Wedmont Private Capital’s Xcel Energy XEL Stock Holding History

Wedmont Private Capital’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	$767K	Buy	9,575 +539	+6%	+$43K	0.02%	417
2026 Q1	$736K	Buy	9,036 +128	+1%	+$10K	0.02%	384
2025 Q4	$652K	Sell	8,908 -121	-1%	-$9.54K	0.02%	389
2025 Q3	$739K	Buy	9,029 +544	+6%	+$39.4K	0.03%	338
2025 Q2	$576K	Buy	8,485 +349	+4%	+$24.2K	0.02%	393
2025 Q1	$566K	Buy	8,136 +719	+10%	+$48.9K	0.03%	349
2024 Q4	$470K	Buy	7,417 +1,953	+36%	+$131K	0.02%	397
2024 Q3	$344K	Buy	5,464 +484	+10%	+$28.7K	0.02%	475
2024 Q2	$270K	Buy	4,980 +1,030	+26%	+$56K	0.02%	529
2024 Q1	$215K	Sell	3,950 -1,288	-25%	-$73.5K	0.02%	550
2023 Q4	$333K	Buy	+5,238	New	+$314K	0.03%	396
2023 Q3	–	Sell	-4,116	Closed	-$265K	–	536
2023 Q2	$265K	Buy	+4,116	New	+$275K	0.03%	415

Other funds holding XEL

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

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Wedmont Private Capital's XEL Position: Q2 2026 in Review

Wedmont Private Capital increased its Xcel Energy (XEL) stake by 6% in Q2 2026, buying an estimated $43K and bringing the position to 9,575 shares worth $767K. The position accounts for 0.02% of the portfolio, ranked #417.

Wedmont Private Capital first reported a position in XEL in Q2 2023 and has held it in 12 quarters since. 353 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Wedmont Private Capital held 9,575 shares of Xcel Energy worth $767K as of Q2 2026.
Wedmont Private Capital bought 539 Xcel Energy shares in Q2 2026, an estimated $43K.
Xcel Energy made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #417 holding.
Wedmont Private Capital first reported a position in Xcel Energy in Q2 2023 and has held it in 12 quarters since.
353 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.