Perpetual Ltd
XEL icon

Perpetual Ltd’s Xcel Energy XEL Stock Holding History

Perpetual Ltd’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
Q3 		$74.3M Buy
1,054,254
+365,941
+53% +$28.2M 1.13% 26
2026
Q2 		$55.3M Buy
+688,313
New +$54.9M 0.79% 40
2025
Q2 		– Sell
-3,460
Closed -$245K – 455
2025
Q1 		$245K Hold
3,460
– – ﹤0.01% 391
2024
Q4 		$234K Buy
3,460
+10
+0.3% +$671 ﹤0.01% 393
2024
Q3 		$225K Buy
+3,450
New +$205K ﹤0.01% 401
2023
Q2 		– Sell
-3,200
Closed -$216K – 522
2023
Q1 		$216K Buy
+3,200
New +$216K ﹤0.01% 482
2020
Q3 		$221K Hold
3,200
– – 0.02% 254
2020
Q2 		$200K Buy
+3,200
New +$202K 0.02% 194
2020
Q1 		– Sell
-3,200
Closed -$203K – 262
2019
Q4 		$203K Hold
3,200
– – 0.03% 162
2019
Q3 		$208K Buy
+3,200
New +$199K 0.03% 160
2019
Q1 		– Sell
-4,863
Closed -$240K – 174
2018
Q4 		$240K Hold
4,863
– – 0.04% 145
2018
Q3 		$230K Hold
4,863
– – 0.03% 165
2018
Q2 		$223K Buy
+4,863
New +$218K 0.03% 158
2017
Q4 		– Sell
-4,263
Closed -$204K – 184
2017
Q3 		$204K Buy
+4,263
New +$205K 0.03% 167
2015
Q1 		– Sell
-57,553
Closed -$2.07M – 218
2014
Q4 		$2.07M Sell
57,553
-113,850
-66% -$3.82M 0.24% 123
2014
Q3 		$5.21M Sell
171,403
-15,597
-8% -$488K 0.56% 59
2014
Q2 		$6.03M Sell
187,000
-13,200
-7% -$409K 0.53% 47
2014
Q1 		$6.08M Sell
200,200
-10,400
-5% -$303K 0.89% 41
2013
Q4 		$5.88M Hold
210,600
– – 0.77% 41
2013
Q3 		$5.82M Sell
210,600
-9,100
-4% -$260K 0.82% 41
2013
Q2 		$6.23M Buy
+219,700
New +$6.57M 0.94% 42

Other funds holding XEL

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Perpetual Ltd's XEL Position: Q3 2026 in Review

Perpetual Ltd increased its Xcel Energy (XEL) stake by 53% in Q3 2026, buying an estimated $28.2M and bringing the position to 1,054,254 shares worth $74.3M. The position accounts for 1.13% of the portfolio, ranked #26.

Perpetual Ltd first reported a position in XEL in Q2 2013 and has held it in 21 quarters since. 384 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Perpetual Ltd held 1,054,254 shares of Xcel Energy worth $74.3M as of Q3 2026.
  • Perpetual Ltd bought 365,941 Xcel Energy shares in Q3 2026, an estimated $28.2M.
  • Xcel Energy made up 1.13% of Perpetual Ltd's portfolio in Q3 2026, its #26 holding.
  • Perpetual Ltd first reported a position in Xcel Energy in Q2 2013 and has held it in 21 quarters since.
  • 384 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.