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EPIQ Partners’s Xcel Energy XEL Stock Holding History

EPIQ Partners’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 		$2.24M Hold
27,875
– – 0.95% 31
2026
Q1 		$2.21M Buy
27,875
+1
+0% +$78 1.03% 29
2025
Q4 		$2.06M Hold
27,874
– – 0.96% 29
2025
Q3 		$2.25M Buy
27,874
+1
+0% +$72 1.06% 29
2025
Q2 		$1.9M Hold
27,873
– – 0.97% 31
2025
Q1 		$1.97M Sell
27,873
-999
-3% -$68K 1.04% 31
2024
Q4 		$1.95M Hold
28,872
– – 1.05% 31
2024
Q3 		$1.89M Buy
28,872
+1
+0% +$59 1.04% 28
2024
Q2 		$1.54M Sell
28,871
-201
-0.7% -$10.9K 1.04% 30
2024
Q1 		$1.56M Buy
29,072
+202
+0.7% +$11.5K 1.04% 30
2023
Q4 		$1.79M Sell
28,870
-2,299
-7% -$138K 1.28% 28
2023
Q3 		$1.78M Sell
31,169
-1,050
-3% -$63.1K 1.35% 25
2023
Q2 		$2M Buy
32,219
+1
+0% +$67 1.36% 25
2023
Q1 		$2.17M Sell
32,218
-300
-0.9% -$20.2K 1.5% 26
2022
Q4 		$2.28M Buy
32,518
+1
+0% +$67 1.52% 27
2022
Q3 		$2.08M Hold
32,517
– – 1.29% 31
2022
Q2 		$2.3M Buy
32,517
+1
+0% +$73 1.41% 29
2022
Q1 		$2.35M Hold
32,516
– – 1.26% 32
2021
Q4 		$2.2M Buy
32,516
+10
+0% +$652 1.17% 35
2021
Q3 		$2.03M Buy
32,506
+4,050
+14% +$274K 0.94% 41
2021
Q2 		$1.88M Hold
28,456
– – 0.94% 39
2021
Q1 		$1.89M Sell
28,456
-418
-1% -$26.4K 1.08% 35
2020
Q4 		$1.93M Hold
28,874
– – 1.34% 30
2020
Q3 		$2.06M Hold
28,874
– – 1.56% 24
2020
Q2 		$1.8M Hold
28,874
– – 1.65% 23
2020
Q1 		$1.74M Hold
28,874
– – 1.93% 19
2019
Q4 		$1.83M Buy
+28,874
New +$1.81M 1.86% 24

Other funds holding XEL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

EPIQ Partners's XEL Position: Q2 2026 in Review

EPIQ Partners held its Xcel Energy (XEL) position steady in Q2 2026 at 27,875 shares worth $2.24M. The position accounts for 0.95% of the portfolio, ranked #31.

EPIQ Partners first reported a position in XEL in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.35M in Q1 2022. 231 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • EPIQ Partners held 27,875 shares of Xcel Energy worth $2.24M as of Q2 2026.
  • EPIQ Partners left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.95% of EPIQ Partners's portfolio in Q2 2026, its #31 holding.
  • EPIQ Partners first reported a position in Xcel Energy in Q4 2019 and has held it in 27 quarters since.
  • EPIQ Partners's Xcel Energy position peaked at $2.35M in Q1 2022.
  • 231 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on EPIQ Partners's 13F filing for Q2 2026, filed 7 Jul 2026.