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Walker Asset Management’s Xcel Energy XEL Stock Holding History

Walker Asset 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 		– Sell
-2,747
Closed -$218K – 157
2026
Q1 		$218K Buy
2,747
+17
+0.6% +$1.33K 0.12% 132
2025
Q4 		$202K Buy
2,730
+18
+0.7% +$1.42K 0.11% 136
2025
Q3 		$219K Buy
+2,712
New +$196K 0.12% 126

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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Walker Asset Management's XEL Position: Q2 2026 in Review

Walker Asset Management sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 2,747 shares — an estimated $218K sold.

Walker Asset Management first reported a position in XEL in Q3 2025 and held it in 3 quarters. The position peaked at $219K in Q3 2025. 193 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Walker Asset Management reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
  • Walker Asset Management sold 2,747 Xcel Energy shares in Q2 2026, an estimated $218K.
  • Walker Asset Management first reported a position in Xcel Energy in Q3 2025 and held it in 3 quarters.
  • Walker Asset Management's Xcel Energy position peaked at $219K in Q3 2025.
  • 193 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Walker Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.