FS
XEL icon

Financially Speaking’s Xcel Energy XEL Stock Holding History

Financially Speaking’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 		$302K Hold
3,808
– – 1.47% 7
2026
Q1 		$302K Buy
3,808
+2
+0.1% +$157 1.47% 7
2025
Q4 		$281K Buy
3,806
+2
+0.1% +$158 0.18% 24
2025
Q3 		$307K Buy
3,804
+2
+0.1% +$145 0.2% 30
2025
Q2 		$259K Buy
3,802
+392
+11% +$27.2K 0.17% 19
2025
Q1 		$241K Sell
3,410
-388
-10% -$26.4K 0.18% 14
2024
Q4 		$256K Buy
+3,798
New +$255K 0.17% 22

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
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Financially Speaking's XEL Position: Q2 2026 in Review

Financially Speaking held its Xcel Energy (XEL) position steady in Q2 2026 at 3,808 shares worth $302K. The position accounts for 1.47% of the portfolio, ranked #7.

Financially Speaking first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $307K in Q3 2025. 399 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Financially Speaking held 3,808 shares of Xcel Energy worth $302K as of Q2 2026.
  • Financially Speaking left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 1.47% of Financially Speaking's portfolio in Q2 2026, its #7 holding.
  • Financially Speaking first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
  • Financially Speaking's Xcel Energy position peaked at $307K in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Financially Speaking's 13F filing for Q2 2026, filed 27 Jul 2026.