Accel Wealth Management
XEL icon

Accel Wealth Management’s Xcel Energy XEL Stock Holding History

Accel Wealth 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
Q3 		$206K Sell
2,924
-27
-0.9% -$2.08K 0.04% 294
2026
Q2 		$237K Sell
2,951
-100
-3% -$7.98K 0.05% 262
2026
Q1 		$242K Sell
3,051
-567
-16% -$44.5K 0.06% 237
2025
Q4 		$267K Sell
3,618
-278
-7% -$21.9K 0.07% 217
2025
Q3 		$314K Buy
3,896
+326
+9% +$23.6K 0.09% 200
2025
Q2 		$243K Buy
3,570
+245
+7% +$17K 0.08% 218
2025
Q1 		$235K Sell
3,325
-387
-10% -$26.3K 0.09% 215
2024
Q4 		$251K Buy
3,712
+23
+0.6% +$1.54K 0.1% 205
2024
Q3 		$241K Buy
+3,689
New +$219K 0.09% 208
2024
Q1 		– Sell
-3,810
Closed -$236K – 236
2023
Q4 		$236K Buy
3,810
+37
+1% +$2.22K 0.12% 165
2023
Q3 		$216K Buy
3,773
+4
+0.1% +$240 0.12% 154
2023
Q2 		$234K Sell
3,769
-45
-1% -$3K 0.13% 148
2023
Q1 		$257K Buy
3,814
+18
+0.5% +$1.22K 0.11% 180
2022
Q4 		$266K Sell
3,796
-55
-1% -$3.66K 0.13% 130
2022
Q3 		$256K Buy
3,851
+19
+0.5% +$1.38K 0.14% 140
2022
Q2 		$268K Buy
3,832
+17
+0.4% +$1.24K 0.15% 125
2022
Q1 		$278K Buy
3,815
+17
+0.4% +$1.17K 0.14% 122
2021
Q4 		$257K Buy
3,798
+18
+0.5% +$1.17K 0.13% 130
2021
Q3 		$236K Buy
3,780
+18
+0.5% +$1.22K 0.15% 116
2021
Q2 		$248K Buy
3,762
+13
+0.3% +$905 0.16% 120
2021
Q1 		$249K Buy
3,749
+14
+0.4% +$885 0.2% 105
2020
Q4 		$249K Buy
+3,735
New +$260K 0.23% 90

Other funds holding XEL

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
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
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Viking Fund Management
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

Accel Wealth Management's XEL Position: Q3 2026 in Review

Accel Wealth Management reduced its Xcel Energy (XEL) stake by 0.91% in Q3 2026, selling an estimated $2.08K and leaving 2,924 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #294.

Accel Wealth Management first reported a position in XEL in Q4 2020 and has held it in 22 quarters since. The position peaked at $314K in Q3 2025. 364 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Accel Wealth Management held 2,924 shares of Xcel Energy worth $206K as of Q3 2026.
  • Accel Wealth Management sold 27 Xcel Energy shares in Q3 2026, an estimated $2.08K.
  • Xcel Energy made up 0.04% of Accel Wealth Management's portfolio in Q3 2026, its #294 holding.
  • Accel Wealth Management first reported a position in Xcel Energy in Q4 2020 and has held it in 22 quarters since.
  • Accel Wealth Management's Xcel Energy position peaked at $314K in Q3 2025.
  • 364 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.