Choreo LLC
XEL icon

Choreo LLC’s Xcel Energy XEL Stock Holding History

Choreo LLC’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 		$1.27M Sell
17,997
-80
-0.4% -$6.16K 0.01% 573
2026
Q2 		$1.45M Sell
18,077
-1,236
-6% -$98.7K 0.02% 508
2026
Q1 		$1.55M Buy
19,313
+447
+2% +$35.1K 0.02% 472
2025
Q4 		$1.4M Sell
18,866
-1,055
-5% -$83.2K 0.02% 477
2025
Q3 		$1.62M Sell
19,921
-3,630
-15% -$263K 0.02% 428
2025
Q2 		$1.62M Buy
23,551
+893
+4% +$61.9K 0.02% 426
2025
Q1 		$1.62M Sell
22,658
-1,029
-4% -$70K 0.03% 392
2024
Q4 		$1.6M Buy
23,687
+1,258
+6% +$84.4K 0.02% 421
2024
Q3 		$1.47M Sell
22,429
-130
-0.6% -$7.71K 0.02% 444
2024
Q2 		$1.18M Buy
22,559
+17,512
+347% +$953K 0.02% 471
2024
Q1 		$271K Buy
5,047
+37
+0.7% +$2.11K 0.01% 560
2023
Q4 		$310K Buy
5,010
+459
+10% +$27.5K 0.01% 486
2023
Q3 		$260K Buy
4,551
+58
+1% +$3.49K 0.01% 396
2023
Q2 		$282K Buy
4,493
+49
+1% +$3.27K 0.01% 380
2023
Q1 		$300K Sell
4,444
-50
-1% -$3.37K 0.01% 386
2022
Q4 		$315K Buy
4,494
+670
+18% +$44.6K 0.02% 184
2022
Q3 		$245K Sell
3,824
-10,495
-73% -$764K 0.01% 182
2022
Q2 		$1.01M Buy
14,319
+1,989
+16% +$145K 0.06% 85
2022
Q1 		$890K Buy
+12,330
New +$847K 0.05% 106
2018
Q4 		– Sell
-13,518
Closed -$643K – 216
2018
Q3 		$643K Hold
13,518
– – 0.08% 110
2018
Q2 		$623K Buy
+13,518
New +$605K 0.08% 120

Other funds holding XEL

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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

Choreo LLC's XEL Position: Q3 2026 in Review

Choreo LLC reduced its Xcel Energy (XEL) stake by 0.44% in Q3 2026, selling an estimated $6.16K and leaving 17,997 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #573.

Choreo LLC first reported a position in XEL in Q2 2018 and has held it in 21 quarters since. The position peaked at $1.62M in Q3 2025. 398 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Choreo LLC held 17,997 shares of Xcel Energy worth $1.27M as of Q3 2026.
  • Choreo LLC sold 80 Xcel Energy shares in Q3 2026, an estimated $6.16K.
  • Xcel Energy made up 0.01% of Choreo LLC's portfolio in Q3 2026, its #573 holding.
  • Choreo LLC first reported a position in Xcel Energy in Q2 2018 and has held it in 21 quarters since.
  • Choreo LLC's Xcel Energy position peaked at $1.62M in Q3 2025.
  • 398 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Choreo LLC's 13F filing for Q3 2026, filed 28 Oct 2026.