Wilmington Savings Fund Society’s Xcel Energy XEL Stock Holding History

Wilmington Savings Fund Society’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	$1.17M	Hold	14,631	–	–	0.03%	296
2026 Q1	$1.16M	Hold	14,631	–	–	0.03%	296
2025 Q4	$1.08M	Sell	14,631 -539	-4%	-$42.5K	0.03%	299
2025 Q3	$1.22M	Sell	15,170 -4,282	-22%	-$310K	0.03%	281
2025 Q2	$1.32M	Buy	19,452 +1,088	+6%	+$75.5K	0.02%	376
2025 Q1	$1.3M	Buy	18,364 +75	+0.4%	+$5.11K	0.02%	374
2024 Q4	$1.23M	Buy	18,289 +1,072	+6%	+$71.9K	0.02%	387
2024 Q3	$1.12M	Buy	+17,217	New	+$1.02M	0.02%	400

Other funds holding XEL

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

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

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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Wilmington Savings Fund Society's XEL Position: Q2 2026 in Review

Wilmington Savings Fund Society held its Xcel Energy (XEL) position steady in Q2 2026 at 14,631 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #296.

Wilmington Savings Fund Society first reported a position in XEL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.32M in Q2 2025. 494 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Wilmington Savings Fund Society held 14,631 shares of Xcel Energy worth $1.17M as of Q2 2026.
Wilmington Savings Fund Society left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.03% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #296 holding.
Wilmington Savings Fund Society first reported a position in Xcel Energy in Q3 2024 and has held it in 8 quarters since.
Wilmington Savings Fund Society's Xcel Energy position peaked at $1.32M in Q2 2025.
494 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.