Covestor
XEL icon

Covestor’s Xcel Energy XEL Stock Holding History

Covestor’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 		$18K Buy
253
+11
+5% +$847 0.01% 1164
2026
Q2 		$19K Buy
242
+13
+6% +$1.04K 0.01% 1207
2026
Q1 		$18K Sell
229
-654
-74% -$51.3K 0.01% 1162
2025
Q4 		$65K Buy
883
+539
+157% +$42.5K 0.03% 803
2025
Q3 		$28K Sell
344
-55
-14% -$3.98K 0.02% 1155
2025
Q2 		$27K Sell
399
-1,304
-77% -$90.4K 0.02% 1136
2025
Q1 		$121K Sell
1,703
-19
-1% -$1.29K 0.08% 372
2024
Q4 		$116K Sell
1,722
-1,100
-39% -$73.8K 0.07% 435
2024
Q3 		$184K Buy
2,822
+2,337
+482% +$139K 0.12% 213
2024
Q2 		$26K Sell
485
-831
-63% -$45.2K 0.02% 1110
2024
Q1 		$71K Buy
1,316
+1,007
+326% +$57.5K 0.05% 737
2023
Q4 		$19K Sell
309
-116
-27% -$6.96K 0.01% 1227
2023
Q3 		$25K Sell
425
-19
-4% -$1.14K 0.02% 1040
2023
Q2 		$28K Sell
444
-302
-40% -$20.2K 0.02% 1005
2023
Q1 		$50K Sell
746
-306
-29% -$20.6K 0.04% 712
2022
Q4 		$74K Buy
1,052
+737
+234% +$49K 0.06% 559
2022
Q3 		$20K Sell
315
-14
-4% -$1.02K 0.02% 997
2022
Q2 		$23K Sell
329
-24
-7% -$1.75K 0.02% 956
2022
Q1 		$26K Sell
353
-104
-23% -$7.15K 0.02% 992
2021
Q4 		$31K Buy
+457
New +$29.8K 0.04% 749

Other funds holding XEL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 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
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Covestor's XEL Position: Q3 2026 in Review

Covestor increased its Xcel Energy (XEL) stake by 4.5% in Q3 2026, buying an estimated $847 and bringing the position to 253 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #1164.

Covestor first reported a position in XEL in Q4 2021 and has held it in 20 quarters since. The position peaked at $184K in Q3 2024. 453 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Covestor held 253 shares of Xcel Energy worth $18K as of Q3 2026.
  • Covestor bought 11 Xcel Energy shares in Q3 2026, an estimated $847.
  • Xcel Energy made up 0.01% of Covestor's portfolio in Q3 2026, its #1164 holding.
  • Covestor first reported a position in Xcel Energy in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Xcel Energy position peaked at $184K in Q3 2024.
  • 453 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.