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Hennion & Walsh Asset Management’s Xcel Energy XEL Stock Holding History

Hennion & Walsh Asset 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 		$4.7M Buy
58,481
+3,787
+7% +$302K 0.13% 196
2026
Q1 		$4.34M Buy
54,694
+6,748
+14% +$529K 0.15% 177
2025
Q4 		$3.54M Buy
47,946
+12,979
+37% +$1.02M 0.12% 215
2025
Q3 		$2.82M Buy
34,967
+13,728
+65% +$993K 0.1% 258
2025
Q2 		$1.45M Sell
21,239
-502
-2% -$34.8K 0.06% 392
2025
Q1 		$1.54M Buy
21,741
+2,702
+14% +$184K 0.07% 346
2024
Q4 		$1.29M Sell
19,039
-2,391
-11% -$160K 0.06% 403
2024
Q3 		$1.4M Sell
21,430
-9,148
-30% -$543K 0.07% 374
2024
Q2 		$1.63M Sell
30,578
-9,276
-23% -$505K 0.08% 300
2024
Q1 		$2.14M Sell
39,854
-2,717
-6% -$155K 0.11% 245
2023
Q4 		$2.64M Sell
42,571
-4,414
-9% -$265K 0.15% 197
2023
Q3 		$2.69M Sell
46,985
-797
-2% -$47.9K 0.17% 160
2023
Q2 		$2.97M Buy
47,782
+2,364
+5% +$158K 0.18% 152
2023
Q1 		$3.06M Buy
45,418
+7,875
+21% +$531K 0.19% 138
2022
Q4 		$2.63M Buy
37,543
+6,688
+22% +$445K 0.16% 166
2022
Q3 		$1.98M Buy
30,855
+5,697
+23% +$415K 0.13% 197
2022
Q2 		$1.78M Buy
25,158
+3,915
+18% +$285K 0.11% 219
2022
Q1 		$1.53M Buy
21,243
+1,553
+8% +$107K 0.08% 260
2021
Q4 		$1.33M Sell
19,690
-1,404
-7% -$91.5K 0.07% 301
2021
Q3 		$1.32M Buy
21,094
+1,355
+7% +$91.5K 0.07% 302
2021
Q2 		$1.3M Buy
19,739
+557
+3% +$38.8K 0.07% 313
2021
Q1 		$1.28M Buy
+19,182
New +$1.21M 0.08% 306

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
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

Hennion & Walsh Asset Management's XEL Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Xcel Energy (XEL) stake by 6.9% in Q2 2026, buying an estimated $302K and bringing the position to 58,481 shares worth $4.7M. The position accounts for 0.13% of the portfolio, ranked #196.

Hennion & Walsh Asset Management first reported a position in XEL in Q1 2021 and has held it in 22 quarters since. 353 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Hennion & Walsh Asset Management held 58,481 shares of Xcel Energy worth $4.7M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 3,787 Xcel Energy shares in Q2 2026, an estimated $302K.
  • Xcel Energy made up 0.13% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #196 holding.
  • Hennion & Walsh Asset Management first reported a position in Xcel Energy in Q1 2021 and has held it in 22 quarters since.
  • 353 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.