Dean Capital Management’s Xcel Energy XEL Stock Holding History

Dean Capital Management’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	$2.15M	Hold	26,736	–	–	0.78%	68
2026 Q1	$2.12M	Sell	26,736 -1	-0%	-$78	0.88%	62
2025 Q4	$1.97M	Buy	26,737 +824	+3%	+$65K	0.84%	55
2025 Q3	$2.09M	Hold	25,913	–	–	0.81%	53
2025 Q2	$1.76M	Sell	25,913 -2,016	-7%	-$140K	0.73%	75
2025 Q1	$1.98M	Buy	27,929 +659	+2%	+$44.9K	0.86%	39
2024 Q4	$1.84M	Buy	27,270 +4,272	+19%	+$287K	0.78%	52
2024 Q3	$1.5M	Buy	+22,998	New	+$1.36M	0.64%	90
2019 Q3	–	Sell	-12,184	Closed	-$725K	–	145
2019 Q2	$725K	Buy	+12,184	New	+$700K	0.75%	53

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dean Capital Management's XEL Position: Q2 2026 in Review

Dean Capital Management held its Xcel Energy (XEL) position steady in Q2 2026 at 26,736 shares worth $2.15M. The position accounts for 0.78% of the portfolio, ranked #68.

Dean Capital Management first reported a position in XEL in Q2 2019 and has held it in 9 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Dean Capital Management held 26,736 shares of Xcel Energy worth $2.15M as of Q2 2026.
Dean Capital Management left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.78% of Dean Capital Management's portfolio in Q2 2026, its #68 holding.
Dean Capital Management first reported a position in Xcel Energy in Q2 2019 and has held it in 9 quarters since.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Dean Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.