OLA
XEL icon

Oliver Luxxe Assets’s Xcel Energy XEL Stock Holding History

Oliver Luxxe Assets’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 		$7.65M Buy
95,287
+19,196
+25% +$1.53M 1.12% 28
2026
Q1 		$6.04M Buy
76,091
+1,942
+3% +$152K 0.91% 35
2025
Q4 		$5.48M Buy
74,149
+15,590
+27% +$1.23M 0.83% 43
2025
Q3 		$4.72M Buy
58,559
+1,306
+2% +$94.5K 0.75% 51
2025
Q2 		$3.9M Sell
57,253
-41,468
-42% -$2.88M 0.7% 57
2025
Q1 		$6.99M Sell
98,721
-95,220
-49% -$6.48M 1.3% 14
2024
Q4 		$12.9M Buy
193,941
+98,001
+102% +$6.57M 1.14% 18
2024
Q3 		$6.26M Buy
95,940
+1,519
+2% +$90.1K 1.12% 22
2024
Q2 		$5.04M Sell
94,421
-659
-0.7% -$35.9K 1.07% 30
2024
Q1 		$5.11M Buy
+95,080
New +$5.43M 1.07% 31

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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Oliver Luxxe Assets's XEL Position: Q2 2026 in Review

Oliver Luxxe Assets increased its Xcel Energy (XEL) stake by 25% in Q2 2026, buying an estimated $1.53M and bringing the position to 95,287 shares worth $7.65M. The position accounts for 1.12% of the portfolio, ranked #28.

Oliver Luxxe Assets first reported a position in XEL in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.9M in Q4 2024. 223 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Oliver Luxxe Assets held 95,287 shares of Xcel Energy worth $7.65M as of Q2 2026.
  • Oliver Luxxe Assets bought 19,196 Xcel Energy shares in Q2 2026, an estimated $1.53M.
  • Xcel Energy made up 1.12% of Oliver Luxxe Assets's portfolio in Q2 2026, its #28 holding.
  • Oliver Luxxe Assets first reported a position in Xcel Energy in Q1 2024 and has held it in 10 quarters since.
  • Oliver Luxxe Assets's Xcel Energy position peaked at $12.9M in Q4 2024.
  • 223 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.