RFM
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Royal Fund Management’s Xcel Energy XEL Stock Holding History

Royal Fund 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 		$1.96M Buy
24,368
+588
+2% +$46.9K 0.16% 145
2026
Q1 		$1.89M Sell
23,780
-23,994
-50% -$1.88M 0.18% 143
2025
Q4 		$3.53M Buy
47,774
+29,425
+160% +$2.32M 0.32% 97
2025
Q3 		$1.48M Sell
18,349
-5,347
-23% -$387K 0.18% 135
2025
Q2 		$1.61M Sell
23,696
-217
-0.9% -$15K 0.16% 158
2025
Q1 		$1.69M Sell
23,913
-16,031
-40% -$1.09M 0.19% 148
2024
Q4 		$2.7M Buy
39,944
+3,108
+8% +$208K 0.25% 116
2024
Q3 		$2.41M Buy
36,836
+18,144
+97% +$1.08M 0.14% 147
2024
Q2 		$998K Buy
+18,692
New +$1.02M 0.08% 192
2020
Q2 		– Sell
-1,375
Closed -$82K – 583
2020
Q1 		$82K Buy
1,375
+1,033
+302% +$67.3K 0.03% 198
2019
Q4 		$21K Buy
342
+1
+0.3% +$63 0.01% 335
2019
Q3 		$22K Buy
341
+3
+0.9% +$187 0.01% 316
2019
Q2 		$20K Buy
338
+3
+0.9% +$172 0.01% 324
2019
Q1 		$18K Buy
335
+2
+0.6% +$106 0.01% 317
2018
Q4 		$16K Buy
333
+2
+0.6% +$100 0.01% 296
2018
Q3 		$15K Sell
331
-875
-73% -$41.3K ﹤0.01% 300
2018
Q2 		$55K Hold
1,206
– – 0.02% 184
2018
Q1 		$54K Hold
1,206
– – 0.02% 189
2017
Q4 		$58K Hold
1,206
– – 0.02% 200
2017
Q3 		$57K Buy
1,206
+878
+268% +$42.1K 0.02% 162
2017
Q2 		$15K Hold
328
– – 0.01% 245
2017
Q1 		$14K Hold
328
– – 0.01% 246
2016
Q4 		$13K Buy
+328
New +$13.1K 0.01% 239

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

Royal Fund Management's XEL Position: Q2 2026 in Review

Royal Fund Management increased its Xcel Energy (XEL) stake by 2.5% in Q2 2026, buying an estimated $46.9K and bringing the position to 24,368 shares worth $1.96M. The position accounts for 0.16% of the portfolio, ranked #145.

Royal Fund Management first reported a position in XEL in Q4 2016 and has held it in 23 quarters since. The position peaked at $3.53M in Q4 2025. 226 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Royal Fund Management held 24,368 shares of Xcel Energy worth $1.96M as of Q2 2026.
  • Royal Fund Management bought 588 Xcel Energy shares in Q2 2026, an estimated $46.9K.
  • Xcel Energy made up 0.16% of Royal Fund Management's portfolio in Q2 2026, its #145 holding.
  • Royal Fund Management first reported a position in Xcel Energy in Q4 2016 and has held it in 23 quarters since.
  • Royal Fund Management's Xcel Energy position peaked at $3.53M in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.