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Triumph Capital Management’s Xcel Energy XEL Stock Holding History

Triumph Capital 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 		$335K Buy
4,176
+9
+0.2% +$718 0.06% 282
2026
Q1 		$333K Buy
4,167
+85
+2% +$6.67K 0.07% 253
2025
Q4 		$301K Buy
4,082
+10
+0.2% +$789 0.07% 251
2025
Q3 		$328K Buy
4,072
+70
+2% +$5.06K 0.09% 232
2025
Q2 		$273K Hold
4,002
– – 0.08% 237
2025
Q1 		$283K Sell
4,002
-90
-2% -$6.13K 0.09% 221
2024
Q4 		$276K Sell
4,092
-1,040
-20% -$69.8K 0.09% 224
2024
Q3 		$338K Sell
5,132
-7,210
-58% -$428K 0.12% 187
2024
Q2 		$659K Buy
12,342
+7,706
+166% +$419K 0.26% 92
2024
Q1 		$247K Buy
4,636
+617
+15% +$35.2K 0.1% 185
2023
Q4 		$249K Sell
4,019
-195
-5% -$11.7K 0.11% 173
2023
Q3 		$243K Buy
4,214
+624
+17% +$37.5K 0.11% 184
2023
Q2 		$223K Buy
3,590
+100
+3% +$6.68K 0.1% 188
2023
Q1 		$235K Sell
3,490
-235
-6% -$15.9K 0.12% 158
2022
Q4 		$261K Sell
3,725
-200
-5% -$13.3K 0.14% 162
2022
Q3 		$251K Sell
3,925
-49
-1% -$3.57K 0.14% 155
2022
Q2 		$281K Hold
3,974
– – 0.15% 149
2022
Q1 		$287K Sell
3,974
-14,794
-79% -$1.02M 0.12% 167
2021
Q4 		$1.27M Sell
18,768
-1,150
-6% -$75K 0.55% 41
2021
Q3 		$1.25M Sell
19,918
-697
-3% -$47.1K 0.59% 36
2021
Q2 		$1.4M Buy
+20,615
New +$1.44M 0.82% 23

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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Triumph Capital Management's XEL Position: Q2 2026 in Review

Triumph Capital Management increased its Xcel Energy (XEL) stake by 0.22% in Q2 2026, buying an estimated $718 and bringing the position to 4,176 shares worth $335K. The position accounts for 0.06% of the portfolio, ranked #282.

Triumph Capital Management first reported a position in XEL in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.4M in Q2 2021. 258 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Triumph Capital Management held 4,176 shares of Xcel Energy worth $335K as of Q2 2026.
  • Triumph Capital Management bought 9 Xcel Energy shares in Q2 2026, an estimated $718.
  • Xcel Energy made up 0.06% of Triumph Capital Management's portfolio in Q2 2026, its #282 holding.
  • Triumph Capital Management first reported a position in Xcel Energy in Q2 2021 and has held it in 21 quarters since.
  • Triumph Capital Management's Xcel Energy position peaked at $1.4M in Q2 2021.
  • 258 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.