Cornerstone Planning Group’s Xcel Energy XEL Stock Holding History

Cornerstone Planning Group’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	–	Sell	-165	Closed	-$13.2K	–	1742
2026 Q2	$13.2K	Buy	165 +39	+31%	+$3.11K	﹤0.01%	801
2026 Q1	$10.2K	Buy	126 +42	+50%	+$3.29K	﹤0.01%	886
2025 Q4	$6.4K	Buy	84 +75	+833%	+$5.92K	﹤0.01%	912
2025 Q3	$1.22K	Sell	9 -57	-86%	-$4.12K	﹤0.01%	1262
2025 Q2	$4.87K	Sell	66 -4	-6%	-$277	﹤0.01%	730
2025 Q1	$4.99K	Buy	70 +24	+52%	+$1.63K	﹤0.01%	737
2024 Q4	$3.1K	Buy	46 +5	+12%	+$335	﹤0.01%	681
2024 Q3	$2.62K	Buy	41 +10	+32%	+$593	﹤0.01%	714
2024 Q2	$1.76K	Hold	31	–	–	﹤0.01%	807
2024 Q1	$1.64K	Buy	31 +16	+107%	+$914	﹤0.01%	696
2023 Q4	$929	Hold	15	–	–	﹤0.01%	723
2023 Q3	$858	Sell	15 -51	-77%	-$3.06K	﹤0.01%	821
2023 Q2	$4.1K	Buy	+66	New	+$4.41K	﹤0.01%	961
2022 Q4	$6.94K	Buy	+102	New	+$6.79K	﹤0.01%	752

Other funds holding XEL

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

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

Cornerstone Planning Group's XEL Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Xcel Energy (XEL) in Q3 2026, closing a stake of 165 shares — an estimated $13.2K sold.

Cornerstone Planning Group first reported a position in XEL in Q4 2022 and held it in 14 quarters. The position peaked at $13.2K in Q2 2026. 272 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

Cornerstone Planning Group reported no remaining Xcel Energy position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 165 Xcel Energy shares in Q3 2026, an estimated $13.2K.
Cornerstone Planning Group first reported a position in Xcel Energy in Q4 2022 and held it in 14 quarters.
Cornerstone Planning Group's Xcel Energy position peaked at $13.2K in Q2 2026.
272 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.