Sumitomo Mitsui DS Asset Management’s Xcel Energy XEL Stock Holding History

Sumitomo Mitsui DS 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	$7.77M	Buy	96,823 +10,389	+12%	+$829K	0.05%	263
2026 Q1	$6.87M	Buy	86,434 +1,261	+1%	+$98.9K	0.06%	258
2025 Q4	$6.29M	Sell	85,173 -4	-0%	-$315	0.05%	263
2025 Q3	$6.87M	Buy	85,177 +1,494	+2%	+$108K	0.06%	253
2025 Q2	$5.7M	Buy	83,683 +4,790	+6%	+$332K	0.05%	276
2025 Q1	$5.58M	Buy	78,893 +1,047	+1%	+$71.3K	0.06%	259
2024 Q4	$5.26M	Buy	77,846 +6,592	+9%	+$442K	0.05%	270
2024 Q3	$4.65M	Buy	71,254 +163	+0.2%	+$9.67K	0.05%	285
2024 Q2	$3.8M	Sell	71,091 -2,464	-3%	-$134K	0.04%	311
2024 Q1	$3.95M	Buy	73,555 +4,903	+7%	+$280K	0.05%	298
2023 Q4	$4.25M	Buy	68,652 +579	+0.9%	+$34.7K	0.06%	289
2023 Q3	$3.9M	Sell	68,073 -131	-0.2%	-$7.87K	0.06%	265
2023 Q2	$4.24M	Buy	68,204 +12,442	+22%	+$831K	0.07%	241
2023 Q1	$3.76M	Buy	55,762 +653	+1%	+$44.1K	0.07%	238
2022 Q4	$3.86M	Buy	55,109 +3,991	+8%	+$266K	0.08%	210
2022 Q3	$3.27M	Buy	51,118 +3,106	+6%	+$226K	0.07%	218
2022 Q2	$3.4M	Buy	48,012 +2,247	+5%	+$163K	0.08%	208
2022 Q1	$3.3M	Sell	45,765 -20,424	-31%	-$1.4M	0.07%	235
2021 Q4	$4.48M	Sell	66,189 -2,549	-4%	-$166K	0.09%	194
2021 Q3	$4.3M	Sell	68,738 -221	-0.3%	-$14.9K	0.1%	184
2021 Q2	$4.54M	Buy	68,959 +525	+0.8%	+$36.5K	0.11%	176
2021 Q1	$4.55M	Buy	68,434 +2,279	+3%	+$144K	0.12%	171
2020 Q4	$4.41M	Sell	66,155 -1,276	-2%	-$88.9K	0.13%	160
2020 Q3	$4.65M	Buy	67,431 +26,526	+65%	+$1.81M	0.15%	128
2020 Q2	$2.56M	Buy	40,905 +183	+0.4%	+$11.5K	0.09%	190
2020 Q1	$2.46M	Buy	40,722 +1,182	+3%	+$77K	0.1%	181
2019 Q4	$2.51M	Sell	39,540 -145	-0.4%	-$9.07K	0.09%	230
2019 Q3	$2.58M	Buy	39,685 +3,680	+10%	+$229K	0.1%	215
2019 Q2	$2.14M	Sell	36,005 -7,409	-17%	-$426K	0.09%	232
2019 Q1	$2.44M	Buy	43,414 +2,825	+7%	+$150K	0.04%	321
2018 Q4	$2M	Sell	40,589 -2,050	-5%	-$103K	0.04%	318
2018 Q3	$2.01M	Sell	42,639 -157	-0.4%	-$7.41K	0.03%	362
2018 Q2	$1.95M	Buy	42,796 +648	+2%	+$29K	0.03%	363
2018 Q1	$1.92M	Buy	42,148 +6,101	+17%	+$272K	0.03%	373
2017 Q4	$1.73M	Sell	36,047 -2,563	-7%	-$127K	0.03%	397
2017 Q3	$1.83M	Sell	38,610 -1,479	-4%	-$71K	0.03%	351
2017 Q2	$1.84M	Sell	40,089 -2,276	-5%	-$105K	0.03%	362
2017 Q1	$1.88M	Buy	42,365 +4,329	+11%	+$183K	0.03%	355
2016 Q4	$1.55M	Sell	38,036 -720	-2%	-$28.8K	0.03%	359
2016 Q3	$1.59M	Sell	38,756 -113	-0.3%	-$4.83K	0.03%	352
2016 Q2	$1.74M	Buy	38,869 +630	+2%	+$26.1K	0.05%	289
2016 Q1	$1.6M	Buy	38,239 +621	+2%	+$24.2K	0.05%	293
2015 Q4	$1.35M	Sell	37,618 -107	-0.3%	-$3.82K	0.05%	311
2015 Q3	$1.33M	Sell	37,725 -65,917	-64%	-$2.24M	0.05%	328
2015 Q2	$3.33M	Sell	103,642 -10,354	-9%	-$348K	0.11%	203
2015 Q1	$3.97M	Sell	113,996 -5,583	-5%	-$200K	0.12%	187
2014 Q4	$4.29M	Sell	119,579 -2,680	-2%	-$90K	0.13%	171
2014 Q3	$3.72M	Sell	122,259 -10,165	-8%	-$318K	0.11%	189
2014 Q2	$4.27M	Sell	132,424 -88,049	-40%	-$2.73M	0.12%	182
2014 Q1	$6.69M	Sell	220,473 -8,576	-4%	-$250K	0.2%	120
2013 Q4	$6.4M	Sell	229,049 -121,718	-35%	-$3.44M	0.18%	129
2013 Q3	$9.68M	Sell	350,767 -79,746	-19%	-$2.28M	0.28%	84
2013 Q2	$12.2M	Buy	+430,513	New	+$12.9M	0.34%	70

Other funds holding XEL

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Sumitomo Mitsui DS Asset Management's XEL Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management increased its Xcel Energy (XEL) stake by 12% in Q2 2026, buying an estimated $829K and bringing the position to 96,823 shares worth $7.77M. The position accounts for 0.05% of the portfolio, ranked #263.

Sumitomo Mitsui DS Asset Management first reported a position in XEL in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.2M in Q2 2013. 353 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Sumitomo Mitsui DS Asset Management held 96,823 shares of Xcel Energy worth $7.77M as of Q2 2026.
Sumitomo Mitsui DS Asset Management bought 10,389 Xcel Energy shares in Q2 2026, an estimated $829K.
Xcel Energy made up 0.05% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #263 holding.
Sumitomo Mitsui DS Asset Management first reported a position in Xcel Energy in Q2 2013 and has held it in 53 quarters since.
Sumitomo Mitsui DS Asset Management's Xcel Energy position peaked at $12.2M in Q2 2013.
353 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.