MEAC
XEL icon

M.E. Allison & Co’s Xcel Energy XEL Stock Holding History

M.E. Allison & Co’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 		$305K Hold
3,800
– – 0.18% 144
2026
Q1 		$302K Hold
3,800
– – 0.2% 135
2025
Q4 		$281K Hold
3,800
– – 0.19% 135
2025
Q3 		$306K Hold
3,800
– – 0.21% 126
2025
Q2 		$259K Buy
+3,800
New +$264K 0.21% 135

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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

M.E. Allison & Co's XEL Position: Q2 2026 in Review

M.E. Allison & Co held its Xcel Energy (XEL) position steady in Q2 2026 at 3,800 shares worth $305K. The position accounts for 0.18% of the portfolio, ranked #144.

M.E. Allison & Co first reported a position in XEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $306K in Q3 2025. 201 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • M.E. Allison & Co held 3,800 shares of Xcel Energy worth $305K as of Q2 2026.
  • M.E. Allison & Co left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.18% of M.E. Allison & Co's portfolio in Q2 2026, its #144 holding.
  • M.E. Allison & Co first reported a position in Xcel Energy in Q2 2025 and has held it in 5 quarters since.
  • M.E. Allison & Co's Xcel Energy position peaked at $306K in Q3 2025.
  • 201 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.