Empirical Wealth Management’s Xcel Energy XEL Stock Holding History

Empirical Wealth 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	$370K	Buy	4,604 +91	+2%	+$7.26K	0.01%	802
2026 Q1	$359K	Buy	4,513 +807	+22%	+$63.3K	0.01%	724
2025 Q4	$274K	Sell	3,706 -1,867	-34%	-$147K	﹤0.01%	724
2025 Q3	$449K	Sell	5,573 -22,327	-80%	-$1.62M	0.01%	499
2025 Q2	$1.9M	Buy	27,900 +2,910	+12%	+$202K	0.04%	239
2025 Q1	$1.77M	Buy	+24,990	New	+$1.7M	0.05%	227
2021 Q4	–	Sell	-5,535	Closed	-$346K	–	537
2021 Q3	$346K	Sell	5,535 -654	-11%	-$44.2K	0.02%	359
2021 Q2	$408K	Sell	6,189 -375	-6%	-$26.1K	0.02%	327
2021 Q1	$437K	Sell	6,564 -2,980	-31%	-$188K	0.04%	269
2020 Q4	$636K	Sell	9,544 -2,902	-23%	-$202K	0.05%	213
2020 Q3	$859K	Sell	12,446 -4,907	-28%	-$335K	0.07%	152
2020 Q2	$1.08M	Buy	17,353 +1,416	+9%	+$89.2K	0.1%	124
2020 Q1	$961K	Buy	15,937 +6,799	+74%	+$443K	0.11%	118
2019 Q4	$580K	Buy	9,138 +1,635	+22%	+$102K	0.06%	176
2019 Q3	$487K	Buy	7,503 +1,025	+16%	+$63.9K	0.06%	178
2019 Q2	$385K	Sell	6,478 -97	-1%	-$5.58K	0.05%	179
2019 Q1	$370K	Buy	6,575 +792	+14%	+$42.1K	0.05%	165
2018 Q4	$285K	Hold	5,783	–	–	0.05%	163
2018 Q3	$273K	Hold	5,783	–	–	0.05%	170
2018 Q2	$264K	Buy	5,783 +646	+13%	+$28.9K	0.05%	160
2018 Q1	$234K	Hold	5,137	–	–	0.05%	152
2017 Q4	$247K	Buy	5,137 +180	+4%	+$8.93K	0.05%	133
2017 Q3	$235K	Hold	4,957	–	–	0.05%	123
2017 Q2	$227K	Buy	+4,957	New	+$228K	0.06%	120

Other funds holding XEL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Empirical Wealth Management's XEL Position: Q2 2026 in Review

Empirical Wealth Management increased its Xcel Energy (XEL) stake by 2% in Q2 2026, buying an estimated $7.26K and bringing the position to 4,604 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #802.

Empirical Wealth Management first reported a position in XEL in Q2 2017 and has held it in 24 quarters since. The position peaked at $1.9M in Q2 2025. 473 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Empirical Wealth Management held 4,604 shares of Xcel Energy worth $370K as of Q2 2026.
Empirical Wealth Management bought 91 Xcel Energy shares in Q2 2026, an estimated $7.26K.
Xcel Energy made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #802 holding.
Empirical Wealth Management first reported a position in Xcel Energy in Q2 2017 and has held it in 24 quarters since.
Empirical Wealth Management's Xcel Energy position peaked at $1.9M in Q2 2025.
473 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.