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Everpar Advisors’s Xcel Energy XEL Stock Holding History

Everpar Advisors’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 		$398K Sell
4,955
-6
-0.1% -$479 0.11% 169
2026
Q1 		$394K Buy
4,961
+303
+7% +$23.8K 0.14% 162
2025
Q4 		$344K Sell
4,658
-816
-15% -$64.4K 0.13% 173
2025
Q3 		$441K Sell
5,474
-32
-0.6% -$2.31K 0.17% 135
2025
Q2 		$375K Buy
5,506
+88
+2% +$6.1K 0.17% 157
2025
Q1 		$384K Sell
5,418
-463
-8% -$31.5K 0.2% 135
2024
Q4 		$397K Buy
5,881
+287
+5% +$19.3K 0.2% 139
2024
Q3 		$365K Sell
5,594
-725
-11% -$43K 0.19% 163
2024
Q2 		$337K Buy
+6,319
New +$344K 0.17% 171
2024
Q1 		– Sell
-11,276
Closed -$698K – 288
2023
Q4 		$698K Buy
+11,276
New +$677K 0.32% 110

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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Everpar Advisors's XEL Position: Q2 2026 in Review

Everpar Advisors reduced its Xcel Energy (XEL) stake by 0.12% in Q2 2026, selling an estimated $479 and leaving 4,955 shares worth $398K. The position accounts for 0.11% of the portfolio, ranked #169.

Everpar Advisors first reported a position in XEL in Q4 2023 and has held it in 10 quarters since. The position peaked at $698K in Q4 2023. 193 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Everpar Advisors held 4,955 shares of Xcel Energy worth $398K as of Q2 2026.
  • Everpar Advisors sold 6 Xcel Energy shares in Q2 2026, an estimated $479.
  • Xcel Energy made up 0.11% of Everpar Advisors's portfolio in Q2 2026, its #169 holding.
  • Everpar Advisors first reported a position in Xcel Energy in Q4 2023 and has held it in 10 quarters since.
  • Everpar Advisors's Xcel Energy position peaked at $698K in Q4 2023.
  • 193 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.