Goelzer Investment Management’s Xcel Energy XEL Stock Holding History

Goelzer Investment 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	$593K	Hold	7,386	–	–	0.03%	218
2026 Q1	$587K	Sell	7,386 -100	-1%	-$7.84K	0.03%	215
2025 Q4	$553K	Buy	7,486 +1,436	+24%	+$113K	0.03%	209
2025 Q3	$488K	Hold	6,050	–	–	0.03%	191
2025 Q2	$412K	Hold	6,050	–	–	0.02%	202
2025 Q1	$428K	Hold	6,050	–	–	0.02%	192
2024 Q4	$408K	Hold	6,050	–	–	0.02%	193
2024 Q3	$395K	Hold	6,050	–	–	0.02%	190
2024 Q2	$323K	Hold	6,050	–	–	0.02%	205
2024 Q1	$325K	Hold	6,050	–	–	0.02%	215
2023 Q4	$375K	Hold	6,050	–	–	0.02%	193
2023 Q3	$346K	Hold	6,050	–	–	0.02%	190
2023 Q2	$376K	Hold	6,050	–	–	0.03%	189
2023 Q1	$408K	Sell	6,050 -200	-3%	-$13.5K	0.04%	190
2022 Q4	$438K	Hold	6,250	–	–	0.04%	195
2022 Q3	$400K	Hold	6,250	–	–	0.04%	189
2022 Q2	$442K	Sell	6,250 -200	-3%	-$14.6K	0.04%	186
2022 Q1	$465K	Sell	6,450 -900	-12%	-$61.8K	0.04%	180
2021 Q4	$498K	Sell	7,350 -74	-1%	-$4.82K	0.04%	185
2021 Q3	$464K	Sell	7,424 -300	-4%	-$20.3K	0.04%	179
2021 Q2	$509K	Sell	7,724 -126	-2%	-$8.77K	0.04%	179
2021 Q1	$522K	Sell	7,850 -100	-1%	-$6.32K	0.05%	173
2020 Q4	$530K	Sell	7,950 -325	-4%	-$22.6K	0.05%	168
2020 Q3	$571K	Sell	8,275 -400	-5%	-$27.3K	0.05%	187
2020 Q2	$542K	Sell	8,675 -125	-1%	-$7.88K	0.05%	181
2020 Q1	$531K	Hold	8,800	–	–	0.06%	185
2019 Q4	$559K	Hold	8,800	–	–	0.05%	194
2019 Q3	$571K	Hold	8,800	–	–	0.05%	183
2019 Q2	$524K	Hold	8,800	–	–	0.05%	192
2019 Q1	$495K	Hold	8,800	–	–	0.05%	210
2018 Q4	$434K	Hold	8,800	–	–	0.06%	168
2018 Q3	$415K	Hold	8,800	–	–	0.05%	175
2018 Q2	$402K	Hold	8,800	–	–	0.05%	175
2018 Q1	$400K	Sell	8,800 -100	-1%	-$4.46K	0.05%	176
2017 Q4	$428K	Sell	8,900 -200	-2%	-$9.93K	0.05%	172
2017 Q3	$431K	Hold	9,100	–	–	0.05%	164
2017 Q2	$418K	Hold	9,100	–	–	0.05%	161
2017 Q1	$404K	Sell	9,100 -100	-1%	-$4.24K	0.05%	163
2016 Q4	$374K	Hold	9,200	–	–	0.05%	169
2016 Q3	$378K	Hold	9,200	–	–	0.05%	172
2016 Q2	$412K	Sell	9,200 -900	-9%	-$37.2K	0.06%	168
2016 Q1	$422K	Sell	10,100 -1,200	-11%	-$46.8K	0.06%	167
2015 Q4	$406K	Buy	+11,300	New	+$403K	0.06%	169

Other funds holding XEL

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

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

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Goelzer Investment Management's XEL Position: Q2 2026 in Review

Goelzer Investment Management held its Xcel Energy (XEL) position steady in Q2 2026 at 7,386 shares worth $593K. The position accounts for 0.03% of the portfolio, ranked #218.

Goelzer Investment Management first reported a position in XEL in Q4 2015 and has held it in 43 quarters since. 353 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Goelzer Investment Management held 7,386 shares of Xcel Energy worth $593K as of Q2 2026.
Goelzer Investment Management left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.03% of Goelzer Investment Management's portfolio in Q2 2026, its #218 holding.
Goelzer Investment Management first reported a position in Xcel Energy in Q4 2015 and has held it in 43 quarters since.
353 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

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