Viking Fund Management’s Xcel Energy XEL Stock Holding History

Viking Fund 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	$20.9M	Hold	260,000	–	–	1.87%	11
2026 Q1	$20.7M	Buy	260,000 +70,000	+37%	+$5.49M	2.12%	9
2025 Q4	$14M	Sell	190,000 -30,000	-14%	-$2.37M	1.63%	13
2025 Q3	$17.7M	Buy	220,000 +10,000	+5%	+$723K	2.14%	9
2025 Q2	$14.3M	Buy	210,000 +50,000	+31%	+$3.47M	1.96%	8
2025 Q1	$11.3M	Hold	160,000	–	–	1.63%	11
2024 Q4	$10.8M	Sell	160,000 -2,400	-1%	-$161K	1.68%	14
2024 Q3	$10.6M	Buy	162,400 +40,000	+33%	+$2.37M	1.72%	11
2024 Q2	$6.54M	Buy	122,400 +20,000	+20%	+$1.09M	1.17%	33
2024 Q1	$5.5M	Buy	+102,400	New	+$5.85M	1%	33
2020 Q3	–	Sell	-17,000	Closed	-$1.06M	–	127
2020 Q2	$1.06M	Sell	17,000 -28,000	-62%	-$1.76M	0.39%	80
2020 Q1	$2.71M	Buy	+45,000	New	+$2.93M	1.19%	33

Other funds holding XEL

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

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

PensionDanmark Copenhagen O, Denmark $12B AUM

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Viking Fund Management's XEL Position: Q2 2026 in Review

Viking Fund Management held its Xcel Energy (XEL) position steady in Q2 2026 at 260,000 shares worth $20.9M. The position accounts for 1.87% of the portfolio, ranked #11.

Viking Fund Management first reported a position in XEL in Q1 2020 and has held it in 12 quarters since. 223 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Viking Fund Management held 260,000 shares of Xcel Energy worth $20.9M as of Q2 2026.
Viking Fund Management left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 1.87% of Viking Fund Management's portfolio in Q2 2026, its #11 holding.
Viking Fund Management first reported a position in Xcel Energy in Q1 2020 and has held it in 12 quarters since.
223 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Viking Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.