Accurate Wealth Management’s Xcel Energy XEL Stock Holding History

Accurate 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	$1.19M	Sell	15,922 -53	-0.3%	-$4.08K	0.1%	201
2026 Q2	$1.28M	Buy	15,975 +269	+2%	+$21.5K	0.12%	181
2026 Q1	$1.29M	Buy	15,706 +12,746	+431%	+$1000K	0.16%	147
2025 Q4	$220K	Buy	2,960 +15	+0.5%	+$1.18K	0.03%	474
2025 Q3	$238K	Buy	+2,945	New	+$213K	0.03%	444
2023 Q1	–	Sell	-1,038	Closed	-$74.8K	–	1486
2022 Q4	$74.8K	Buy	+1,038	New	+$69.1K	0.03%	368

Other funds holding XEL

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Accurate Wealth Management reduced its Xcel Energy (XEL) stake by 0.33% in Q3 2026, selling an estimated $4.08K and leaving 15,922 shares worth $1.19M. The position accounts for 0.1% of the portfolio, ranked #201.

Accurate Wealth Management first reported a position in XEL in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.29M in Q1 2026. 1,050 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

Accurate Wealth Management held 15,922 shares of Xcel Energy worth $1.19M as of Q3 2026.
Accurate Wealth Management sold 53 Xcel Energy shares in Q3 2026, an estimated $4.08K.
Xcel Energy made up 0.1% of Accurate Wealth Management's portfolio in Q3 2026, its #201 holding.
Accurate Wealth Management first reported a position in Xcel Energy in Q4 2022 and has held it in 6 quarters since.
Accurate Wealth Management's Xcel Energy position peaked at $1.29M in Q1 2026.
1,050 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.