Cedar Mountain Advisors
XEL icon

Cedar Mountain Advisors’s Xcel Energy XEL Stock Holding History

Cedar Mountain Advisors’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 		$34.9K Hold
495
– – 0.01% 208
2026
Q2 		$39.7K Hold
495
– – 0.01% 212
2026
Q1 		$39.3K Buy
+495
New +$38.8K 0.01% 180
2023
Q1 		– Sell
-89
Closed -$6.24K – 326
2022
Q4 		$6.24K Hold
89
– – ﹤0.01% 195
2022
Q3 		$6K Hold
89
– – ﹤0.01% 203
2022
Q2 		$6K Hold
89
– – ﹤0.01% 208
2022
Q1 		$6K Hold
89
– – ﹤0.01% 227
2021
Q4 		$6K Hold
89
– – ﹤0.01% 231
2021
Q3 		$6K Buy
+89
New +$6.01K ﹤0.01% 222

Other funds holding XEL

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Cedar Mountain Advisors's XEL Position: Q3 2026 in Review

Cedar Mountain Advisors held its Xcel Energy (XEL) position steady in Q3 2026 at 495 shares worth $34.9K. The position accounts for 0.01% of the portfolio, ranked #208.

Cedar Mountain Advisors first reported a position in XEL in Q3 2021 and has held it in 9 quarters since. The position peaked at $39.7K in Q2 2026. 336 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Cedar Mountain Advisors held 495 shares of Xcel Energy worth $34.9K as of Q3 2026.
  • Cedar Mountain Advisors left its Xcel Energy share count unchanged in Q3 2026.
  • Xcel Energy made up 0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #208 holding.
  • Cedar Mountain Advisors first reported a position in Xcel Energy in Q3 2021 and has held it in 9 quarters since.
  • Cedar Mountain Advisors's Xcel Energy position peaked at $39.7K in Q2 2026.
  • 336 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.