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Kuhn & Co Investment Counsel’s Xcel Energy XEL Stock Holding History

Kuhn & Co Investment Counsel’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 		$215K Buy
2,672
+10
+0.4% +$798 0.12% 144
2026
Q1 		$211K Buy
+2,662
New +$209K 0.14% 138
2025
Q1 		– Sell
-3,159
Closed -$213K – 135
2024
Q4 		$213K Hold
3,159
– – 0.18% 125
2024
Q3 		$206K Buy
+3,159
New +$187K 0.18% 127

Other funds holding XEL

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Kuhn & Co Investment Counsel's XEL Position: Q2 2026 in Review

Kuhn & Co Investment Counsel increased its Xcel Energy (XEL) stake by 0.38% in Q2 2026, buying an estimated $798 and bringing the position to 2,672 shares worth $215K. The position accounts for 0.12% of the portfolio, ranked #144.

Kuhn & Co Investment Counsel first reported a position in XEL in Q3 2024 and has held it in 4 quarters since. 522 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Kuhn & Co Investment Counsel held 2,672 shares of Xcel Energy worth $215K as of Q2 2026.
  • Kuhn & Co Investment Counsel bought 10 Xcel Energy shares in Q2 2026, an estimated $798.
  • Xcel Energy made up 0.12% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #144 holding.
  • Kuhn & Co Investment Counsel first reported a position in Xcel Energy in Q3 2024 and has held it in 4 quarters since.
  • 522 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.