EI
XEL icon

Ethic Inc’s Xcel Energy XEL Stock Holding History

Ethic Inc’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 		$2.32M Buy
28,851
+2,378
+9% +$190K 0.03% 467
2026
Q1 		$2.1M Buy
26,473
+364
+1% +$28.6K 0.03% 448
2025
Q4 		$1.93M Buy
26,109
+1,719
+7% +$136K 0.03% 466
2025
Q3 		$1.97M Buy
24,390
+3,995
+20% +$289K 0.03% 455
2025
Q2 		$1.38M Sell
20,395
-935
-4% -$64.8K 0.02% 524
2025
Q1 		$1.51M Sell
21,330
-1,700
-7% -$116K 0.03% 485
2024
Q4 		$1.55M Buy
23,030
+8,168
+55% +$548K 0.03% 481
2024
Q3 		$799K Sell
14,862
-3,302
-18% -$196K 0.02% 632
2024
Q2 		$970K Buy
18,164
+3,302
+22% +$180K 0.02% 574
2024
Q1 		$799K Buy
14,862
+11,337
+322% +$647K 0.02% 632
2023
Q4 		$218K Buy
+3,525
New +$211K 0.01% 960

Other funds holding XEL

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ethic Inc's XEL Position: Q2 2026 in Review

Ethic Inc increased its Xcel Energy (XEL) stake by 9% in Q2 2026, buying an estimated $190K and bringing the position to 28,851 shares worth $2.32M. The position accounts for 0.03% of the portfolio, ranked #467.

Ethic Inc first reported a position in XEL in Q4 2023 and has held it in 11 quarters since. 468 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Ethic Inc held 28,851 shares of Xcel Energy worth $2.32M as of Q2 2026.
  • Ethic Inc bought 2,378 Xcel Energy shares in Q2 2026, an estimated $190K.
  • Xcel Energy made up 0.03% of Ethic Inc's portfolio in Q2 2026, its #467 holding.
  • Ethic Inc first reported a position in Xcel Energy in Q4 2023 and has held it in 11 quarters since.
  • 468 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.