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WPG Advisers’s Xcel Energy XEL Stock Holding History

WPG Advisers’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 		$2.57K Hold
32
– – ﹤0.01% 1139
2026
Q1 		$2.54K Hold
32
– – ﹤0.01% 1034
2025
Q4 		$2.36K Hold
32
– – ﹤0.01% 1098
2025
Q3 		$2.58K Hold
32
– – ﹤0.01% 1074
2025
Q2 		$2.18K Hold
32
– – ﹤0.01% 1102
2025
Q1 		$2.27K Sell
32
-43
-57% -$2.93K ﹤0.01% 1090
2024
Q4 		$5.06K Buy
+75
New +$5.03K ﹤0.01% 814

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

WPG Advisers's XEL Position: Q2 2026 in Review

WPG Advisers held its Xcel Energy (XEL) position steady in Q2 2026 at 32 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

WPG Advisers first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.06K in Q4 2024. 745 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • WPG Advisers held 32 shares of Xcel Energy worth $2.57K as of Q2 2026.
  • WPG Advisers left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1139 holding.
  • WPG Advisers first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Xcel Energy position peaked at $5.06K in Q4 2024.
  • 745 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.