Princeton Global Asset Management’s Xcel Energy XEL Stock Holding History

Princeton Global Asset Management’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	$4.45M	Buy	55,475 +915	+2%	+$73K	0.64%	42
2026 Q1	$4.33M	Buy	54,560 +12,149	+29%	+$953K	0.71%	39
2025 Q4	$3.13M	Buy	42,411 +42,351	+70,585%	+$3.34M	0.51%	53
2025 Q3	$4.84K	Hold	60	–	–	﹤0.01%	633
2025 Q2	$4.09K	Buy	+60	New	+$4.16K	﹤0.01%	633
2024 Q1	–	Sell	-197	Closed	-$12.2K	–	673
2023 Q4	$12.2K	Sell	197 -53	-21%	-$3.18K	﹤0.01%	416
2023 Q3	$14.3K	Hold	250	–	–	﹤0.01%	369
2023 Q2	$15.5K	Hold	250	–	–	﹤0.01%	366
2023 Q1	$16.9K	Hold	250	–	–	﹤0.01%	365
2022 Q4	$18K	Hold	250	–	–	0.01%	340
2022 Q3	$16K	Hold	250	–	–	0.01%	345
2022 Q2	$18K	Hold	250	–	–	0.01%	345
2022 Q1	$18K	Hold	250	–	–	0.01%	376
2021 Q4	$17K	Hold	250	–	–	﹤0.01%	354
2021 Q3	$16K	Hold	250	–	–	﹤0.01%	368
2021 Q2	$16K	Hold	250	–	–	﹤0.01%	371
2021 Q1	$17K	Hold	250	–	–	0.01%	341
2020 Q4	$17K	Hold	250	–	–	0.01%	348
2020 Q3	$17K	Sell	250 -235	-48%	-$16K	0.01%	314
2020 Q2	$30K	Hold	485	–	–	0.01%	300
2020 Q1	$29K	Buy	485 +250	+106%	+$16.3K	0.01%	276
2019 Q4	$15	Buy	+235	New	+$14.7K	0.01%	375

Other funds holding XEL

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

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 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

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

PensionDanmark Copenhagen O, Denmark $12B AUM

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Princeton Global Asset Management's XEL Position: Q2 2026 in Review

Princeton Global Asset Management increased its Xcel Energy (XEL) stake by 1.7% in Q2 2026, buying an estimated $73K and bringing the position to 55,475 shares worth $4.45M. The position accounts for 0.64% of the portfolio, ranked #42.

Princeton Global Asset Management first reported a position in XEL in Q4 2019 and has held it in 22 quarters since. 193 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Princeton Global Asset Management held 55,475 shares of Xcel Energy worth $4.45M as of Q2 2026.
Princeton Global Asset Management bought 915 Xcel Energy shares in Q2 2026, an estimated $73K.
Xcel Energy made up 0.64% of Princeton Global Asset Management's portfolio in Q2 2026, its #42 holding.
Princeton Global Asset Management first reported a position in Xcel Energy in Q4 2019 and has held it in 22 quarters since.
193 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.