Raleigh Capital Management’s Xcel Energy XEL Stock Holding History

Raleigh Capital 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	$921K	Sell	11,469 -6,095	-35%	-$487K	0.29%	93
2026 Q1	$1.4M	Sell	17,564 -7,710	-31%	-$605K	0.48%	61
2025 Q4	$1.87M	Sell	25,274 -1,785	-7%	-$141K	0.68%	45
2025 Q3	$2.18M	Buy	27,059 +1,084	+4%	+$78.4K	0.83%	33
2025 Q2	$1.77M	Buy	25,975 +879	+4%	+$61K	0.74%	40
2025 Q1	$1.78M	Buy	25,096 +131	+0.5%	+$8.92K	0.8%	35
2024 Q4	$1.69M	Sell	24,965 -145	-0.6%	-$9.73K	0.65%	41
2024 Q3	$1.64M	Buy	25,110 +4,760	+23%	+$282K	0.63%	43
2024 Q2	$1.09M	Buy	20,350 +6,943	+52%	+$378K	0.46%	66
2024 Q1	$721K	Sell	13,407 -2,053	-13%	-$117K	0.31%	99
2023 Q4	$957K	Buy	15,460 +11,264	+268%	+$676K	0.44%	69
2023 Q3	$240K	Buy	+4,196	New	+$252K	0.12%	154

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Raleigh Capital Management's XEL Position: Q2 2026 in Review

Raleigh Capital Management reduced its Xcel Energy (XEL) stake by 35% in Q2 2026, selling an estimated $487K and leaving 11,469 shares worth $921K. The position accounts for 0.29% of the portfolio, ranked #93.

Raleigh Capital Management first reported a position in XEL in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.18M in Q3 2025. 279 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Raleigh Capital Management held 11,469 shares of Xcel Energy worth $921K as of Q2 2026.
Raleigh Capital Management sold 6,095 Xcel Energy shares in Q2 2026, an estimated $487K.
Xcel Energy made up 0.29% of Raleigh Capital Management's portfolio in Q2 2026, its #93 holding.
Raleigh Capital Management first reported a position in Xcel Energy in Q3 2023 and has held it in 12 quarters since.
Raleigh Capital Management's Xcel Energy position peaked at $2.18M in Q3 2025.
279 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.