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Petros Family Wealth’s Xcel Energy XEL Stock Holding History

Petros Family Wealth’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 		$379K Hold
4,720
– – 0.23% 90
2026
Q1 		$375K Sell
4,720
-1,000
-17% -$78.4K 0.27% 81
2025
Q4 		$422K Buy
5,720
+2,716
+90% +$214K 0.28% 90
2025
Q3 		$242K Sell
3,004
-30
-1% -$2.17K 0.2% 114
2025
Q2 		$207K Buy
+3,034
New +$210K 0.19% 123

Other funds holding XEL

Assenagon Asset Management
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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Petros Family Wealth's XEL Position: Q2 2026 in Review

Petros Family Wealth held its Xcel Energy (XEL) position steady in Q2 2026 at 4,720 shares worth $379K. The position accounts for 0.23% of the portfolio, ranked #90.

Petros Family Wealth first reported a position in XEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $422K in Q4 2025. 392 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Petros Family Wealth held 4,720 shares of Xcel Energy worth $379K as of Q2 2026.
  • Petros Family Wealth left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.23% of Petros Family Wealth's portfolio in Q2 2026, its #90 holding.
  • Petros Family Wealth first reported a position in Xcel Energy in Q2 2025 and has held it in 5 quarters since.
  • Petros Family Wealth's Xcel Energy position peaked at $422K in Q4 2025.
  • 392 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.