MAM
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Marquette Asset Management’s Xcel Energy XEL Stock Holding History

Marquette Asset Management’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 		$147K Sell
1,829
-38
-2% -$3.03K 0.02% 116
2026
Q1 		$148K Hold
1,867
– – 0.02% 64
2025
Q4 		$138K Buy
1,867
+157
+9% +$12.4K 0.02% 66
2025
Q3 		$138K Buy
1,710
+43
+3% +$3.11K 0.02% 68
2025
Q2 		$114K Sell
1,667
-384
-19% -$26.6K 0.02% 62
2025
Q1 		$145K Sell
2,051
-249
-11% -$17K 0.03% 68
2024
Q4 		$155K Hold
2,300
– – 0.03% 103
2024
Q3 		$150K Hold
2,300
– – 0.02% 112
2024
Q2 		$123K Hold
2,300
– – 0.02% 96
2024
Q1 		$124K Buy
2,300
+790
+52% +$45.1K 0.02% 99
2023
Q4 		$93.5K Hold
1,510
– – 0.02% 109
2023
Q3 		$86.4K Sell
1,510
-352
-19% -$21.2K 0.02% 115
2023
Q2 		$116K Buy
1,862
+400
+27% +$26.7K 0.03% 109
2023
Q1 		$98.6K Hold
1,462
– – 0.03% 111
2022
Q4 		$103K Sell
1,462
-53
-3% -$3.53K 0.03% 109
2022
Q3 		$97K Hold
1,515
– – 0.03% 108
2022
Q2 		$107K Hold
1,515
– – 0.03% 124
2022
Q1 		$109K Hold
1,515
– – 0.03% 140
2021
Q4 		$103K Sell
1,515
-1,376
-48% -$89.7K 0.02% 150
2021
Q3 		$181K Buy
2,891
+2,486
+614% +$168K 0.04% 107
2021
Q2 		$27K Sell
405
-200
-33% -$13.9K 0.01% 196
2021
Q1 		$40K Buy
605
+200
+49% +$12.6K 0.01% 172
2020
Q4 		$27K Hold
405
– – 0.01% 189
2020
Q3 		$28K Hold
405
– – 0.01% 167
2020
Q2 		$25K Hold
405
– – 0.01% 184
2020
Q1 		$24K Hold
405
– – 0.01% 187
2019
Q4 		$26K Hold
405
– – 0.01% 166
2019
Q3 		$26K Hold
405
– – 0.01% 186
2019
Q2 		$24K Sell
405
-1,851
-82% -$106K 0.01% 186
2019
Q1 		$127K Buy
+2,256
New +$120K 0.04% 86

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

Marquette Asset Management's XEL Position: Q2 2026 in Review

Marquette Asset Management reduced its Xcel Energy (XEL) stake by 2% in Q2 2026, selling an estimated $3.03K and leaving 1,829 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #116.

Marquette Asset Management first reported a position in XEL in Q1 2019 and has held it in 30 quarters since. The position peaked at $181K in Q3 2021. 522 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Marquette Asset Management held 1,829 shares of Xcel Energy worth $147K as of Q2 2026.
  • Marquette Asset Management sold 38 Xcel Energy shares in Q2 2026, an estimated $3.03K.
  • Xcel Energy made up 0.02% of Marquette Asset Management's portfolio in Q2 2026, its #116 holding.
  • Marquette Asset Management first reported a position in Xcel Energy in Q1 2019 and has held it in 30 quarters since.
  • Marquette Asset Management's Xcel Energy position peaked at $181K in Q3 2021.
  • 522 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.