Nations Financial Group’s Xcel Energy XEL Stock Holding History

Nations Financial Group’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	$244K	Buy	3,044 +49	+2%	+$3.91K	0.01%	697
2026 Q1	$238K	Sell	2,995 -1,260	-30%	-$98.8K	0.01%	690
2025 Q4	$314K	Buy	4,255 +1,727	+68%	+$136K	0.02%	620
2025 Q3	$204K	Buy	+2,528	New	+$183K	0.01%	676
2025 Q1	–	Sell	-3,183	Closed	-$215K	–	711
2024 Q4	$215K	Sell	3,183 -3,716	-54%	-$249K	0.02%	626
2024 Q3	$451K	Buy	6,899 +1,231	+22%	+$73K	0.03%	469
2024 Q2	$303K	Buy	5,668 +442	+8%	+$24K	0.02%	535
2024 Q1	$281K	Buy	5,226 +5	+0.1%	+$286	0.02%	537
2023 Q4	$323K	Buy	5,221 +8	+0.2%	+$480	0.03%	499
2023 Q3	$298K	Sell	5,213 -196	-4%	-$11.8K	0.03%	500
2023 Q2	$336K	Sell	5,409 -166	-3%	-$11.1K	0.03%	469
2023 Q1	$376K	Buy	5,575 +648	+13%	+$43.7K	0.04%	433
2022 Q4	$345K	Buy	+4,927	New	+$328K	0.04%	438

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

Nations Financial Group's XEL Position: Q2 2026 in Review

Nations Financial Group increased its Xcel Energy (XEL) stake by 1.6% in Q2 2026, buying an estimated $3.91K and bringing the position to 3,044 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #697.

Nations Financial Group first reported a position in XEL in Q4 2022 and has held it in 13 quarters since. The position peaked at $451K in Q3 2024. 353 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Nations Financial Group held 3,044 shares of Xcel Energy worth $244K as of Q2 2026.
Nations Financial Group bought 49 Xcel Energy shares in Q2 2026, an estimated $3.91K.
Xcel Energy made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #697 holding.
Nations Financial Group first reported a position in Xcel Energy in Q4 2022 and has held it in 13 quarters since.
Nations Financial Group's Xcel Energy position peaked at $451K in Q3 2024.
353 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.