WestEnd Advisors’s Xcel Energy XEL Stock Holding History

WestEnd Advisors’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	$2.33K	Buy	29 +4	+16%	+$319	﹤0.01%	173
2026 Q1	$1.99K	Hold	25	–	–	﹤0.01%	157
2025 Q4	$1.85K	Sell	25 -2	-7%	-$158	﹤0.01%	169
2025 Q3	$2.18K	Buy	+27	New	+$1.95K	﹤0.01%	150
2024 Q4	–	Sell	-7	Closed	-$457	–	408
2024 Q3	$457	Hold	7	–	–	﹤0.01%	185
2024 Q2	$374	Sell	7 -2	-22%	-$109	﹤0.01%	187
2024 Q1	$484	Hold	9	–	–	﹤0.01%	153
2023 Q4	$557	Sell	9 -5	-36%	-$300	﹤0.01%	149
2023 Q3	$801	Buy	+14	New	+$841	﹤0.01%	121
2023 Q1	–	Sell	-12	Closed	-$810	–	119
2022 Q4	$841	Buy	12 +3	+33%	+$200	﹤0.01%	108
2022 Q3	$1K	Buy	9 +3	+50%	+$218	﹤0.01%	135
2022 Q2	$424	Buy	+6	New	+$437	﹤0.01%	145

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

WestEnd Advisors's XEL Position: Q2 2026 in Review

WestEnd Advisors increased its Xcel Energy (XEL) stake by 16% in Q2 2026, buying an estimated $319 and bringing the position to 29 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #173.

WestEnd Advisors first reported a position in XEL in Q2 2022 and has held it in 12 quarters since. 353 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

WestEnd Advisors held 29 shares of Xcel Energy worth $2.33K as of Q2 2026.
WestEnd Advisors bought 4 Xcel Energy shares in Q2 2026, an estimated $319.
Xcel Energy made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #173 holding.
WestEnd Advisors first reported a position in Xcel Energy in Q2 2022 and has held it in 12 quarters since.
353 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.