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Portside Wealth Group’s Xcel Energy XEL Stock Holding History

Portside Wealth Group’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 		$242K Sell
3,010
-101
-3% -$8.06K 0.03% 451
2026
Q1 		$247K Sell
3,111
-1
-0% -$78 0.03% 407
2025
Q4 		$230K Sell
3,112
-126
-4% -$9.94K 0.03% 421
2025
Q3 		$261K Buy
3,238
+120
+4% +$8.68K 0.04% 414
2025
Q2 		$212K Buy
3,118
+271
+10% +$18.8K 0.03% 432
2025
Q1 		$202K Buy
+2,847
New +$194K 0.03% 408

Other funds holding XEL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Portside Wealth Group's XEL Position: Q2 2026 in Review

Portside Wealth Group reduced its Xcel Energy (XEL) stake by 3.2% in Q2 2026, selling an estimated $8.06K and leaving 3,010 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #451.

Portside Wealth Group first reported a position in XEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $261K in Q3 2025. 193 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Portside Wealth Group held 3,010 shares of Xcel Energy worth $242K as of Q2 2026.
  • Portside Wealth Group sold 101 Xcel Energy shares in Q2 2026, an estimated $8.06K.
  • Xcel Energy made up 0.03% of Portside Wealth Group's portfolio in Q2 2026, its #451 holding.
  • Portside Wealth Group first reported a position in Xcel Energy in Q1 2025 and has held it in 6 quarters since.
  • Portside Wealth Group's Xcel Energy position peaked at $261K in Q3 2025.
  • 193 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.