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Diversified Enterprises’s Xcel Energy XEL Stock Holding History

Diversified Enterprises’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 		$246K Buy
3,065
+4
+0.1% +$319 0.01% 367
2026
Q1 		$243K Buy
3,061
+54
+2% +$4.24K 0.01% 362
2025
Q4 		$222K Buy
+3,007
New +$237K 0.01% 357

Other funds holding XEL

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Diversified Enterprises's XEL Position: Q2 2026 in Review

Diversified Enterprises increased its Xcel Energy (XEL) stake by 0.13% in Q2 2026, buying an estimated $319 and bringing the position to 3,065 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #367.

Diversified Enterprises first reported a position in XEL in Q4 2025 and has held it in 3 quarters since. 522 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Diversified Enterprises held 3,065 shares of Xcel Energy worth $246K as of Q2 2026.
  • Diversified Enterprises bought 4 Xcel Energy shares in Q2 2026, an estimated $319.
  • Xcel Energy made up 0.01% of Diversified Enterprises's portfolio in Q2 2026, its #367 holding.
  • Diversified Enterprises first reported a position in Xcel Energy in Q4 2025 and has held it in 3 quarters since.
  • 522 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.