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Morton Capital Management’s Xcel Energy XEL Stock Holding History

Morton Capital 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 		$206K Hold
2,569
– – 0.03% 152
2026
Q1 		$204K Buy
+2,569
New +$202K 0.03% 131

Other funds holding XEL

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
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

Morton Capital Management's XEL Position: Q2 2026 in Review

Morton Capital Management held its Xcel Energy (XEL) position steady in Q2 2026 at 2,569 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #152.

Morton Capital Management first reported a position in XEL in Q1 2026 and has held it in 2 quarters since. 328 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Morton Capital Management held 2,569 shares of Xcel Energy worth $206K as of Q2 2026.
  • Morton Capital Management left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.03% of Morton Capital Management's portfolio in Q2 2026, its #152 holding.
  • Morton Capital Management first reported a position in Xcel Energy in Q1 2026 and has held it in 2 quarters since.
  • 328 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.