Klein Pavlis & Peasley Financial’s Xcel Energy XEL Stock Holding History

Klein Pavlis & Peasley 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	$462K	Buy	5,752 +174	+3%	+$13.9K	0.24%	78
2026 Q1	$443K	Buy	5,578 +14	+0.3%	+$1.1K	0.25%	79
2025 Q4	$411K	Sell	5,564 -165	-3%	-$13K	0.24%	77
2025 Q3	$462K	Buy	+5,729	New	+$414K	0.28%	73

Other funds holding XEL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

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

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

Klein Pavlis & Peasley Financial's XEL Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial increased its Xcel Energy (XEL) stake by 3.1% in Q2 2026, buying an estimated $13.9K and bringing the position to 5,752 shares worth $462K. The position accounts for 0.24% of the portfolio, ranked #78.

Klein Pavlis & Peasley Financial first reported a position in XEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $462K in Q3 2025. 473 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Klein Pavlis & Peasley Financial held 5,752 shares of Xcel Energy worth $462K as of Q2 2026.
Klein Pavlis & Peasley Financial bought 174 Xcel Energy shares in Q2 2026, an estimated $13.9K.
Xcel Energy made up 0.24% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #78 holding.
Klein Pavlis & Peasley Financial first reported a position in Xcel Energy in Q3 2025 and has held it in 4 quarters since.
Klein Pavlis & Peasley Financial's Xcel Energy position peaked at $462K in Q3 2025.
473 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.