Palisade Asset Management’s Xcel Energy XEL Stock Holding History

Palisade Asset Management’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	$6.62M	Buy	82,432 +55	+0.1%	+$4.39K	0.61%	48
2026 Q1	$6.54M	Sell	82,377 -213	-0.3%	-$16.7K	0.66%	45
2025 Q4	$6.1M	Sell	82,590 -1,878	-2%	-$148K	0.59%	48
2025 Q3	$6.81M	Buy	84,468 +5	+0%	+$362	0.63%	45
2025 Q2	$5.75M	Sell	84,463 -3,125	-4%	-$217K	0.57%	46
2025 Q1	$6.2M	Hold	87,588	–	–	0.64%	44
2024 Q4	$5.91M	Buy	87,588 +342	+0.4%	+$22.9K	0.6%	46
2024 Q3	$5.7M	Sell	87,246 -1,300	-1%	-$77.1K	0.56%	48
2024 Q2	$4.73M	Sell	88,546 -7,490	-8%	-$407K	0.49%	53
2024 Q1	$5.16M	Sell	96,036 -7,275	-7%	-$415K	0.5%	53
2023 Q4	$6.4M	Sell	103,311 -318	-0.3%	-$19.1K	0.7%	46
2023 Q3	$5.93M	Buy	103,629 +243	+0.2%	+$14.6K	0.72%	46
2023 Q2	$6.43M	Buy	103,386 +3,575	+4%	+$239K	0.75%	44
2023 Q1	$6.73M	Sell	99,811 -45	-0%	-$3.04K	0.82%	44
2022 Q4	$7M	Buy	99,856 +395	+0.4%	+$26.3K	0.8%	42
2022 Q3	$6.37M	Buy	99,461 +170	+0.2%	+$12.4K	0.87%	44
2022 Q2	$7.03M	Buy	99,291 +1,185	+1%	+$86.2K	0.9%	42
2022 Q1	$7.08M	Buy	98,106 +4,755	+5%	+$327K	0.81%	44
2021 Q4	$6.32M	Sell	93,351 -5,250	-5%	-$342K	0.71%	49
2021 Q3	$6.16M	Buy	98,601 +865	+0.9%	+$58.4K	0.75%	47
2021 Q2	$6.44M	Buy	97,736 +430	+0.4%	+$29.9K	0.76%	48
2021 Q1	$6.47M	Sell	97,306 -1,630	-2%	-$103K	0.83%	44
2020 Q4	$6.6M	Buy	98,936 +2,060	+2%	+$144K	0.9%	40
2020 Q3	$6.68M	Sell	96,876 -1,085	-1%	-$74K	1.01%	34
2020 Q2	$6.12M	Buy	97,961 +2,039	+2%	+$129K	0.98%	37
2020 Q1	$5.78M	Buy	95,922 +400	+0.4%	+$26.1K	1.05%	35
2019 Q4	$6.07M	Buy	95,522 +565	+0.6%	+$35.3K	0.89%	44
2019 Q3	$6.16M	Sell	94,957 -19	-0%	-$1.18K	0.94%	43
2019 Q2	$5.65M	Sell	94,976 -100	-0.1%	-$5.75K	0.88%	44
2019 Q1	$5.34M	Sell	95,076 -1,832	-2%	-$97.4K	0.85%	44
2018 Q4	$4.78M	Buy	96,908 +7,719	+9%	+$387K	0.7%	44
2018 Q3	$4.21M	Buy	89,189 +880	+1%	+$41.5K	0.56%	49
2018 Q2	$4.03M	Buy	88,309 +10,360	+13%	+$464K	0.58%	46
2018 Q1	$3.54M	Buy	77,949 +19,050	+32%	+$849K	0.54%	51
2017 Q4	$2.83M	Hold	58,899	–	–	0.45%	56
2017 Q3	$2.79M	Sell	58,899 -700	-1%	-$33.6K	0.51%	53
2017 Q2	$2.73M	Sell	59,599 -5,100	-8%	-$235K	0.54%	51
2017 Q1	$2.88M	Sell	64,699 -200	-0.3%	-$8.47K	0.53%	46
2016 Q4	$2.64M	Buy	64,899 +5,100	+9%	+$204K	0.51%	49
2016 Q3	$2.46M	Buy	59,799 +1,000	+2%	+$42.8K	0.46%	51
2016 Q2	$2.63M	Sell	58,799 -3,900	-6%	-$161K	0.5%	52
2016 Q1	$2.62M	Hold	62,699	–	–	0.51%	49
2015 Q4	$2.25M	Hold	62,699	–	–	0.48%	48
2015 Q3	$2.22M	Sell	62,699 -500	-0.8%	-$17K	0.5%	49
2015 Q2	$2.03M	Sell	63,199 -60	-0.1%	-$2.02K	0.4%	57
2015 Q1	$2.2M	Hold	63,259	–	–	0.43%	54
2014 Q4	$2.27M	Sell	63,259 -160	-0.3%	-$5.37K	0.45%	51
2014 Q3	$1.93M	Buy	63,419 +2,100	+3%	+$65.7K	0.4%	54
2014 Q2	$1.98M	Buy	61,319 +300	+0.5%	+$9.3K	0.41%	53
2014 Q1	$1.85M	Buy	61,019 +1,700	+3%	+$49.6K	0.41%	53
2013 Q4	$1.66M	Buy	59,319 +7,126	+14%	+$201K	0.38%	58
2013 Q3	$1.44M	Buy	52,193 +600	+1%	+$17.2K	0.37%	59
2013 Q2	$1.46M	Buy	+51,593	New	+$1.54M	0.37%	60

Other funds holding XEL

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Palisade Asset Management's XEL Position: Q2 2026 in Review

Palisade Asset Management increased its Xcel Energy (XEL) stake by 0.07% in Q2 2026, buying an estimated $4.39K and bringing the position to 82,432 shares worth $6.62M. The position accounts for 0.61% of the portfolio, ranked #48.

Palisade Asset Management first reported a position in XEL in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.08M in Q1 2022. 317 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Palisade Asset Management held 82,432 shares of Xcel Energy worth $6.62M as of Q2 2026.
Palisade Asset Management bought 55 Xcel Energy shares in Q2 2026, an estimated $4.39K.
Xcel Energy made up 0.61% of Palisade Asset Management's portfolio in Q2 2026, its #48 holding.
Palisade Asset Management first reported a position in Xcel Energy in Q2 2013 and has held it in 53 quarters since.
Palisade Asset Management's Xcel Energy position peaked at $7.08M in Q1 2022.
317 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Palisade Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.