Activest Wealth Management’s Xcel Energy XEL Stock Holding History

Activest 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	–	Sell	-22	Closed	-$1.77K	–	1383
2026 Q2	$1.77K	Buy	+22	New	+$1.76K	﹤0.01%	874
2025 Q4	–	Sell	-100	Closed	-$8.06K	–	1323
2025 Q3	$8.06K	Buy	100 +8	+9%	+$579	﹤0.01%	555
2025 Q2	$6.26K	Sell	92 -2	-2%	-$139	﹤0.01%	515
2025 Q1	$6.65K	Buy	94 +90	+2,250%	+$6.13K	﹤0.01%	469
2024 Q4	$270	Buy	+4	New	+$268	﹤0.01%	604
2023 Q1	–	Sell	-105	Closed	-$7.36K	–	573
2022 Q4	$7.36K	Hold	105	–	–	﹤0.01%	328
2022 Q3	$7K	Buy	105 +58	+123%	+$4.22K	﹤0.01%	333
2022 Q2	$3K	Buy	+47	New	+$3.42K	﹤0.01%	312

Other funds holding XEL

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

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

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

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

Activest Wealth Management sold out of Xcel Energy (XEL) in Q3 2026, closing a stake of 22 shares — an estimated $1.77K sold.

Activest Wealth Management first reported a position in XEL in Q2 2022 and held it in 8 quarters. The position peaked at $8.06K in Q3 2025. 707 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

Activest Wealth Management reported no remaining Xcel Energy position as of Q3 2026 after selling out during the quarter.
Activest Wealth Management sold 22 Xcel Energy shares in Q3 2026, an estimated $1.77K.
Activest Wealth Management first reported a position in Xcel Energy in Q2 2022 and held it in 8 quarters.
Activest Wealth Management's Xcel Energy position peaked at $8.06K in Q3 2025.
707 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.