Aspect Partners’s Xcel Energy XEL Stock Holding History

Aspect Partners’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	$6.2K	Hold	88	–	–	﹤0.01%	345
2026 Q2	$7.07K	Hold	88	–	–	﹤0.01%	357
2026 Q1	$6.99K	Hold	88	–	–	﹤0.01%	308
2025 Q4	$6.5K	Buy	88 +3	+4%	+$237	﹤0.01%	334
2025 Q3	$6.86K	Hold	85	–	–	﹤0.01%	365
2025 Q2	$5.79K	Hold	85	–	–	﹤0.01%	356
2025 Q1	$6.02K	Sell	85 -4	-4%	-$272	﹤0.01%	321
2024 Q4	$6.01K	Buy	89 +7	+9%	+$470	﹤0.01%	341
2024 Q3	$5.36K	Hold	82	–	–	﹤0.01%	352
2024 Q2	$4.38K	Hold	82	–	–	﹤0.01%	363
2024 Q1	$4.41K	Sell	82 -9	-10%	-$514	﹤0.01%	361
2023 Q4	$5.63K	Buy	+91	New	+$5.46K	﹤0.01%	325

Other funds holding XEL

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Aspect Partners's XEL Position: Q3 2026 in Review

Aspect Partners held its Xcel Energy (XEL) position steady in Q3 2026 at 88 shares worth $6.2K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Aspect Partners first reported a position in XEL in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.07K in Q2 2026. 303 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

Aspect Partners held 88 shares of Xcel Energy worth $6.2K as of Q3 2026.
Aspect Partners left its Xcel Energy share count unchanged in Q3 2026.
Xcel Energy made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #345 holding.
Aspect Partners first reported a position in Xcel Energy in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's Xcel Energy position peaked at $7.07K in Q2 2026.
303 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.