Old Port Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $647K | Sell |
8,059
-145
| -2% | -$11.6K | 0.13% | 151 |
|
|
2026
Q1 | $652K | Sell |
8,204
-41
| -0.5% | -$3.22K | 0.15% | 144 |
|
|
2025
Q4 | $609K | Sell |
8,245
-102
| -1% | -$8.04K | 0.15% | 145 |
|
|
2025
Q3 | $673K | Sell |
8,347
-158
| -2% | -$11.4K | 0.17% | 138 |
|
|
2025
Q2 | $579K | Sell |
8,505
-50
| -0.6% | -$3.47K | 0.16% | 143 |
|
|
2025
Q1 | $606K | Sell |
8,555
-52
| -0.6% | -$3.54K | 0.18% | 130 |
|
|
2024
Q4 | $581K | Sell |
8,607
-225
| -3% | -$15.1K | 0.17% | 128 |
|
|
2024
Q3 | $577K | Sell |
8,832
-174
| -2% | -$10.3K | 0.16% | 135 |
|
|
2024
Q2 | $481K | Buy |
9,006
+35
| +0.4% | +$1.9K | 0.14% | 141 |
|
|
2024
Q1 | $482K | Sell |
8,971
-461
| -5% | -$26.3K | 0.15% | 142 |
|
|
2023
Q4 | $584K | Sell |
9,432
-721
| -7% | -$43.3K | 0.19% | 132 |
|
|
2023
Q3 | $581K | Buy |
+10,153
| New | +$610K | 0.21% | 127 |
|
|
2023
Q1 | $756K | Sell |
10,642
-620
| -6% | -$41.8K | 0.27% | 114 |
|
|
2022
Q4 | $790K | Sell |
11,262
-275
| -2% | -$18.3K | 0.3% | 108 |
|
|
2022
Q3 | $742K | Hold |
11,537
| – | – | 0.3% | 112 |
|
|
2022
Q2 | $806K | Sell |
11,537
-65
| -0.6% | -$4.73K | 0.31% | 106 |
|
|
2022
Q1 | $844K | Sell |
11,602
-313
| -3% | -$21.5K | 0.29% | 103 |
|
|
2021
Q4 | $816K | Sell |
11,915
-1,055
| -8% | -$68.8K | 0.28% | 109 |
|
|
2021
Q3 | $834K | Sell |
12,970
-1,311
| -9% | -$88.6K | 0.3% | 103 |
|
|
2021
Q2 | $972K | Sell |
14,281
-2,895
| -17% | -$202K | 0.35% | 87 |
|
|
2021
Q1 | $1.14M | Sell |
17,176
-675
| -4% | -$42.7K | 0.45% | 67 |
|
|
2020
Q4 | $1.17M | Sell |
17,851
-438
| -2% | -$30.5K | 0.51% | 63 |
|
|
2020
Q3 | $1.26M | Sell |
18,289
-282
| -2% | -$19.2K | 0.62% | 56 |
|
|
2020
Q2 | $1.16M | Buy |
18,571
+267
| +1% | +$16.8K | 0.61% | 58 |
|
|
2020
Q1 | $1.1M | Sell |
18,304
-1,741
| -9% | -$113K | 0.67% | 52 |
|
|
2019
Q4 | $1.25M | Sell |
20,045
-673
| -3% | -$42.1K | 0.61% | 59 |
|
|
2019
Q3 | $1.34M | Sell |
20,718
-358
| -2% | -$22.3K | 0.7% | 54 |
|
|
2019
Q2 | $1.28M | Sell |
21,076
-1,042
| -5% | -$59.9K | 0.66% | 57 |
|
|
2019
Q1 | $1.24M | Sell |
22,118
-300
| -1% | -$16K | 0.65% | 55 |
|
|
2018
Q4 | $1.14M | Buy |
+22,418
| New | +$1.12M | 0.64% | 56 |
|
|
2018
Q2 | $1.08M | Buy |
+23,572
| New | +$1.06M | 0.58% | 57 |
|
Other funds holding XEL
Old Port Advisors's XEL Position: Q2 2026 in Review
Old Port Advisors reduced its Xcel Energy (XEL) stake by 1.8% in Q2 2026, selling an estimated $11.6K and leaving 8,059 shares worth $647K. The position accounts for 0.13% of the portfolio, ranked #151.
Old Port Advisors first reported a position in XEL in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.34M in Q3 2019. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- Old Port Advisors held 8,059 shares of Xcel Energy worth $647K as of Q2 2026.
- Old Port Advisors sold 145 Xcel Energy shares in Q2 2026, an estimated $11.6K.
- Xcel Energy made up 0.13% of Old Port Advisors's portfolio in Q2 2026, its #151 holding.
- Old Port Advisors first reported a position in Xcel Energy in Q2 2018 and has held it in 31 quarters since.
- Old Port Advisors's Xcel Energy position peaked at $1.34M in Q3 2019.
- 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on Old Port Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.