NorthCrest Asset Manangement’s Xcel Energy XEL Stock Holding History

NorthCrest Asset Manangement’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	$349K	Buy	4,415 +1,202	+37%	+$95.9K	0.01%	682
2026 Q1	$259K	Sell	3,213 -1,296	-29%	-$102K	0.01%	663
2025 Q4	$334K	Sell	4,509 -2,598	-37%	-$205K	0.01%	659
2025 Q3	$582K	Buy	7,107 +215	+3%	+$15.6K	0.01%	457
2025 Q2	$470K	Buy	6,892 +2,236	+48%	+$155K	0.01%	430
2025 Q1	$330K	Buy	4,656 +638	+16%	+$43.4K	0.01%	499
2024 Q4	$271K	Buy	4,018 +863	+27%	+$57.9K	0.01%	503
2024 Q3	$206K	Buy	+3,155	New	+$187K	0.01%	529

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

NorthCrest Asset Manangement's XEL Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its Xcel Energy (XEL) stake by 37% in Q2 2026, buying an estimated $95.9K and bringing the position to 4,415 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #682.

NorthCrest Asset Manangement first reported a position in XEL in Q3 2024 and has held it in 8 quarters since. The position peaked at $582K in Q3 2025. 745 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

NorthCrest Asset Manangement held 4,415 shares of Xcel Energy worth $349K as of Q2 2026.
NorthCrest Asset Manangement bought 1,202 Xcel Energy shares in Q2 2026, an estimated $95.9K.
Xcel Energy made up 0.01% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #682 holding.
NorthCrest Asset Manangement first reported a position in Xcel Energy in Q3 2024 and has held it in 8 quarters since.
NorthCrest Asset Manangement's Xcel Energy position peaked at $582K in Q3 2025.
745 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.