Townsend & Associates’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $946K | Hold |
12,025
| – | – | 0.08% | 69 |
|
|
2026
Q1 | $939K | Buy |
12,025
+3,539
| +42% | +$278K | 0.08% | 68 |
|
|
2025
Q4 | $640K | Hold |
8,486
| – | – | 0.06% | 75 |
|
|
2025
Q3 | $689K | Hold |
8,486
| – | – | 0.07% | 72 |
|
|
2025
Q2 | $617K | Buy |
8,486
+2,338
| +38% | +$162K | 0.06% | 75 |
|
|
2025
Q1 | $424K | Hold |
6,148
| – | – | 0.04% | 78 |
|
|
2024
Q4 | $416K | Hold |
6,148
| – | – | 0.04% | 80 |
|
|
2024
Q3 | $395K | Hold |
6,148
| – | – | 0.04% | 80 |
|
|
2024
Q2 | $353K | Hold |
6,148
| – | – | 0.04% | 82 |
|
|
2024
Q1 | $340K | Buy |
6,148
+7
| +0.1% | +$400 | 0.04% | 81 |
|
|
2023
Q4 | $358K | Buy |
6,141
+6
| +0.1% | +$360 | 0.04% | 81 |
|
|
2023
Q3 | $358K | Buy |
6,135
+6
| +0.1% | +$361 | 0.08% | 77 |
|
|
2023
Q2 | $398K | Buy |
6,129
+6
| +0.1% | +$401 | 0.1% | 97 |
|
|
2023
Q1 | $428K | Buy |
6,123
+5
| +0.1% | +$337 | 0.17% | 93 |
|
|
2022
Q4 | $420K | Buy |
6,118
+5
| +0.1% | +$333 | 0.21% | 79 |
|
|
2022
Q3 | $404K | Sell |
6,113
-18,338
| -75% | -$1.33M | 0.19% | 65 |
|
|
2022
Q2 | $1.71M | Buy |
24,451
+124
| +0.5% | +$9.02K | 0.79% | 47 |
|
|
2022
Q1 | $1.82M | Buy |
24,327
+126
| +0.5% | +$8.66K | 0.84% | 48 |
|
|
2021
Q4 | $1.67M | Buy |
24,201
+132
| +0.5% | +$8.61K | 0.91% | 48 |
|
|
2021
Q3 | $1.5M | Buy |
24,069
+122
| +0.5% | +$8.24K | 0.74% | 53 |
|
|
2021
Q2 | $1.63M | Buy |
23,947
+154
| +0.6% | +$10.7K | 0.95% | 41 |
|
|
2021
Q1 | $1.58M | Buy |
23,793
+307
| +1% | +$19.4K | 1.03% | 40 |
|
|
2020
Q4 | $1.57M | Buy |
23,486
+138
| +0.6% | +$9.62K | 1.14% | 38 |
|
|
2020
Q3 | $1.7M | Buy |
23,348
+154
| +0.7% | +$10.5K | 1.33% | 28 |
|
|
2020
Q2 | $1.45M | Buy |
23,194
+153
| +0.7% | +$9.64K | 1.22% | 43 |
|
|
2020
Q1 | $1.36M | Buy |
23,041
+143
| +0.6% | +$9.32K | 1.42% | 36 |
|
|
2019
Q4 | $1.43M | Buy |
22,898
+145
| +0.6% | +$9.07K | 1.25% | 45 |
|
|
2019
Q3 | $1.45M | Sell |
22,753
-6,151
| -21% | -$383K | 1.38% | 32 |
|
|
2019
Q2 | $1.75M | Buy |
28,904
+166
| +0.6% | +$9.54K | 1.34% | 28 |
|
|
2019
Q1 | $1.61M | Sell |
28,738
-83
| -0.3% | -$4.42K | 1.63% | 28 |
|
|
2018
Q4 | $1.42M | Sell |
28,821
-126
| -0.4% | -$6.32K | 1.63% | 27 |
|
|
2018
Q3 | $1.37M | Buy |
28,947
+182
| +0.6% | +$8.59K | 1.35% | 29 |
|
|
2018
Q2 | $1.31M | Buy |
28,765
+181
| +0.6% | +$8.11K | 1.47% | 28 |
|
|
2018
Q1 | $1.3M | Buy |
28,584
+2,843
| +11% | +$127K | 1.04% | 27 |
|
|
2017
Q4 | $1.24M | Buy |
+25,741
| New | +$1.28M | 1.06% | 30 |
|
Other funds holding XEL
WHRC
MMA
PL
ORIO
SO
Townsend & Associates's XEL Position: Q2 2026 in Review
Townsend & Associates held its Xcel Energy (XEL) position steady in Q2 2026 at 12,025 shares worth $946K. The position accounts for 0.08% of the portfolio, ranked #69.
Townsend & Associates first reported a position in XEL in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.82M in Q1 2022. 522 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- Townsend & Associates held 12,025 shares of Xcel Energy worth $946K as of Q2 2026.
- Townsend & Associates left its Xcel Energy share count unchanged in Q2 2026.
- Xcel Energy made up 0.08% of Townsend & Associates's portfolio in Q2 2026, its #69 holding.
- Townsend & Associates first reported a position in Xcel Energy in Q4 2017 and has held it in 35 quarters since.
- Townsend & Associates's Xcel Energy position peaked at $1.82M in Q1 2022.
- 522 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on Townsend & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.