Peak Asset Management’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 | $322K | Hold |
4,016
| – | – | 0.05% | 151 |
|
|
2026
Q1 | $319K | Sell |
4,016
-2,848
| -41% | -$223K | 0.06% | 122 |
|
|
2025
Q4 | $507K | Buy |
6,864
+2,968
| +76% | +$234K | 0.09% | 98 |
|
|
2025
Q3 | $314K | Hold |
3,896
| – | – | 0.05% | 122 |
|
|
2025
Q2 | $265K | Hold |
3,896
| – | – | 0.05% | 129 |
|
|
2025
Q1 | $276K | Hold |
3,896
| – | – | 0.05% | 119 |
|
|
2024
Q4 | $263K | Hold |
3,896
| – | – | 0.05% | 128 |
|
|
2024
Q3 | $254K | Hold |
3,896
| – | – | 0.05% | 130 |
|
|
2024
Q2 | $208K | Hold |
3,896
| – | – | 0.04% | 142 |
|
|
2024
Q1 | $209K | Hold |
3,896
| – | – | 0.04% | 139 |
|
|
2023
Q4 | $241K | Hold |
3,896
| – | – | 0.05% | 128 |
|
|
2023
Q3 | $223K | Sell |
3,896
-137
| -3% | -$8.23K | 0.05% | 129 |
|
|
2023
Q2 | $251K | Sell |
4,033
-855
| -17% | -$57.1K | 0.06% | 125 |
|
|
2023
Q1 | $330K | Buy |
4,888
+137
| +3% | +$9.24K | 0.08% | 109 |
|
|
2022
Q4 | $333K | Sell |
4,751
-360
| -7% | -$24K | 0.09% | 103 |
|
|
2022
Q3 | $327K | Hold |
5,111
| – | – | 0.09% | 103 |
|
|
2022
Q2 | $362K | Hold |
5,111
| – | – | 0.1% | 102 |
|
|
2022
Q1 | $369K | Sell |
5,111
-145
| -3% | -$9.96K | 0.09% | 98 |
|
|
2021
Q4 | $356K | Hold |
5,256
| – | – | 0.08% | 108 |
|
|
2021
Q3 | $329K | Hold |
5,256
| – | – | 0.08% | 110 |
|
|
2021
Q2 | $346K | Hold |
5,256
| – | – | 0.09% | 109 |
|
|
2021
Q1 | $350K | Hold |
5,256
| – | – | 0.08% | 115 |
|
|
2020
Q4 | $350K | Hold |
5,256
| – | – | 0.09% | 106 |
|
|
2020
Q3 | $363K | Buy |
5,256
+1,000
| +23% | +$68.2K | 0.11% | 96 |
|
|
2020
Q2 | $266K | Hold |
4,256
| – | – | 0.08% | 102 |
|
|
2020
Q1 | $257K | Hold |
4,256
| – | – | 0.1% | 92 |
|
|
2019
Q4 | $270K | Hold |
4,256
| – | – | 0.08% | 104 |
|
|
2019
Q3 | $276K | Hold |
4,256
| – | – | 0.09% | 100 |
|
|
2019
Q2 | $253K | Hold |
4,256
| – | – | 0.08% | 111 |
|
|
2019
Q1 | $239K | Hold |
4,256
| – | – | 0.08% | 116 |
|
|
2018
Q4 | $210K | Hold |
4,256
| – | – | 0.08% | 118 |
|
|
2018
Q3 | $201K | Buy |
+4,256
| New | +$201K | 0.07% | 125 |
|
|
2018
Q1 | – | Sell |
-4,256
| Closed | -$205K | – | 136 |
|
|
2017
Q4 | $205K | Hold |
4,256
| – | – | 0.08% | 121 |
|
|
2017
Q3 | $201K | Buy |
+4,256
| New | +$204K | 0.07% | 139 |
|
|
2015
Q4 | – | Sell |
-8,544
| Closed | -$303K | – | 133 |
|
|
2015
Q3 | $303K | Buy |
+8,544
| New | +$291K | 0.16% | 91 |
|
Other funds holding XEL
Peak Asset Management's XEL Position: Q2 2026 in Review
Peak Asset Management held its Xcel Energy (XEL) position steady in Q2 2026 at 4,016 shares worth $322K. The position accounts for 0.05% of the portfolio, ranked #151.
Peak Asset Management first reported a position in XEL in Q3 2015 and has held it in 35 quarters since. The position peaked at $507K in Q4 2025. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- Peak Asset Management held 4,016 shares of Xcel Energy worth $322K as of Q2 2026.
- Peak Asset Management left its Xcel Energy share count unchanged in Q2 2026.
- Xcel Energy made up 0.05% of Peak Asset Management's portfolio in Q2 2026, its #151 holding.
- Peak Asset Management first reported a position in Xcel Energy in Q3 2015 and has held it in 35 quarters since.
- Peak Asset Management's Xcel Energy position peaked at $507K in Q4 2025.
- 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on Peak Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.