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STACKSTONE WEALTH, LLC’s Xcel Energy XEL Stock Holding History

STACKSTONE WEALTH, LLC’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
Q3 		$240K Buy
+3,406
New +$262K 0.02% 305

Other funds holding XEL

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

STACKSTONE WEALTH, LLC's XEL Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Xcel Energy (XEL) in Q3 2026: 3,406 shares worth $240K. The stake represents 0.02% of the portfolio and ranks #305 among its holdings.

189 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • STACKSTONE WEALTH, LLC held 3,406 shares of Xcel Energy worth $240K as of Q3 2026.
  • Xcel Energy was a new STACKSTONE WEALTH, LLC position in Q3 2026.
  • Xcel Energy made up 0.02% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #305 holding.
  • 189 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.