Salem Investment Counselors’s Xcel Energy XEL Stock Holding History

Salem Investment Counselors’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	$73.8K	Sell	912 -21	-2%	-$1.68K	﹤0.01%	549
2026 Q1	$74.7K	Buy	+933	New	+$73.2K	﹤0.01%	524
2025 Q4	–	Sell	-933	Closed	-$75.8K	–	1160
2025 Q3	$75.8K	Buy	933 +46	+5%	+$3.33K	﹤0.01%	521
2025 Q2	$60.9K	Hold	887	–	–	﹤0.01%	544
2025 Q1	$63.3K	Hold	887	–	–	﹤0.01%	535
2024 Q4	$59.9K	Hold	887	–	–	﹤0.01%	545
2024 Q3	$58.4K	Hold	887	–	–	﹤0.01%	552
2024 Q2	$47.9K	Buy	887 +825	+1,331%	+$44.9K	﹤0.01%	563
2024 Q1	$3.37K	Buy	+62	New	+$3.54K	﹤0.01%	981
2023 Q1	–	Sell	-155	Closed	-$10.9K	–	1164
2022 Q4	$10.9K	Buy	+155	New	+$10.3K	﹤0.01%	762
2021 Q1	–	Sell	-78	Closed	-$5K	–	932
2020 Q4	$5K	Buy	+78	New	+$5.43K	﹤0.01%	711

Other funds holding XEL

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Salem Investment Counselors's XEL Position: Q2 2026 in Review

Salem Investment Counselors reduced its Xcel Energy (XEL) stake by 2.3% in Q2 2026, selling an estimated $1.68K and leaving 912 shares worth $73.8K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Salem Investment Counselors first reported a position in XEL in Q4 2020 and has held it in 11 quarters since. The position peaked at $75.8K in Q3 2025. 539 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Salem Investment Counselors held 912 shares of Xcel Energy worth $73.8K as of Q2 2026.
Salem Investment Counselors sold 21 Xcel Energy shares in Q2 2026, an estimated $1.68K.
Xcel Energy made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #549 holding.
Salem Investment Counselors first reported a position in Xcel Energy in Q4 2020 and has held it in 11 quarters since.
Salem Investment Counselors's Xcel Energy position peaked at $75.8K in Q3 2025.
539 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.