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Vision Financial Markets’s Xcel Energy XEL Stock Holding History

Vision Financial Markets’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 		$89.1K Hold
1,110
– – 0.08% 110
2026
Q1 		$88.2K Hold
1,110
– – 0.09% 94
2025
Q4 		$82K Hold
1,110
– – 0.08% 92
2025
Q3 		$89.5K Hold
1,110
– – 0.08% 99
2025
Q2 		$75.6K Hold
1,110
– – 0.07% 107
2025
Q1 		$78.6K Hold
1,110
– – 0.09% 96
2024
Q4 		$74.9K Buy
+1,110
New +$74.5K 0.08% 94

Other funds holding XEL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Vision Financial Markets's XEL Position: Q2 2026 in Review

Vision Financial Markets held its Xcel Energy (XEL) position steady in Q2 2026 at 1,110 shares worth $89.1K. The position accounts for 0.08% of the portfolio, ranked #110.

Vision Financial Markets first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $89.5K in Q3 2025. 438 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Vision Financial Markets held 1,110 shares of Xcel Energy worth $89.1K as of Q2 2026.
  • Vision Financial Markets left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.08% of Vision Financial Markets's portfolio in Q2 2026, its #110 holding.
  • Vision Financial Markets first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
  • Vision Financial Markets's Xcel Energy position peaked at $89.5K in Q3 2025.
  • 438 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.