Leverty Financial Group’s Xcel Energy XEL Stock Holding History

Leverty Financial Group’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	$326K	Hold	4,058	–	–	0.06%	34
2026 Q1	$322K	Hold	4,058	–	–	0.07%	32
2025 Q4	$300K	Buy	4,058 +892	+28%	+$70.3K	0.07%	35
2025 Q3	$255K	Hold	3,166	–	–	0.07%	35
2025 Q2	$216K	Hold	3,166	–	–	0.06%	40
2025 Q1	$224K	Hold	3,166	–	–	0.09%	37
2024 Q4	$214K	Hold	3,166	–	–	0.11%	32
2024 Q3	$207K	Buy	+3,166	New	+$188K	0.11%	31
2023 Q4	–	Sell	-4,438	Closed	-$254K	–	35
2023 Q3	$254K	Buy	4,438 +1	+0%	+$60	0.18%	23
2023 Q2	$276K	Sell	4,437 -70	-2%	-$4.67K	0.2%	21
2023 Q1	$304K	Buy	4,507 +70	+2%	+$4.72K	0.24%	19
2022 Q4	$311K	Hold	4,437	–	–	0.27%	19
2022 Q3	$283K	Hold	4,437	–	–	0.27%	16
2022 Q2	$313K	Hold	4,437	–	–	0.29%	14
2022 Q1	$320K	Buy	4,437 +4,196	+1,741%	+$288K	0.25%	18
2021 Q4	$16K	Buy	+241	New	+$15.7K	0.01%	87

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

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

PensionDanmark Copenhagen O, Denmark $12B AUM

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Leverty Financial Group's XEL Position: Q2 2026 in Review

Leverty Financial Group held its Xcel Energy (XEL) position steady in Q2 2026 at 4,058 shares worth $326K. The position accounts for 0.06% of the portfolio, ranked #34.

Leverty Financial Group first reported a position in XEL in Q4 2021 and has held it in 16 quarters since. 193 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Leverty Financial Group held 4,058 shares of Xcel Energy worth $326K as of Q2 2026.
Leverty Financial Group left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.06% of Leverty Financial Group's portfolio in Q2 2026, its #34 holding.
Leverty Financial Group first reported a position in Xcel Energy in Q4 2021 and has held it in 16 quarters since.
193 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.