Cherry Tree Wealth Management
XEL icon

Cherry Tree Wealth Management’s Xcel Energy XEL Stock Holding History

Cherry Tree 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 		$106K Buy
1,505
+7
+0.5% +$539 0.02% 222
2026
Q2 		$120K Buy
1,498
+7
+0.5% +$559 0.02% 212
2026
Q1 		$118K Sell
1,491
-343
-19% -$26.9K 0.03% 200
2025
Q4 		$135K Buy
1,834
+4
+0.2% +$315 0.03% 196
2025
Q3 		$148K Sell
1,830
-721
-28% -$52.2K 0.03% 186
2025
Q2 		$174K Sell
2,551
-7
-0.3% -$485 0.04% 166
2025
Q1 		$181K Sell
2,558
-135
-5% -$9.19K 0.04% 164
2024
Q4 		$182K Buy
2,693
+9
+0.3% +$604 0.05% 165
2024
Q3 		$175K Buy
2,684
+10
+0.4% +$593 0.04% 169
2024
Q2 		$143K Sell
2,674
-527
-16% -$28.7K 0.04% 175
2024
Q1 		$172K Buy
3,201
+14
+0.4% +$799 0.04% 169
2023
Q4 		$197K Sell
3,187
-364
-10% -$21.8K 0.05% 152
2023
Q3 		$203K Buy
3,551
+13
+0.4% +$781 0.06% 140
2023
Q2 		$220K Buy
+3,538
New +$236K 0.06% 133

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

Cherry Tree Wealth Management's XEL Position: Q3 2026 in Review

Cherry Tree Wealth Management increased its Xcel Energy (XEL) stake by 0.47% in Q3 2026, buying an estimated $539 and bringing the position to 1,505 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #222.

Cherry Tree Wealth Management first reported a position in XEL in Q2 2023 and has held it in 14 quarters since. The position peaked at $220K in Q2 2023. 303 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Cherry Tree Wealth Management held 1,505 shares of Xcel Energy worth $106K as of Q3 2026.
  • Cherry Tree Wealth Management bought 7 Xcel Energy shares in Q3 2026, an estimated $539.
  • Xcel Energy made up 0.02% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #222 holding.
  • Cherry Tree Wealth Management first reported a position in Xcel Energy in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's Xcel Energy position peaked at $220K in Q2 2023.
  • 303 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.