Dean Investment Associates’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.75M | Sell |
121,466
-3,903
| -3% | -$312K | 1.28% | 4 |
|
|
2026
Q1 | $9.96M | Sell |
125,369
-3,214
| -2% | -$252K | 1.4% | 3 |
|
|
2025
Q4 | $9.5M | Sell |
128,583
-2,439
| -2% | -$192K | 1.36% | 2 |
|
|
2025
Q3 | $10.6M | Buy |
131,022
+1,485
| +1% | +$107K | 1.48% | 2 |
|
|
2025
Q2 | $8.82M | Sell |
129,537
-2,220
| -2% | -$154K | 1.3% | 6 |
|
|
2025
Q1 | $9.33M | Sell |
131,757
-6,538
| -5% | -$445K | 1.38% | 5 |
|
|
2024
Q4 | $9.34M | Buy |
138,295
+7,723
| +6% | +$518K | 1.33% | 6 |
|
|
2024
Q3 | $8.53M | Buy |
130,572
+37,930
| +41% | +$2.25M | 1.15% | 10 |
|
|
2024
Q2 | $4.95M | Sell |
92,642
-3,988
| -4% | -$217K | 0.7% | 43 |
|
|
2024
Q1 | $5.19M | Buy |
96,630
+37,858
| +64% | +$2.16M | 0.71% | 43 |
|
|
2023
Q4 | $3.64M | Sell |
58,772
-20,751
| -26% | -$1.25M | 0.52% | 82 |
|
|
2023
Q3 | $4.55M | Sell |
79,523
-25,381
| -24% | -$1.53M | 0.75% | 39 |
|
|
2023
Q2 | $6.52M | Buy |
104,904
+79,446
| +312% | +$5.3M | 1.06% | 20 |
|
|
2023
Q1 | $1.72M | Buy |
25,458
+5,260
| +26% | +$355K | 0.27% | 122 |
|
|
2022
Q4 | $1.42M | Sell |
20,198
-549
| -3% | -$36.5K | 0.24% | 139 |
|
|
2022
Q3 | $1.33M | Sell |
20,747
-399
| -2% | -$29K | 0.27% | 143 |
|
|
2022
Q2 | $1.5M | Sell |
21,146
-256
| -1% | -$18.6K | 0.29% | 131 |
|
|
2022
Q1 | $1.54M | Sell |
21,402
-350
| -2% | -$24.1K | 0.28% | 143 |
|
|
2021
Q4 | $1.47M | Buy |
+21,752
| New | +$1.42M | 0.26% | 160 |
|
|
2019
Q3 | – | Sell |
-18,540
| Closed | -$1.1M | – | 228 |
|
|
2019
Q2 | $1.1M | Buy |
18,540
+134
| +0.7% | +$7.7K | 0.16% | 152 |
|
|
2019
Q1 | $1.03M | Sell |
18,406
-3,691
| -17% | -$196K | 0.15% | 157 |
|
|
2018
Q4 | $1.09M | Buy |
22,097
+223
| +1% | +$11.2K | 0.17% | 143 |
|
|
2018
Q3 | $1.03M | Buy |
21,874
+481
| +2% | +$22.7K | 0.14% | 151 |
|
|
2018
Q2 | $977K | Buy |
21,393
+267
| +1% | +$12K | 0.14% | 147 |
|
|
2018
Q1 | $961K | Buy |
21,126
+507
| +2% | +$22.6K | 0.14% | 145 |
|
|
2017
Q4 | $992K | Buy |
20,619
+820
| +4% | +$40.7K | 0.15% | 149 |
|
|
2017
Q3 | $937K | Buy |
19,799
+206
| +1% | +$9.88K | 0.14% | 143 |
|
|
2017
Q2 | $899K | Buy |
19,593
+656
| +3% | +$30.2K | 0.14% | 144 |
|
|
2017
Q1 | $842K | Buy |
18,937
+2,630
| +16% | +$111K | 0.14% | 139 |
|
|
2016
Q4 | $664K | Buy |
16,307
+1,129
| +7% | +$45.1K | 0.11% | 155 |
|
|
2016
Q3 | $624K | Buy |
15,178
+193
| +1% | +$8.25K | 0.12% | 154 |
|
|
2016
Q2 | $671K | Sell |
14,985
-74
| -0.5% | -$3.06K | 0.13% | 142 |
|
|
2016
Q1 | $630K | Buy |
15,059
+287
| +2% | +$11.2K | 0.13% | 154 |
|
|
2015
Q4 | $530K | Hold |
14,772
| – | – | 0.12% | 158 |
|
|
2015
Q3 | $523K | Hold |
14,772
| – | – | 0.12% | 162 |
|
|
2015
Q2 | $475K | Buy |
14,772
+2,752
| +23% | +$92.6K | 0.11% | 192 |
|
|
2015
Q1 | $418K | Sell |
12,020
-2,670
| -18% | -$95.5K | 0.1% | 211 |
|
|
2014
Q4 | $528K | Sell |
14,690
-955
| -6% | -$32.1K | 0.12% | 160 |
|
|
2014
Q3 | $476K | Sell |
15,645
-54
| -0.3% | -$1.69K | 0.12% | 177 |
|
|
2014
Q2 | $506K | Sell |
15,699
-336
| -2% | -$10.4K | 0.12% | 168 |
|
|
2014
Q1 | $487K | Buy |
16,035
+2,792
| +21% | +$81.4K | 0.12% | 169 |
|
|
2013
Q4 | $370K | Buy |
+13,243
| New | +$374K | 0.09% | 213 |
|
Other funds holding XEL
Dean Investment Associates's XEL Position: Q2 2026 in Review
Dean Investment Associates reduced its Xcel Energy (XEL) stake by 3.1% in Q2 2026, selling an estimated $312K and leaving 121,466 shares worth $9.75M. The position accounts for 1.28% of the portfolio, ranked #4.
Dean Investment Associates first reported a position in XEL in Q4 2013 and has held it in 42 quarters since. The position peaked at $10.6M in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- Dean Investment Associates held 121,466 shares of Xcel Energy worth $9.75M as of Q2 2026.
- Dean Investment Associates sold 3,903 Xcel Energy shares in Q2 2026, an estimated $312K.
- Xcel Energy made up 1.28% of Dean Investment Associates's portfolio in Q2 2026, its #4 holding.
- Dean Investment Associates first reported a position in Xcel Energy in Q4 2013 and has held it in 42 quarters since.
- Dean Investment Associates's Xcel Energy position peaked at $10.6M in Q3 2025.
- 1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on Dean Investment Associates's 13F filing for Q2 2026, filed 14 Aug 2026.