Keudell/Morrison Wealth Management’s Xcel Energy XEL Stock Holding History

Keudell/Morrison 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	$248K	Sell	3,088 -863	-22%	-$68.9K	0.05%	228
2026 Q1	$314K	Sell	3,951 -1,148	-23%	-$90K	0.06%	182
2025 Q4	$377K	Buy	+5,099	New	+$402K	0.08%	162
2025 Q2	$391K	Hold	5,748	–	–	0.09%	144
2025 Q1	$407K	Buy	5,748 +107	+2%	+$7.28K	0.1%	128
2024 Q4	$381K	Sell	5,641 -78	-1%	-$5.23K	0.1%	137
2024 Q3	$373K	Hold	5,719	–	–	0.1%	135
2024 Q2	$305K	Buy	+5,719	New	+$311K	0.09%	155

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

Keudell/Morrison Wealth Management's XEL Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Xcel Energy (XEL) stake by 22% in Q2 2026, selling an estimated $68.9K and leaving 3,088 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #228.

Keudell/Morrison Wealth Management first reported a position in XEL in Q2 2024 and has held it in 8 quarters since. The position peaked at $407K in Q1 2025. 305 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Keudell/Morrison Wealth Management held 3,088 shares of Xcel Energy worth $248K as of Q2 2026.
Keudell/Morrison Wealth Management sold 863 Xcel Energy shares in Q2 2026, an estimated $68.9K.
Xcel Energy made up 0.05% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #228 holding.
Keudell/Morrison Wealth Management first reported a position in Xcel Energy in Q2 2024 and has held it in 8 quarters since.
Keudell/Morrison Wealth Management's Xcel Energy position peaked at $407K in Q1 2025.
305 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.