Cyndeo Wealth Partners’s Xcel Energy XEL Stock Holding History

Cyndeo Wealth Partners’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 Q2	$247K	Sell	3,077 -133	-4%	-$10.6K	0.01%	464
2026 Q1	$255K	Buy	3,210 +121	+4%	+$9.49K	0.01%	434
2025 Q4	$228K	Sell	3,089 -15	-0.5%	-$1.18K	0.01%	448
2025 Q3	$250K	Buy	3,104 +11	+0.4%	+$796	0.01%	424
2025 Q2	$211K	Sell	3,093 -204	-6%	-$14.1K	0.01%	443
2025 Q1	$233K	Buy	3,297 +6	+0.2%	+$408	0.02%	417
2024 Q4	$222K	Buy	3,291 +206	+7%	+$13.8K	0.02%	418
2024 Q3	$201K	Buy	+3,085	New	+$183K	0.01%	433

Other funds holding XEL

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cyndeo Wealth Partners's XEL Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Xcel Energy (XEL) stake by 4.1% in Q2 2026, selling an estimated $10.6K and leaving 3,077 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #464.

Cyndeo Wealth Partners first reported a position in XEL in Q3 2024 and has held it in 8 quarters since. The position peaked at $255K in Q1 2026. 317 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Cyndeo Wealth Partners held 3,077 shares of Xcel Energy worth $247K as of Q2 2026.
Cyndeo Wealth Partners sold 133 Xcel Energy shares in Q2 2026, an estimated $10.6K.
Xcel Energy made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #464 holding.
Cyndeo Wealth Partners first reported a position in Xcel Energy in Q3 2024 and has held it in 8 quarters since.
Cyndeo Wealth Partners's Xcel Energy position peaked at $255K in Q1 2026.
317 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.