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NBC Securities’s Xcel Energy XEL Stock Holding History

NBC Securities’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
Q1 		– Sell
-5
Closed -$605 – 2898
2025
Q4 		$605 Hold
5
– – ﹤0.01% 2618
2025
Q3 		$2.28K Buy
+5
New +$362 ﹤0.01% 2396

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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

NBC Securities's XEL Position: Q2 2026 in Review

NBC Securities reduced its Xcel Energy (XEL) stake by 1.7% in Q2 2026, selling an estimated $65.2K and leaving 46,148 shares worth $3.71M. The position accounts for 0.25% of the portfolio, ranked #96.

NBC Securities first reported a position in XEL in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.82M in Q3 2025. 262 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • NBC Securities held 46,148 shares of Xcel Energy worth $3.71M as of Q2 2026.
  • NBC Securities sold 817 Xcel Energy shares in Q2 2026, an estimated $65.2K.
  • Xcel Energy made up 0.25% of NBC Securities's portfolio in Q2 2026, its #96 holding.
  • NBC Securities first reported a position in Xcel Energy in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's Xcel Energy position peaked at $3.82M in Q3 2025.
  • 262 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.