Advocate Group
XEL icon

Advocate Group’s Xcel Energy XEL Stock Holding History

Advocate Group’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 		$8.67M Buy
122,974
+28,728
+30% +$2.21M 1.34% 30
2026
Q2 		$7.57M Buy
94,246
+21,369
+29% +$1.71M 1.14% 39
2026
Q1 		$5.79M Buy
72,877
+7,699
+12% +$604K 0.91% 50
2025
Q4 		$4.81M Buy
65,178
+61,989
+1,944% +$4.89M 0.78% 55
2025
Q3 		$257K Buy
+3,189
New +$231K 0.04% 113
2025
Q2 		– Sell
-2,877
Closed -$204K – 124
2025
Q1 		$204K Buy
+2,877
New +$196K 0.04% 112
2024
Q1 		– Sell
-13,320
Closed -$825K – 125
2023
Q4 		$825K Sell
13,320
-133
-1% -$7.98K 0.18% 82
2023
Q3 		$770K Sell
13,453
-1,569
-10% -$94.3K 0.18% 83
2023
Q2 		$934K Buy
15,022
+244
+2% +$16.3K 0.21% 80
2023
Q1 		$997K Sell
14,778
-156
-1% -$10.5K 0.22% 78
2022
Q4 		$1.05M Buy
14,934
+1,353
+10% +$90K 0.23% 77
2022
Q3 		$869K Hold
13,581
– – 0.21% 75
2022
Q2 		$961K Buy
+13,581
New +$988K 0.22% 73

Other funds holding XEL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 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
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Advocate Group's XEL Position: Q3 2026 in Review

Advocate Group increased its Xcel Energy (XEL) stake by 30% in Q3 2026, buying an estimated $2.21M and bringing the position to 122,974 shares worth $8.67M. The position accounts for 1.34% of the portfolio, ranked #30.

Advocate Group first reported a position in XEL in Q2 2022 and has held it in 13 quarters since. 458 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Advocate Group held 122,974 shares of Xcel Energy worth $8.67M as of Q3 2026.
  • Advocate Group bought 28,728 Xcel Energy shares in Q3 2026, an estimated $2.21M.
  • Xcel Energy made up 1.34% of Advocate Group's portfolio in Q3 2026, its #30 holding.
  • Advocate Group first reported a position in Xcel Energy in Q2 2022 and has held it in 13 quarters since.
  • 458 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.