DecisionPoint Financial
XEL icon

DecisionPoint Financial’s Xcel Energy XEL Stock Holding History

DecisionPoint Financial’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 		$11.1K Buy
157
+2
+1% +$154 ﹤0.01% 237
2026
Q2 		$12.4K Sell
155
-3
-2% -$239 ﹤0.01% 189
2026
Q1 		$12.6K Sell
158
-47
-23% -$3.69K ﹤0.01% 171
2025
Q4 		$15.1K Buy
205
+192
+1,477% +$15.1K ﹤0.01% 163
2025
Q3 		$1.04K Hold
13
– – ﹤0.01% 320
2025
Q2 		$894 Buy
+13
New +$902 ﹤0.01% 332

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

DecisionPoint Financial's XEL Position: Q3 2026 in Review

DecisionPoint Financial increased its Xcel Energy (XEL) stake by 1.3% in Q3 2026, buying an estimated $154 and bringing the position to 157 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

DecisionPoint Financial first reported a position in XEL in Q2 2025 and has held it in 6 quarters since. The position peaked at $15.1K in Q4 2025. 378 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • DecisionPoint Financial held 157 shares of Xcel Energy worth $11.1K as of Q3 2026.
  • DecisionPoint Financial bought 2 Xcel Energy shares in Q3 2026, an estimated $154.
  • Xcel Energy made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #237 holding.
  • DecisionPoint Financial first reported a position in Xcel Energy in Q2 2025 and has held it in 6 quarters since.
  • DecisionPoint Financial's Xcel Energy position peaked at $15.1K in Q4 2025.
  • 378 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.