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Trust Point Inc’s Xcel Energy XEL Stock Holding History

Trust Point Inc’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 		$770K Sell
9,589
-585
-6% -$46.7K 0.07% 150
2026
Q1 		$808K Sell
10,174
-747
-7% -$58.6K 0.07% 156
2025
Q4 		$807K Sell
10,921
-87
-0.8% -$6.86K 0.06% 151
2025
Q3 		$888K Buy
11,008
+766
+7% +$55.4K 0.07% 137
2025
Q2 		$697K Buy
10,242
+331
+3% +$23K 0.07% 139
2025
Q1 		$702K Sell
9,911
-309
-3% -$21K 0.06% 168
2024
Q4 		$690K Buy
10,220
+2,713
+36% +$182K 0.05% 223
2024
Q3 		$490K Sell
7,507
-176
-2% -$10.4K 0.04% 284
2024
Q2 		$410K Sell
7,683
-545
-7% -$29.6K 0.03% 306
2024
Q1 		$442K Buy
8,228
+773
+10% +$44.1K 0.03% 313
2023
Q4 		$462K Buy
+7,455
New +$447K 0.04% 294

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Trust Point Inc's XEL Position: Q2 2026 in Review

Trust Point Inc reduced its Xcel Energy (XEL) stake by 5.7% in Q2 2026, selling an estimated $46.7K and leaving 9,589 shares worth $770K. The position accounts for 0.07% of the portfolio, ranked #150.

Trust Point Inc first reported a position in XEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $888K in Q3 2025. 306 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Trust Point Inc held 9,589 shares of Xcel Energy worth $770K as of Q2 2026.
  • Trust Point Inc sold 585 Xcel Energy shares in Q2 2026, an estimated $46.7K.
  • Xcel Energy made up 0.07% of Trust Point Inc's portfolio in Q2 2026, its #150 holding.
  • Trust Point Inc first reported a position in Xcel Energy in Q4 2023 and has held it in 11 quarters since.
  • Trust Point Inc's Xcel Energy position peaked at $888K in Q3 2025.
  • 306 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.