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Lantz Financial’s Xcel Energy XEL Stock Holding History

Lantz 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 		$288K Sell
3,590
-1,459
-29% -$116K 0.05% 216
2026
Q1 		$401K Sell
5,049
-1,245
-20% -$97.7K 0.08% 183
2025
Q4 		$465K Sell
6,294
-216
-3% -$17K 0.1% 167
2025
Q3 		$525K Buy
6,510
+730
+13% +$52.8K 0.12% 154
2025
Q2 		$394K Buy
5,780
+77
+1% +$5.34K 0.1% 162
2025
Q1 		$404K Buy
5,703
+66
+1% +$4.49K 0.11% 155
2024
Q4 		$381K Sell
5,637
-631
-10% -$42.3K 0.1% 162
2024
Q3 		$409K Buy
6,268
+14
+0.2% +$830 0.11% 155
2024
Q2 		$334K Buy
6,254
+2,277
+57% +$124K 0.1% 155
2024
Q1 		$214K Hold
3,977
– – 0.07% 194
2023
Q4 		$246K Buy
+3,977
New +$239K 0.09% 177

Other funds holding XEL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Wealth Enhancement Advisory Services
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
TE
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Lantz Financial's XEL Position: Q2 2026 in Review

Lantz Financial reduced its Xcel Energy (XEL) stake by 29% in Q2 2026, selling an estimated $116K and leaving 3,590 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #216.

Lantz Financial first reported a position in XEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $525K in Q3 2025. 252 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Lantz Financial held 3,590 shares of Xcel Energy worth $288K as of Q2 2026.
  • Lantz Financial sold 1,459 Xcel Energy shares in Q2 2026, an estimated $116K.
  • Xcel Energy made up 0.05% of Lantz Financial's portfolio in Q2 2026, its #216 holding.
  • Lantz Financial first reported a position in Xcel Energy in Q4 2023 and has held it in 11 quarters since.
  • Lantz Financial's Xcel Energy position peaked at $525K in Q3 2025.
  • 252 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.