AWE
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Avidian Wealth Enterprises’s Xcel Energy XEL Stock Holding History

Avidian Wealth Enterprises’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 		$272K Buy
3,862
+250
+7% +$19.2K 0.01% 634
2026
Q2 		$290K Buy
3,612
+241
+7% +$19.2K 0.01% 606
2026
Q1 		$268K Buy
3,371
+172
+5% +$13.5K 0.01% 565
2025
Q4 		$236K Buy
3,199
+72
+2% +$5.68K 0.01% 526
2025
Q3 		$252K Buy
3,127
+87
+3% +$6.29K 0.01% 502
2025
Q2 		$207K Sell
3,040
-253
-8% -$17.5K 0.01% 527
2025
Q1 		$233K Sell
3,293
-203
-6% -$13.8K 0.01% 474
2024
Q4 		$236K Buy
3,496
+402
+13% +$27K 0.01% 450
2024
Q3 		$202K Buy
+3,094
New +$184K 0.01% 480
2023
Q1 		– Sell
-2,991
Closed -$210K – 510
2022
Q4 		$210K Buy
+2,991
New +$199K 0.01% 425
2022
Q3 		– Sell
-3,012
Closed -$213K – 471
2022
Q2 		$213K Sell
3,012
-54
-2% -$3.93K 0.02% 410
2022
Q1 		$221K Buy
3,066
+61
+2% +$4.19K 0.01% 440
2021
Q4 		$203K Buy
+3,005
New +$196K 0.01% 493
2020
Q4 		– Sell
-3,593
Closed -$248K – 347
2020
Q3 		$248K Sell
3,593
-36
-1% -$2.46K 0.03% 241
2020
Q2 		$227K Buy
3,629
+3
+0.1% +$189 0.03% 231
2020
Q1 		$219K Sell
3,626
-108
-3% -$7.04K 0.04% 184
2019
Q4 		$237K Buy
+3,734
New +$234K 0.03% 203

Other funds holding XEL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

Avidian Wealth Enterprises's XEL Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Xcel Energy (XEL) stake by 6.9% in Q3 2026, buying an estimated $19.2K and bringing the position to 3,862 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #634.

Avidian Wealth Enterprises first reported a position in XEL in Q4 2019 and has held it in 17 quarters since. The position peaked at $290K in Q2 2026. 43 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Avidian Wealth Enterprises held 3,862 shares of Xcel Energy worth $272K as of Q3 2026.
  • Avidian Wealth Enterprises bought 250 Xcel Energy shares in Q3 2026, an estimated $19.2K.
  • Xcel Energy made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #634 holding.
  • Avidian Wealth Enterprises first reported a position in Xcel Energy in Q4 2019 and has held it in 17 quarters since.
  • Avidian Wealth Enterprises's Xcel Energy position peaked at $290K in Q2 2026.
  • 43 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.