KLCM Advisors’s Xcel Energy XEL Stock Holding History

KLCM Advisors’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	$879K	Hold	10,950	–	–	0.07%	138
2026 Q1	$870K	Hold	10,950	–	–	0.07%	132
2025 Q4	$809K	Hold	10,950	–	–	0.07%	127
2025 Q3	$883K	Sell	10,950 -2,250	-17%	-$163K	0.09%	99
2025 Q2	$899K	Hold	13,200	–	–	0.1%	92
2025 Q1	$934K	Hold	13,200	–	–	0.11%	85
2024 Q4	$891K	Hold	13,200	–	–	0.1%	87
2024 Q3	$862K	Buy	13,200 +261	+2%	+$15.5K	0.1%	85
2024 Q2	$691K	Buy	12,939 +100	+0.8%	+$5.44K	0.09%	87
2024 Q1	$690K	Hold	12,839	–	–	0.09%	87
2023 Q4	$795K	Sell	12,839 -663	-5%	-$39.8K	0.12%	79
2023 Q3	$773K	Buy	13,502 +1,652	+14%	+$99.3K	0.15%	70
2023 Q2	$737K	Hold	11,850	–	–	0.14%	69
2023 Q1	$799K	Hold	11,850	–	–	0.16%	65
2022 Q4	$831K	Hold	11,850	–	–	0.17%	63
2022 Q3	$758K	Sell	11,850 -63	-0.5%	-$4.59K	0.18%	61
2022 Q2	$843K	Buy	11,913 +63	+0.5%	+$4.58K	0.19%	57
2022 Q1	$855K	Buy	11,850 +600	+5%	+$41.2K	0.18%	55
2021 Q4	$762K	Hold	11,250	–	–	0.17%	56
2021 Q3	$703K	Buy	11,250 +550	+5%	+$37.2K	0.15%	59
2021 Q2	$705K	Hold	10,700	–	–	0.16%	56
2021 Q1	$712K	Hold	10,700	–	–	0.16%	54
2020 Q4	$713K	Hold	10,700	–	–	0.18%	54
2020 Q3	$738K	Hold	10,700	–	–	0.21%	55
2020 Q2	$669K	Sell	10,700 -500	-4%	-$31.5K	0.19%	55
2020 Q1	$675K	Hold	11,200	–	–	0.21%	53
2019 Q4	$711K	Buy	+11,200	New	+$701K	0.16%	54

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

KLCM Advisors's XEL Position: Q2 2026 in Review

KLCM Advisors held its Xcel Energy (XEL) position steady in Q2 2026 at 10,950 shares worth $879K. The position accounts for 0.07% of the portfolio, ranked #138.

KLCM Advisors first reported a position in XEL in Q4 2019 and has held it in 27 quarters since. The position peaked at $934K in Q1 2025. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

KLCM Advisors held 10,950 shares of Xcel Energy worth $879K as of Q2 2026.
KLCM Advisors left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.07% of KLCM Advisors's portfolio in Q2 2026, its #138 holding.
KLCM Advisors first reported a position in Xcel Energy in Q4 2019 and has held it in 27 quarters since.
KLCM Advisors's Xcel Energy position peaked at $934K in Q1 2025.
1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on KLCM Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.