Welch Group’s Xcel Energy XEL Stock Holding History

Welch Group’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	$401K	Hold	4,989	–	–	0.01%	214
2026 Q1	$396K	Sell	4,989 -290	-5%	-$22.7K	0.01%	207
2025 Q4	$390K	Hold	5,279	–	–	0.02%	209
2025 Q3	$426K	Buy	5,279 +290	+6%	+$21K	0.02%	188
2025 Q2	$340K	Hold	4,989	–	–	0.01%	199
2025 Q1	$348K	Hold	4,989	–	–	0.02%	185
2024 Q4	$337K	Hold	4,989	–	–	0.02%	190
2024 Q3	$326K	Buy	4,989 +589	+13%	+$34.9K	0.01%	195
2024 Q2	$235K	Hold	4,400	–	–	0.01%	224
2024 Q1	$237K	Hold	4,400	–	–	0.01%	198
2023 Q4	$272K	Sell	4,400 -250	-5%	-$15K	0.01%	186
2023 Q3	$266K	Sell	4,650 -3,340	-42%	-$201K	0.02%	169
2023 Q2	$497K	Hold	7,990	–	–	0.03%	108
2023 Q1	$539K	Hold	7,990	–	–	0.03%	107
2022 Q4	$560K	Hold	7,990	–	–	0.03%	108
2022 Q3	$511K	Hold	7,990	–	–	0.03%	97
2022 Q2	$565K	Hold	7,990	–	–	0.03%	98
2022 Q1	$577K	Hold	7,990	–	–	0.03%	109
2021 Q4	$541K	Hold	7,990	–	–	0.03%	120
2021 Q3	$499K	Hold	7,990	–	–	0.03%	110
2021 Q2	$526K	Sell	7,990 -250	-3%	-$17.4K	0.04%	103
2021 Q1	$548K	Hold	8,240	–	–	0.04%	101
2020 Q4	$549K	Hold	8,240	–	–	0.04%	92
2020 Q3	$569K	Hold	8,240	–	–	0.05%	85
2020 Q2	$515K	Hold	8,240	–	–	0.05%	81
2020 Q1	$497K	Hold	8,240	–	–	0.05%	79
2019 Q4	$523K	Hold	8,240	–	–	0.05%	75
2019 Q3	$535K	Hold	8,240	–	–	0.06%	72
2019 Q2	$490K	Hold	8,240	–	–	0.05%	71
2019 Q1	$463K	Hold	8,240	–	–	0.05%	73
2018 Q4	$406K	Hold	8,240	–	–	0.05%	75
2018 Q3	$389	Hold	8,240	–	–	0.04%	85
2018 Q2	$376K	Hold	8,240	–	–	0.05%	80
2018 Q1	$375K	Buy	8,240 +350	+4%	+$15.6K	0.05%	80
2017 Q4	$380K	Buy	7,890 +140	+2%	+$6.95K	0.06%	77
2017 Q3	$367K	Hold	7,750	–	–	0.06%	73
2017 Q2	$356K	Hold	7,750	–	–	0.06%	94
2017 Q1	$344K	Hold	7,750	–	–	0.06%	68
2016 Q4	$315K	Hold	7,750	–	–	0.06%	70
2016 Q3	$319K	Sell	7,750 -713	-8%	-$30.5K	0.06%	77
2016 Q2	$379K	Hold	8,463	–	–	0.08%	60
2016 Q1	$354K	Hold	8,463	–	–	0.06%	74
2015 Q4	$304K	Hold	8,463	–	–	0.05%	80
2015 Q3	$300K	Hold	8,463	–	–	0.06%	75
2015 Q2	$272K	Hold	8,463	–	–	0.05%	86
2015 Q1	$295	Hold	8,463	–	–	0.05%	79
2014 Q4	$304K	Hold	8,463	–	–	0.06%	77
2014 Q3	$257K	Hold	8,463	–	–	0.05%	80
2014 Q2	$273K	Hold	8,463	–	–	0.06%	82
2014 Q1	$257K	Hold	8,463	–	–	0.06%	75
2013 Q4	$236K	Hold	8,463	–	–	0.05%	87
2013 Q3	$234K	Hold	8,463	–	–	0.06%	83
2013 Q2	$240K	Buy	+8,463	New	+$253K	0.06%	77

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

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Welch Group's XEL Position: Q2 2026 in Review

Welch Group held its Xcel Energy (XEL) position steady in Q2 2026 at 4,989 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #214.

Welch Group first reported a position in XEL in Q2 2013 and has held it in 53 quarters since. The position peaked at $577K in Q1 2022. 468 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Welch Group held 4,989 shares of Xcel Energy worth $401K as of Q2 2026.
Welch Group left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.01% of Welch Group's portfolio in Q2 2026, its #214 holding.
Welch Group first reported a position in Xcel Energy in Q2 2013 and has held it in 53 quarters since.
Welch Group's Xcel Energy position peaked at $577K in Q1 2022.
468 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.