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Harrison Street Private Wealth’s Xcel Energy XEL Stock Holding History

Harrison Street Private Wealth’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 		$4.29M Sell
53,451
-4,056
-7% -$324K 6.05% 5
2026
Q1 		$4.57M Buy
+57,507
New +$4.51M 6.05% 6

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

Harrison Street Private Wealth's XEL Position: Q2 2026 in Review

Harrison Street Private Wealth reduced its Xcel Energy (XEL) stake by 7.1% in Q2 2026, selling an estimated $324K and leaving 53,451 shares worth $4.29M. The position accounts for 6.05% of the portfolio, ranked #5.

Harrison Street Private Wealth first reported a position in XEL in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.57M in Q1 2026. 429 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Harrison Street Private Wealth held 53,451 shares of Xcel Energy worth $4.29M as of Q2 2026.
  • Harrison Street Private Wealth sold 4,056 Xcel Energy shares in Q2 2026, an estimated $324K.
  • Xcel Energy made up 6.05% of Harrison Street Private Wealth's portfolio in Q2 2026, its #5 holding.
  • Harrison Street Private Wealth first reported a position in Xcel Energy in Q1 2026 and has held it in 2 quarters since.
  • Harrison Street Private Wealth's Xcel Energy position peaked at $4.57M in Q1 2026.
  • 429 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Harrison Street Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.