Morton Brown Family Wealth’s Xcel Energy XEL Stock Holding History

Morton Brown Family 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	$482	Buy	+6	New	+$479	﹤0.01%	383

Other funds holding XEL

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

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Morton Brown Family Wealth's XEL Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in Xcel Energy (XEL) in Q2 2026: 6 shares worth $482. The stake represents ﹤0.01% of the portfolio and ranks #383 among its holdings.

353 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Morton Brown Family Wealth held 6 shares of Xcel Energy worth $482 as of Q2 2026.
Xcel Energy was a new Morton Brown Family Wealth position in Q2 2026.
Xcel Energy made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #383 holding.
353 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.