Valley National Advisers’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 | $9.31K | Sell |
116
-21
| -15% | -$1.68K | ﹤0.01% | 631 |
|
|
2026
Q1 | $10K | Buy |
137
+21
| +18% | +$1.65K | ﹤0.01% | 610 |
|
|
2025
Q4 | $8K | Buy |
116
+3
| +3% | +$237 | ﹤0.01% | 651 |
|
|
2025
Q3 | $9K | Sell |
113
-1
| -0.9% | -$72 | ﹤0.01% | 595 |
|
|
2025
Q2 | $7K | Sell |
114
-1
| -0.9% | -$69 | ﹤0.01% | 628 |
|
|
2025
Q1 | $8K | Sell |
115
-45
| -28% | -$3.06K | ﹤0.01% | 600 |
|
|
2024
Q4 | $10K | Buy |
160
+5
| +3% | +$335 | ﹤0.01% | 548 |
|
|
2024
Q3 | $10K | Sell |
155
-95
| -38% | -$5.63K | ﹤0.01% | 525 |
|
|
2024
Q2 | $13K | Sell |
250
-70
| -22% | -$3.81K | ﹤0.01% | 584 |
|
|
2024
Q1 | $17K | Hold |
320
| – | – | ﹤0.01% | 552 |
|
|
2023
Q4 | $19K | Buy |
320
+65
| +25% | +$3.9K | ﹤0.01% | 555 |
|
|
2023
Q3 | $15K | Buy |
255
+85
| +50% | +$5.11K | ﹤0.01% | 546 |
|
|
2023
Q2 | $11K | Buy |
170
+1
| +0.6% | +$67 | ﹤0.01% | 594 |
|
|
2023
Q1 | $12K | Hold |
169
| – | – | ﹤0.01% | 571 |
|
|
2022
Q4 | $12K | Hold |
169
| – | – | ﹤0.01% | 564 |
|
|
2022
Q3 | $10K | Buy |
169
+14
| +9% | +$1.02K | ﹤0.01% | 590 |
|
|
2022
Q2 | $11K | Hold |
155
| – | – | ﹤0.01% | 561 |
|
|
2022
Q1 | $11K | Hold |
155
| – | – | ﹤0.01% | 595 |
|
|
2021
Q4 | $10K | Hold |
155
| – | – | ﹤0.01% | 611 |
|
|
2021
Q3 | $10K | Sell |
155
-44
| -22% | -$2.97K | ﹤0.01% | 584 |
|
|
2021
Q2 | $13K | Hold |
199
| – | – | ﹤0.01% | 547 |
|
|
2021
Q1 | $13K | Buy |
199
+44
| +28% | +$2.78K | ﹤0.01% | 509 |
|
|
2020
Q4 | $10K | Hold |
155
| – | – | ﹤0.01% | 528 |
|
|
2020
Q3 | $11K | Hold |
155
| – | – | ﹤0.01% | 472 |
|
|
2020
Q2 | $10K | Sell |
155
-33
| -18% | -$2.08K | ﹤0.01% | 480 |
|
|
2020
Q1 | $11K | Hold |
188
| – | – | ﹤0.01% | 460 |
|
|
2019
Q4 | $12K | Hold |
188
| – | – | ﹤0.01% | 501 |
|
|
2019
Q3 | $12K | Hold |
188
| – | – | ﹤0.01% | 490 |
|
|
2019
Q2 | $11K | Hold |
188
| – | – | ﹤0.01% | 472 |
|
|
2019
Q1 | $11K | Hold |
188
| – | – | ﹤0.01% | 474 |
|
|
2018
Q4 | $9K | Hold |
188
| – | – | ﹤0.01% | 467 |
|
|
2018
Q3 | $9K | Hold |
188
| – | – | ﹤0.01% | 448 |
|
|
2018
Q2 | $9K | Buy |
188
+33
| +21% | +$1.48K | ﹤0.01% | 432 |
|
|
2018
Q1 | $7K | Hold |
155
| – | – | ﹤0.01% | 441 |
|
|
2017
Q4 | $7K | Hold |
155
| – | – | ﹤0.01% | 452 |
|
|
2017
Q3 | $7K | Hold |
155
| – | – | ﹤0.01% | 451 |
|
|
2017
Q2 | $7K | Hold |
155
| – | – | ﹤0.01% | 449 |
|
|
2017
Q1 | $7K | Hold |
155
| – | – | ﹤0.01% | 459 |
|
|
2016
Q4 | $6K | Sell |
155
-147
| -49% | -$5.88K | ﹤0.01% | 470 |
|
|
2016
Q3 | $12K | Buy |
302
+147
| +95% | +$6.29K | 0.01% | 365 |
|
|
2016
Q2 | $7K | Buy |
+155
| New | +$6.41K | ﹤0.01% | 429 |
|
Other funds holding XEL
Valley National Advisers's XEL Position: Q2 2026 in Review
Valley National Advisers reduced its Xcel Energy (XEL) stake by 15% in Q2 2026, selling an estimated $1.68K and leaving 116 shares worth $9.31K. The position accounts for ﹤0.01% of the portfolio, ranked #631.
Valley National Advisers first reported a position in XEL in Q2 2016 and has held it in 41 quarters since. The position peaked at $19K in Q4 2023. 1,292 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- Valley National Advisers held 116 shares of Xcel Energy worth $9.31K as of Q2 2026.
- Valley National Advisers sold 21 Xcel Energy shares in Q2 2026, an estimated $1.68K.
- Xcel Energy made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #631 holding.
- Valley National Advisers first reported a position in Xcel Energy in Q2 2016 and has held it in 41 quarters since.
- Valley National Advisers's Xcel Energy position peaked at $19K in Q4 2023.
- 1,292 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.