IF
XEL icon

Intrua Financial’s Xcel Energy XEL Stock Holding History

Intrua Financial’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 		$296K Sell
3,692
-890
-19% -$71K 0.03% 393
2026
Q1 		$364K Sell
4,582
-466
-9% -$36.6K 0.04% 324
2025
Q4 		$373K Sell
5,048
-111
-2% -$8.75K 0.04% 319
2025
Q3 		$416K Sell
5,159
-330
-6% -$23.9K 0.05% 295
2025
Q2 		$374K Buy
5,489
+301
+6% +$20.9K 0.05% 256
2025
Q1 		$367K Hold
5,188
– – 0.05% 248
2024
Q4 		$350K Sell
5,188
-5,561
-52% -$373K 0.05% 253
2024
Q3 		$702K Buy
10,749
+4,770
+80% +$283K 0.1% 159
2024
Q2 		$319K Buy
5,979
+1,577
+36% +$85.8K 0.05% 294
2024
Q1 		$237K Sell
4,402
-103
-2% -$5.88K 0.03% 368
2023
Q4 		$279K Buy
4,505
+974
+28% +$58.4K 0.04% 328
2023
Q3 		$202K Buy
3,531
+185
+6% +$11.1K 0.03% 338
2023
Q2 		$208K Buy
+3,346
New +$223K 0.04% 346
2022
Q2 		– Sell
-2,918
Closed -$211K – 396
2022
Q1 		$211K Buy
+2,918
New +$201K 0.04% 357
2021
Q1 		– Sell
-7,626
Closed -$508K – 303
2020
Q4 		$508K Buy
7,626
+128
+2% +$8.92K 0.23% 91
2020
Q3 		$555K Sell
7,498
-3,968
-35% -$271K 0.27% 79
2020
Q2 		$817K Buy
+11,466
New +$723K 0.31% 74

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

Intrua Financial's XEL Position: Q2 2026 in Review

Intrua Financial reduced its Xcel Energy (XEL) stake by 19% in Q2 2026, selling an estimated $71K and leaving 3,692 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #393.

Intrua Financial first reported a position in XEL in Q2 2020 and has held it in 17 quarters since. The position peaked at $817K in Q2 2020. 410 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Intrua Financial held 3,692 shares of Xcel Energy worth $296K as of Q2 2026.
  • Intrua Financial sold 890 Xcel Energy shares in Q2 2026, an estimated $71K.
  • Xcel Energy made up 0.03% of Intrua Financial's portfolio in Q2 2026, its #393 holding.
  • Intrua Financial first reported a position in Xcel Energy in Q2 2020 and has held it in 17 quarters since.
  • Intrua Financial's Xcel Energy position peaked at $817K in Q2 2020.
  • 410 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.