Spirit of America Management Corp’s Xcel Energy XEL Stock Holding History

Spirit of America Management Corp’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	$2.11M	Buy	26,300 +800	+3%	+$63.9K	0.4%	75
2026 Q1	$2.03M	Buy	25,500 +2,100	+9%	+$165K	0.4%	72
2025 Q4	$1.73M	Buy	23,400 +3,250	+16%	+$256K	0.37%	80
2025 Q3	$1.63M	Buy	20,150 +3,250	+19%	+$235K	0.33%	81
2025 Q2	$1.15M	Buy	16,900 +3,600	+27%	+$250K	0.24%	113
2025 Q1	$942K	Buy	13,300 +2,150	+19%	+$146K	0.19%	124
2024 Q4	$753K	Buy	11,150 +2,750	+33%	+$184K	0.15%	134
2024 Q3	$549K	Buy	8,400 +1,050	+14%	+$62.3K	0.11%	168
2024 Q2	$393K	Buy	7,350 +650	+10%	+$35.4K	0.08%	191
2024 Q1	$360K	Hold	6,700	–	–	0.07%	189
2023 Q4	$415K	Hold	6,700	–	–	0.09%	171
2023 Q3	$383K	Buy	6,700 +500	+8%	+$30.1K	0.09%	164
2023 Q2	$385K	Buy	6,200 +3,200	+107%	+$214K	0.09%	159
2023 Q1	$202K	Buy	+3,000	New	+$202K	0.05%	187
2015 Q3	–	Sell	-4,060	Closed	-$131K	–	342
2015 Q2	$131K	Buy	4,060 +1,260	+45%	+$42.4K	0.03%	299
2015 Q1	$97K	Buy	+2,800	New	+$100K	0.02%	307

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WHRC

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Spirit of America Management Corp's XEL Position: Q2 2026 in Review

Spirit of America Management Corp increased its Xcel Energy (XEL) stake by 3.1% in Q2 2026, buying an estimated $63.9K and bringing the position to 26,300 shares worth $2.11M. The position accounts for 0.4% of the portfolio, ranked #75.

Spirit of America Management Corp first reported a position in XEL in Q1 2015 and has held it in 16 quarters since. 874 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Spirit of America Management Corp held 26,300 shares of Xcel Energy worth $2.11M as of Q2 2026.
Spirit of America Management Corp bought 800 Xcel Energy shares in Q2 2026, an estimated $63.9K.
Xcel Energy made up 0.4% of Spirit of America Management Corp's portfolio in Q2 2026, its #75 holding.
Spirit of America Management Corp first reported a position in Xcel Energy in Q1 2015 and has held it in 16 quarters since.
874 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.