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Buska Wealth Management’s Xcel Energy XEL Stock Holding History

Buska 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 		$420K Buy
5,965
+1,249
+26% +$96.1K 0.14% 50
2026
Q2 		$379K Buy
4,716
+35
+0.7% +$2.79K 0.14% 53
2026
Q1 		$372K Buy
4,681
+35
+0.8% +$2.75K 0.15% 52
2025
Q4 		$343K Sell
4,646
-30
-0.6% -$2.37K 0.13% 50
2025
Q3 		$377K Buy
4,676
+35
+0.8% +$2.53K 0.11% 46
2025
Q2 		$316K Buy
4,641
+562
+14% +$39K 0.09% 53
2025
Q1 		$289K Buy
4,079
+33
+0.8% +$2.25K 0.09% 55
2024
Q4 		$273K Sell
4,046
-281
-6% -$18.8K 0.09% 51
2024
Q3 		$283K Buy
4,327
+38
+0.9% +$2.25K 0.1% 51
2024
Q2 		$229K Sell
4,289
-2
-0% -$109 0.09% 48
2024
Q1 		$231K Buy
+4,291
New +$245K 0.1% 45

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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

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

Buska Wealth Management increased its Xcel Energy (XEL) stake by 26% in Q3 2026, buying an estimated $96.1K and bringing the position to 5,965 shares worth $420K. The position accounts for 0.14% of the portfolio, ranked #50.

Buska Wealth Management first reported a position in XEL in Q1 2024 and has held it in 11 quarters since. 43 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Buska Wealth Management held 5,965 shares of Xcel Energy worth $420K as of Q3 2026.
  • Buska Wealth Management bought 1,249 Xcel Energy shares in Q3 2026, an estimated $96.1K.
  • Xcel Energy made up 0.14% of Buska Wealth Management's portfolio in Q3 2026, its #50 holding.
  • Buska Wealth Management first reported a position in Xcel Energy in Q1 2024 and has held it in 11 quarters since.
  • 43 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

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