Investors Research Corp’s Xcel Energy XEL Stock Holding History

Investors Research Corp’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	$2.65K	Hold	33	–	–	﹤0.01%	655
2026 Q1	$2.62K	Buy	+33	New	+$2.59K	﹤0.01%	677
2025 Q4	–	Sell	-142	Closed	-$11.5K	–	905
2025 Q3	$11.5K	Hold	142	–	–	﹤0.01%	625
2025 Q2	$9.67K	Hold	142	–	–	﹤0.01%	671
2025 Q1	$10.1K	Buy	+142	New	+$9.67K	﹤0.01%	677
2022 Q2	–	Sell	-162	Closed	-$12K	–	1158
2022 Q1	$12K	Hold	162	–	–	﹤0.01%	743
2021 Q4	$11K	Hold	162	–	–	﹤0.01%	761
2021 Q3	$10K	Hold	162	–	–	﹤0.01%	791
2021 Q2	$11K	Hold	162	–	–	﹤0.01%	765
2021 Q1	$11K	Hold	162	–	–	﹤0.01%	766
2020 Q4	$11K	Hold	162	–	–	﹤0.01%	844
2020 Q3	$11K	Hold	162	–	–	0.01%	815
2020 Q2	$10K	Hold	162	–	–	0.01%	809
2020 Q1	$10K	Hold	162	–	–	0.01%	787
2019 Q4	$10K	Hold	162	–	–	﹤0.01%	854
2019 Q3	$11K	Buy	+162	New	+$10.1K	0.01%	836

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

Investors Research Corp's XEL Position: Q2 2026 in Review

Investors Research Corp held its Xcel Energy (XEL) position steady in Q2 2026 at 33 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Investors Research Corp first reported a position in XEL in Q3 2019 and has held it in 16 quarters since. The position peaked at $12K in Q1 2022. 317 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Investors Research Corp held 33 shares of Xcel Energy worth $2.65K as of Q2 2026.
Investors Research Corp left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up ﹤0.01% of Investors Research Corp's portfolio in Q2 2026, its #655 holding.
Investors Research Corp first reported a position in Xcel Energy in Q3 2019 and has held it in 16 quarters since.
Investors Research Corp's Xcel Energy position peaked at $12K in Q1 2022.
317 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.