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Trilogy Capital’s Xcel Energy XEL Stock Holding History

Trilogy Capital’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 		$272K Buy
+3,382
New +$270K 0.01% 347
2018
Q1 		– Sell
-11,715
Closed -$564K – 510
2017
Q4 		$564K Buy
+11,715
New +$581K 0.09% 71

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

Trilogy Capital's XEL Position: Q2 2026 in Review

Trilogy Capital opened a new position in Xcel Energy (XEL) in Q2 2026: 3,382 shares worth $272K. The stake represents 0.01% of the portfolio and ranks #347 among its holdings. This is a return to the name: Trilogy Capital previously reported a position in XEL as recently as Q4 2017.

Trilogy Capital first reported a position in XEL in Q4 2017 and has held it in 2 quarters since. The position peaked at $564K in Q4 2017. 193 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Trilogy Capital held 3,382 shares of Xcel Energy worth $272K as of Q2 2026.
  • Xcel Energy was a new Trilogy Capital position in Q2 2026.
  • Xcel Energy made up 0.01% of Trilogy Capital's portfolio in Q2 2026, its #347 holding.
  • Trilogy Capital first reported a position in Xcel Energy in Q4 2017 and has held it in 2 quarters since.
  • Trilogy Capital's Xcel Energy position peaked at $564K in Q4 2017.
  • 193 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.