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 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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Perpetual Ltd's XEL Position: Q2 2026 in Review

Perpetual Ltd opened a new position in Xcel Energy (XEL) in Q2 2026: 688,313 shares worth $55.3M. The stake represents 0.79% of the portfolio and ranks #40 among its holdings. This is a return to the name: Perpetual Ltd previously reported a position in XEL as recently as Q1 2025.

Perpetual Ltd first reported a position in XEL in Q2 2013 and has held it in 20 quarters since. 429 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Perpetual Ltd held 688,313 shares of Xcel Energy worth $55.3M as of Q2 2026.
Xcel Energy was a new Perpetual Ltd position in Q2 2026.
Xcel Energy made up 0.79% of Perpetual Ltd's portfolio in Q2 2026, its #40 holding.
Perpetual Ltd first reported a position in Xcel Energy in Q2 2013 and has held it in 20 quarters since.
429 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.