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Yousif Capital Management’s Xcel Energy XEL Stock Holding History

Yousif Capital Management’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 		$6.29M Sell
78,296
-2,475
-3% -$198K 0.07% 265
2026
Q1 		$6.42M Sell
80,771
-1,602
-2% -$126K 0.08% 246
2025
Q4 		$6.28M Sell
82,373
-4,557
-5% -$359K 0.07% 257
2025
Q3 		$7.01M Sell
86,930
-2,960
-3% -$214K 0.07% 241
2025
Q2 		$6.12M Buy
89,890
+12,087
+16% +$838K 0.07% 272
2025
Q1 		$5.51M Sell
77,803
-896
-1% -$61K 0.06% 288
2024
Q4 		$5.31M Buy
78,699
+67
+0.1% +$4.49K 0.06% 305
2024
Q3 		$5.13M Sell
78,632
-984
-1% -$58.4K 0.06% 324
2024
Q2 		$4.25M Sell
79,616
-13,768
-15% -$749K 0.05% 378
2024
Q1 		$5.02M Sell
93,384
-1,595
-2% -$91.1K 0.06% 345
2023
Q4 		$5.88M Sell
94,979
-3,706
-4% -$222K 0.07% 281
2023
Q3 		$5.65M Sell
98,685
-1,330
-1% -$79.9K 0.07% 271
2023
Q2 		$6.22M Buy
100,015
+1,025
+1% +$68.4K 0.08% 251
2023
Q1 		$6.68M Sell
98,990
-5,124
-5% -$346K 0.09% 218
2022
Q4 		$7.3M Buy
104,114
+2,146
+2% +$143K 0.1% 204
2022
Q3 		$6.53M Sell
101,968
-143
-0.1% -$10.4K 0.09% 208
2022
Q2 		$7.22M Sell
102,111
-2,235
-2% -$163K 0.1% 202
2022
Q1 		$7.53M Sell
104,346
-767
-0.7% -$52.7K 0.08% 228
2021
Q4 		$7.12M Buy
+105,113
New +$6.85M 0.07% 255

Other funds holding XEL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PL
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Yousif Capital Management's XEL Position: Q2 2026 in Review

Yousif Capital Management reduced its Xcel Energy (XEL) stake by 3.1% in Q2 2026, selling an estimated $198K and leaving 78,296 shares worth $6.29M. The position accounts for 0.07% of the portfolio, ranked #265.

Yousif Capital Management first reported a position in XEL in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.53M in Q1 2022. 286 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Yousif Capital Management held 78,296 shares of Xcel Energy worth $6.29M as of Q2 2026.
  • Yousif Capital Management sold 2,475 Xcel Energy shares in Q2 2026, an estimated $198K.
  • Xcel Energy made up 0.07% of Yousif Capital Management's portfolio in Q2 2026, its #265 holding.
  • Yousif Capital Management first reported a position in Xcel Energy in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Xcel Energy position peaked at $7.53M in Q1 2022.
  • 286 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.