Donaldson Capital Management’s Xcel Energy XEL Stock Holding History

Donaldson 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	$40.2M	Buy	501,050 +17,324	+4%	+$1.38M	1.15%	30
2026 Q1	$38.4M	Buy	483,726 +23,500	+5%	+$1.84M	1.24%	27
2025 Q4	$34M	Buy	+460,226	New	+$36.3M	1.08%	29
2024 Q1	–	Sell	-3,296	Closed	-$204K	–	216
2023 Q4	$204K	Buy	+3,296	New	+$198K	0.01%	213
2023 Q3	–	Sell	-6,388	Closed	-$397K	–	238
2023 Q2	$397K	Hold	6,388	–	–	0.02%	170
2023 Q1	$431K	Hold	6,388	–	–	0.02%	172
2022 Q4	$448K	Buy	6,388 +3,079	+93%	+$205K	0.02%	162
2022 Q3	$212K	Hold	3,309	–	–	0.01%	211
2022 Q2	$234K	Hold	3,309	–	–	0.01%	215
2022 Q1	$239K	Sell	3,309 -30	-0.9%	-$2.06K	0.01%	235
2021 Q4	$226K	Sell	3,339 -4	-0.1%	-$261	0.01%	249
2021 Q3	$209K	Sell	3,343 -6,249	-65%	-$422K	0.01%	249
2021 Q2	$632K	Sell	9,592 -1,660	-15%	-$116K	0.03%	146
2021 Q1	$748K	Buy	11,252 +42	+0.4%	+$2.65K	0.04%	124
2020 Q4	$747K	Sell	11,210 -3,245	-22%	-$226K	0.04%	117
2020 Q3	$998K	Buy	14,455 +9,344	+183%	+$638K	0.07%	93
2020 Q2	$319K	Sell	5,111 -1,292	-20%	-$81.4K	0.02%	170
2020 Q1	$386K	Sell	6,403 -1,710	-21%	-$111K	0.03%	137
2019 Q4	$515K	Buy	+8,113	New	+$508K	0.03%	127

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

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

Donaldson Capital Management increased its Xcel Energy (XEL) stake by 3.6% in Q2 2026, buying an estimated $1.38M and bringing the position to 501,050 shares worth $40.2M. The position accounts for 1.15% of the portfolio, ranked #30.

Donaldson Capital Management first reported a position in XEL in Q4 2019 and has held it in 19 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Donaldson Capital Management held 501,050 shares of Xcel Energy worth $40.2M as of Q2 2026.
Donaldson Capital Management bought 17,324 Xcel Energy shares in Q2 2026, an estimated $1.38M.
Xcel Energy made up 1.15% of Donaldson Capital Management's portfolio in Q2 2026, its #30 holding.
Donaldson Capital Management first reported a position in Xcel Energy in Q4 2019 and has held it in 19 quarters since.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.