DZ Bank’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 | $17.3M | Buy |
214,988
+4,576
| +2% | +$365K | 0.01% | 310 |
|
|
2026
Q1 | $16.7M | Buy |
210,412
+104,949
| +100% | +$8.23M | 0.01% | 304 |
|
|
2025
Q4 | $7.79M | Buy |
105,463
+97,883
| +1,291% | +$7.72M | 0.01% | 424 |
|
|
2025
Q3 | $611K | Buy |
7,580
+440
| +6% | +$31.8K | ﹤0.01% | 755 |
|
|
2025
Q2 | $486K | Sell |
7,140
-1,597
| -18% | -$111K | ﹤0.01% | 749 |
|
|
2025
Q1 | $618K | Buy |
+8,737
| New | +$595K | ﹤0.01% | 734 |
|
|
2024
Q4 | – | Sell |
-23,076
| Closed | -$1.51M | – | 1049 |
|
|
2024
Q3 | $1.51M | Hold |
23,076
| – | – | ﹤0.01% | 612 |
|
|
2024
Q2 | $1.23M | Buy |
23,076
+7,877
| +52% | +$429K | ﹤0.01% | 645 |
|
|
2024
Q1 | $817K | Sell |
15,199
-279,401
| -95% | -$16M | ﹤0.01% | 716 |
|
|
2023
Q4 | $18.2M | Hold |
294,600
| – | – | 0.02% | 270 |
|
|
2023
Q3 | $16.9M | Buy |
294,600
+290,600
| +7,265% | +$17.5M | 0.02% | 273 |
|
|
2023
Q2 | $249K | Hold |
4,000
| – | – | ﹤0.01% | 820 |
|
|
2023
Q1 | $270K | Hold |
4,000
| – | – | ﹤0.01% | 823 |
|
|
2022
Q4 | $280K | Hold |
4,000
| – | – | ﹤0.01% | 831 |
|
|
2022
Q3 | $256K | Hold |
4,000
| – | – | ﹤0.01% | 838 |
|
|
2022
Q2 | $283K | Hold |
4,000
| – | – | ﹤0.01% | 860 |
|
|
2022
Q1 | $289K | Sell |
4,000
-18,415
| -82% | -$1.27M | ﹤0.01% | 856 |
|
|
2021
Q4 | $1.53M | Hold |
22,415
| – | – | ﹤0.01% | 674 |
|
|
2021
Q3 | $1.4M | Hold |
22,415
| – | – | ﹤0.01% | 644 |
|
|
2021
Q2 | $1.48M | Sell |
22,415
-14,035
| -39% | -$977K | ﹤0.01% | 638 |
|
|
2021
Q1 | $2.42M | Hold |
36,450
| – | – | ﹤0.01% | 557 |
|
|
2020
Q4 | $2.39M | Buy |
36,450
+32,450
| +811% | +$2.26M | 0.01% | 520 |
|
|
2020
Q3 | $276K | Sell |
4,000
-4,664
| -54% | -$318K | ﹤0.01% | 660 |
|
|
2020
Q2 | $542K | Buy |
8,664
+4,664
| +117% | +$294K | ﹤0.01% | 584 |
|
|
2020
Q1 | $241K | Buy |
4,000
+1,000
| +33% | +$65.2K | ﹤0.01% | 643 |
|
|
2019
Q4 | $190K | Hold |
3,000
| – | – | ﹤0.01% | 640 |
|
|
2019
Q3 | $195K | Buy |
3,000
+1,000
| +50% | +$62.3K | ﹤0.01% | 668 |
|
|
2019
Q2 | $119K | Hold |
2,000
| – | – | ﹤0.01% | 688 |
|
|
2019
Q1 | $112K | Buy |
+2,000
| New | +$106K | ﹤0.01% | 696 |
|
|
2018
Q2 | – | Sell |
-3,477
| Closed | -$158K | – | 1100 |
|
|
2018
Q1 | $158K | Buy |
+3,477
| New | +$155K | ﹤0.01% | 960 |
|
Other funds holding XEL
DZ Bank's XEL Position: Q2 2026 in Review
DZ Bank increased its Xcel Energy (XEL) stake by 2.2% in Q2 2026, buying an estimated $365K and bringing the position to 214,988 shares worth $17.3M. The position accounts for 0.01% of the portfolio, ranked #310.
DZ Bank first reported a position in XEL in Q1 2018 and has held it in 30 quarters since. The position peaked at $18.2M in Q4 2023. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- DZ Bank held 214,988 shares of Xcel Energy worth $17.3M as of Q2 2026.
- DZ Bank bought 4,576 Xcel Energy shares in Q2 2026, an estimated $365K.
- Xcel Energy made up 0.01% of DZ Bank's portfolio in Q2 2026, its #310 holding.
- DZ Bank first reported a position in Xcel Energy in Q1 2018 and has held it in 30 quarters since.
- DZ Bank's Xcel Energy position peaked at $18.2M in Q4 2023.
- 1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on DZ Bank's 13F filing for Q2 2026, filed 14 Aug 2026.