K Buy
7,337
+31
+0.4% +$2.43K 0.02% 431
2025
Q4 		$540K Buy
7,306
+337
+5% +$26.6K 0.02% 402
2025
Q3 		$562K Buy
6,969
+208
+3% +$15K 0.02% 407
2025
Q2 		$460K Sell
6,761
-65
-1% -$4.51K 0.02% 390
2025
Q1 		$483K Buy
6,826
+822
+14% +$56K 0.02% 371
2024
Q4 		$405K Buy
6,004
+2,158
+56% +$145K 0.02% 380
2024
Q3 		$251K Buy
+3,846
New +$228K 0.01% 501
2024
Q1 		– Sell
-5,707
Closed -$353K – 572
2023
Q4 		$353K Sell
5,707
-158
-3% -$9.48K 0.02% 372
2023
Q3 		$336K Buy
5,865
+613
+12% +$36.8K 0.02% 381
2023
Q2 		$327K Sell
5,252
-292
-5% -$19.5K 0.02% 413
2023
Q1 		$374K Buy
5,544
+903
+19% +$60.9K 0.02% 381
2022
Q4 		$325K Buy
4,641
+1,389
+43% +$92.4K 0.02% 420
2022
Q3 		$208K Sell
3,252
-85
-3% -$6.19K 0.01% 445
2022
Q2 		$236K Buy
+3,337
New +$243K 0.02% 413
2021
Q4 		– Sell
-841
Closed -$53K – 911
2021
Q3 		$53K Sell
841
-339
-29% -$22.9K ﹤0.01% 568
2021
Q2 		$78K Buy
1,180
+115
+11% +$8.01K 0.01% 485
2021
Q1 		$71K Buy
1,065
+546
+105% +$34.5K 0.01% 425
2020
Q4 		$35K Sell
519
-637
-55% -$44.4K ﹤0.01% 504
2020
Q3 		$80K Buy
1,156
+700
+154% +$47.8K 0.01% 335
2020
Q2 		$29K Buy
456
+100
+28% +$6.3K ﹤0.01% 389
2020
Q1 		$21K Sell
356
-74
-17% -$4.82K ﹤0.01% 377
2019
Q4 		$27K Hold
430
– – ﹤0.01% 321
2019
Q3 		$28K Buy
430
+24
+6% +$1.5K ﹤0.01% 339
2019
Q2 		$24K Buy
406
+32
+9% +$1.84K ﹤0.01% 388
2019
Q1 		$21K Buy
374
+99
+36% +$5.27K ﹤0.01% 399
2018
Q4 		$14K Buy
275
+22
+9% +$1.1K ﹤0.01% 341
2018
Q3 		$12K Hold
253
– – ﹤0.01% 248
2018
Q2 		$12K Buy
+253
New +$11.3K ﹤0.01% 225

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

CX Institutional's XEL Position: Q2 2026 in Review

CX Institutional increased its Xcel Energy (XEL) stake by 3.5% in Q2 2026, buying an estimated $20.6K and bringing the position to 7,595 shares worth $610K. The position accounts for 0.02% of the portfolio, ranked #419.

CX Institutional first reported a position in XEL in Q2 2018 and has held it in 29 quarters since. 226 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • CX Institutional held 7,595 shares of Xcel Energy worth $610K as of Q2 2026.
  • CX Institutional bought 258 Xcel Energy shares in Q2 2026, an estimated $20.6K.
  • Xcel Energy made up 0.02% of CX Institutional's portfolio in Q2 2026, its #419 holding.
  • CX Institutional first reported a position in Xcel Energy in Q2 2018 and has held it in 29 quarters since.
  • 226 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.