MPPW
XEL icon

Mitchell & Pahl Private Wealth’s Xcel Energy XEL Stock Holding History

Mitchell & Pahl Private Wealth’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 		$2.32M Buy
28,886
+1,135
+4% +$90.6K 0.85% 51
2026
Q1 		$2.2M Buy
27,751
+1,793
+7% +$141K 0.9% 47
2025
Q4 		$1.92M Buy
25,958
+103
+0.4% +$8.12K 0.8% 50
2025
Q3 		$2.09M Buy
25,855
+208
+0.8% +$15K 0.87% 46
2025
Q2 		$1.75M Buy
25,647
+831
+3% +$57.6K 0.77% 50
2025
Q1 		$1.76M Buy
24,816
+1,046
+4% +$71.2K 0.82% 48
2024
Q4 		$1.6M Buy
23,770
+1,451
+7% +$97.3K 0.75% 53
2024
Q3 		$1.46M Buy
22,319
+2,081
+10% +$123K 0.68% 54
2024
Q2 		$1.08M Buy
20,238
+698
+4% +$38K 0.57% 64
2024
Q1 		$1.05M Buy
19,540
+1,919
+11% +$110K 0.55% 71
2023
Q4 		$1.09M Sell
17,621
-175
-1% -$10.5K 0.62% 60
2023
Q3 		$1.02M Buy
17,796
+2,486
+16% +$149K 0.6% 56
2023
Q2 		$952K Buy
15,310
+1,147
+8% +$76.6K 0.57% 60
2023
Q1 		$955K Buy
14,163
+1,133
+9% +$76.5K 0.6% 59
2022
Q4 		$914K Buy
13,030
+796
+7% +$53K 0.6% 61
2022
Q3 		$783K Buy
12,234
+1,062
+10% +$77.3K 0.58% 62
2022
Q2 		$791K Buy
11,172
+1,552
+16% +$113K 0.55% 68
2022
Q1 		$694K Buy
9,620
+1,840
+24% +$126K 0.44% 81
2021
Q4 		$527K Buy
7,780
+857
+12% +$55.9K 0.34% 96
2021
Q3 		$433K Buy
6,923
+223
+3% +$15.1K 0.31% 98
2021
Q2 		$441K Buy
6,700
+791
+13% +$55.1K 0.32% 98
2021
Q1 		$393K Buy
5,909
+1,913
+48% +$121K 0.3% 104
2020
Q4 		$266K Buy
+3,996
New +$278K 0.22% 125

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

Mitchell & Pahl Private Wealth's XEL Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its Xcel Energy (XEL) stake by 4.1% in Q2 2026, buying an estimated $90.6K and bringing the position to 28,886 shares worth $2.32M. The position accounts for 0.85% of the portfolio, ranked #51.

Mitchell & Pahl Private Wealth first reported a position in XEL in Q4 2020 and has held it in 23 quarters since. 193 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 28,886 shares of Xcel Energy worth $2.32M as of Q2 2026.
  • Mitchell & Pahl Private Wealth bought 1,135 Xcel Energy shares in Q2 2026, an estimated $90.6K.
  • Xcel Energy made up 0.85% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #51 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Xcel Energy in Q4 2020 and has held it in 23 quarters since.
  • 193 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.