Integris Wealth Management’s Xcel Energy XEL Stock Holding History

Integris Wealth 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	$480K	Buy	5,973 +161	+3%	+$12.9K	0.1%	72
2026 Q1	$462K	Sell	5,812 -188	-3%	-$14.7K	0.11%	64
2025 Q4	$443K	Sell	6,000 -340	-5%	-$26.8K	0.1%	73
2025 Q3	$511K	Hold	6,340	–	–	0.12%	66
2025 Q2	$432K	Buy	6,340 +17	+0.3%	+$1.18K	0.11%	71
2025 Q1	$448K	Hold	6,323	–	–	0.13%	56
2024 Q4	$427K	Buy	6,323 +160	+3%	+$10.7K	0.12%	62
2024 Q3	$402K	Buy	6,163 +163	+3%	+$9.67K	0.11%	62
2024 Q2	$320K	Hold	6,000	–	–	0.09%	69
2024 Q1	$323K	Hold	6,000	–	–	0.09%	68
2023 Q4	$371K	Hold	6,000	–	–	0.11%	63
2023 Q3	$343K	Sell	6,000 -135	-2%	-$8.11K	0.11%	60
2023 Q2	$381K	Buy	6,135 +2	+0%	+$134	0.14%	55
2023 Q1	$414K	Buy	6,133 +38	+0.6%	+$2.56K	0.15%	49
2022 Q4	$427K	Buy	+6,095	New	+$406K	0.17%	46

Other funds holding XEL

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Integris Wealth Management's XEL Position: Q2 2026 in Review

Integris Wealth Management increased its Xcel Energy (XEL) stake by 2.8% in Q2 2026, buying an estimated $12.9K and bringing the position to 5,973 shares worth $480K. The position accounts for 0.1% of the portfolio, ranked #72.

Integris Wealth Management first reported a position in XEL in Q4 2022 and has held it in 15 quarters since. The position peaked at $511K in Q3 2025. 300 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Integris Wealth Management held 5,973 shares of Xcel Energy worth $480K as of Q2 2026.
Integris Wealth Management bought 161 Xcel Energy shares in Q2 2026, an estimated $12.9K.
Xcel Energy made up 0.1% of Integris Wealth Management's portfolio in Q2 2026, its #72 holding.
Integris Wealth Management first reported a position in Xcel Energy in Q4 2022 and has held it in 15 quarters since.
Integris Wealth Management's Xcel Energy position peaked at $511K in Q3 2025.
300 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.