Cornerstone Wealth Management’s Xcel Energy XEL Stock Holding History

Cornerstone 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	$217K	Buy	3,077 +2	+0.1%	+$154	0.01%	706
2026 Q2	$247K	Sell	3,075 -82	-3%	-$6.54K	0.01%	662
2026 Q1	$251K	Buy	3,157 +2	+0.1%	+$157	0.01%	619
2025 Q4	$233K	Buy	+3,155	New	+$249K	0.01%	616
2023 Q2	–	Sell	-2,983	Closed	-$201K	–	526
2023 Q1	$201K	Buy	+2,983	New	+$201K	0.02%	454
2022 Q3	$202K	Buy	3,161 +10	+0.3%	+$728	0.02%	420
2022 Q2	$223K	Buy	3,151 +9	+0.3%	+$655	0.02%	407
2022 Q1	$227K	Buy	3,142 +9	+0.3%	+$618	0.02%	426
2021 Q4	$211K	Buy	+3,133	New	+$204K	0.02%	477
2021 Q3	–	Sell	-3,740	Closed	-$246K	–	490
2021 Q2	$246K	Buy	+3,740	New	+$260K	0.03%	408

Other funds holding XEL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

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

Cornerstone Wealth Management increased its Xcel Energy (XEL) stake by 0.07% in Q3 2026, buying an estimated $154 and bringing the position to 3,077 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #706.

Cornerstone Wealth Management first reported a position in XEL in Q2 2021 and has held it in 10 quarters since. The position peaked at $251K in Q1 2026. 758 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

Cornerstone Wealth Management held 3,077 shares of Xcel Energy worth $217K as of Q3 2026.
Cornerstone Wealth Management bought 2 Xcel Energy shares in Q3 2026, an estimated $154.
Xcel Energy made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #706 holding.
Cornerstone Wealth Management first reported a position in Xcel Energy in Q2 2021 and has held it in 10 quarters since.
Cornerstone Wealth Management's Xcel Energy position peaked at $251K in Q1 2026.
758 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.