Oakworth Capital’s Xcel Energy XEL Stock Holding History

Oakworth Capital’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	$90K	Buy	1,123 +256	+30%	+$20.4K	﹤0.01%	373
2026 Q1	$68.9K	Sell	867 -122	-12%	-$9.57K	﹤0.01%	406
2025 Q4	$73K	Hold	989	–	–	﹤0.01%	388
2025 Q3	$79.8K	Sell	989 -65	-6%	-$4.7K	﹤0.01%	380
2025 Q2	$71.8K	Sell	1,054 -92	-8%	-$6.38K	﹤0.01%	329
2025 Q1	$81.1K	Buy	1,146 +362	+46%	+$24.6K	0.01%	317
2024 Q4	$52.9K	Buy	784 +744	+1,860%	+$49.9K	﹤0.01%	355
2024 Q3	$2.61K	Sell	40 -81	-67%	-$4.8K	﹤0.01%	601
2024 Q2	$6.46K	Hold	121	–	–	﹤0.01%	534
2024 Q1	$6.5K	Hold	121	–	–	﹤0.01%	510
2023 Q4	$7.49K	Buy	121 +81	+203%	+$4.86K	﹤0.01%	505
2023 Q3	$2.29K	Hold	40	–	–	﹤0.01%	545
2023 Q2	$2.49K	Hold	40	–	–	﹤0.01%	582
2023 Q1	$2.7K	Hold	40	–	–	﹤0.01%	531
2022 Q4	$2.8K	Hold	40	–	–	﹤0.01%	515
2022 Q3	$3K	Hold	40	–	–	﹤0.01%	526
2022 Q2	$3K	Sell	40 -229	-85%	-$16.7K	﹤0.01%	518
2022 Q1	$19K	Hold	269	–	–	﹤0.01%	390
2021 Q4	$18K	Hold	269	–	–	﹤0.01%	435
2021 Q3	$17K	Hold	269	–	–	﹤0.01%	429
2021 Q2	$18K	Hold	269	–	–	﹤0.01%	421
2021 Q1	$18K	Hold	269	–	–	﹤0.01%	407
2020 Q4	$18K	Hold	269	–	–	﹤0.01%	378
2020 Q3	$19K	Hold	269	–	–	﹤0.01%	372
2020 Q2	$17K	Hold	269	–	–	﹤0.01%	364
2020 Q1	$16K	Hold	269	–	–	﹤0.01%	344
2019 Q4	$17K	Sell	269 -75	-22%	-$4.69K	﹤0.01%	387
2019 Q3	$22K	Sell	344 -80	-19%	-$4.99K	﹤0.01%	363
2019 Q2	$25K	Hold	424	–	–	﹤0.01%	407
2019 Q1	$24K	Hold	424	–	–	﹤0.01%	374
2018 Q4	$21K	Sell	424 -75	-15%	-$3.76K	﹤0.01%	373
2018 Q3	$24K	Hold	499	–	–	﹤0.01%	377
2018 Q2	$23K	Hold	499	–	–	﹤0.01%	379
2018 Q1	$23K	Hold	499	–	–	0.01%	358
2017 Q4	$26K	Sell	499 -336	-40%	-$16.7K	0.01%	357
2017 Q3	$41K	Hold	835	–	–	0.01%	315
2017 Q2	$38K	Hold	835	–	–	0.01%	320
2017 Q1	$37K	Hold	835	–	–	0.01%	311
2016 Q4	$33K	Sell	835 -3	-0.4%	-$120	0.01%	316
2016 Q3	$34K	Sell	838 -150	-15%	-$6.41K	0.01%	304
2016 Q2	$41K	Buy	988 +303	+44%	+$12.5K	0.02%	271
2016 Q1	$29K	Buy	685 +80	+13%	+$3.12K	0.01%	270
2015 Q4	$22K	Buy	605 +40	+7%	+$1.43K	0.01%	286
2015 Q3	$20K	Hold	565	–	–	0.01%	250
2015 Q2	$20K	Hold	565	–	–	0.01%	256
2015 Q1	$19K	Hold	565	–	–	0.01%	279
2014 Q4	$20K	Hold	565	–	–	0.01%	268
2014 Q3	$18K	Hold	565	–	–	0.01%	239
2014 Q2	$18K	Buy	565 +75	+15%	+$2.32K	0.01%	244
2014 Q1	$15K	Hold	490	–	–	0.01%	256
2013 Q4	$14K	Buy	+490	New	+$13.8K	0.01%	241

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

Oakworth Capital's XEL Position: Q2 2026 in Review

Oakworth Capital increased its Xcel Energy (XEL) stake by 30% in Q2 2026, buying an estimated $20.4K and bringing the position to 1,123 shares worth $90K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Oakworth Capital first reported a position in XEL in Q4 2013 and has held it in 51 quarters since. 353 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Oakworth Capital held 1,123 shares of Xcel Energy worth $90K as of Q2 2026.
Oakworth Capital bought 256 Xcel Energy shares in Q2 2026, an estimated $20.4K.
Xcel Energy made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #373 holding.
Oakworth Capital first reported a position in Xcel Energy in Q4 2013 and has held it in 51 quarters since.
353 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.