Walter Public Investments’s Xcel Energy XEL Stock Holding History

Walter Public Investments’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	$4.8M	Buy	+59,786	New	+$4.77M	1.16%	36

Other funds holding XEL

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Walter Public Investments's XEL Position: Q2 2026 in Review

Walter Public Investments opened a new position in Xcel Energy (XEL) in Q2 2026: 59,786 shares worth $4.8M. The stake represents 1.16% of the portfolio and ranks #36 among its holdings.

646 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Walter Public Investments held 59,786 shares of Xcel Energy worth $4.8M as of Q2 2026.
Xcel Energy was a new Walter Public Investments position in Q2 2026.
Xcel Energy made up 1.16% of Walter Public Investments's portfolio in Q2 2026, its #36 holding.
646 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Walter Public Investments's 13F filing for Q2 2026, filed 5 Aug 2026.