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LRI Investments’s Xcel Energy XEL Stock Holding History

LRI Investments’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 		$195K Buy
2,425
+147
+6% +$11.7K 0.02% 326
2026
Q1 		$181K Buy
2,278
+210
+10% +$16.5K 0.02% 297
2025
Q4 		$153K Sell
2,068
-191
-8% -$15.1K 0.01% 341
2025
Q3 		$182K Buy
2,259
+191
+9% +$13.8K 0.01% 306
2025
Q2 		$141K Buy
2,068
+165
+9% +$11.4K 0.01% 356
2025
Q1 		$135K Sell
1,903
-1,134
-37% -$77.2K 0.01% 343
2024
Q4 		$205K Hold
3,037
– – 0.02% 263
2024
Q3 		$209K Buy
3,037
+170
+6% +$10.1K 0.02% 269
2024
Q2 		$153K Buy
2,867
+2,814
+5,309% +$153K 0.02% 299
2024
Q1 		$2.85K Buy
+53
New +$3.03K ﹤0.01% 705

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

LRI Investments's XEL Position: Q2 2026 in Review

LRI Investments increased its Xcel Energy (XEL) stake by 6.5% in Q2 2026, buying an estimated $11.7K and bringing the position to 2,425 shares worth $195K. The position accounts for 0.02% of the portfolio, ranked #326.

LRI Investments first reported a position in XEL in Q1 2024 and has held it in 10 quarters since. The position peaked at $209K in Q3 2024. 521 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • LRI Investments held 2,425 shares of Xcel Energy worth $195K as of Q2 2026.
  • LRI Investments bought 147 Xcel Energy shares in Q2 2026, an estimated $11.7K.
  • Xcel Energy made up 0.02% of LRI Investments's portfolio in Q2 2026, its #326 holding.
  • LRI Investments first reported a position in Xcel Energy in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Xcel Energy position peaked at $209K in Q3 2024.
  • 521 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.