DiNuzzo Private Wealth’s Xcel Energy XEL Stock Holding History

DiNuzzo Private Wealth’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	$15.4K	Hold	192	–	–	﹤0.01%	232
2026 Q1	$15.3K	Hold	192	–	–	﹤0.01%	222
2025 Q4	$14.2K	Hold	192	–	–	﹤0.01%	233
2025 Q3	$13.9K	Hold	192	–	–	﹤0.01%	222
2025 Q2	$13.1K	Sell	192 -1	-0.5%	-$69	﹤0.01%	224
2025 Q1	$13.7K	Buy	193 +2	+1%	+$136	﹤0.01%	209
2024 Q4	$12.9K	Hold	191	–	–	﹤0.01%	204
2024 Q3	$12.5K	Buy	191 +158	+479%	+$9.37K	﹤0.01%	225
2024 Q2	$1.76K	Buy	33 +3	+10%	+$163	﹤0.01%	564
2024 Q1	$1.61K	Hold	30	–	–	﹤0.01%	555
2023 Q4	$1.86K	Buy	+30	New	+$1.8K	﹤0.01%	467

Other funds holding XEL

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

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

VFM

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

DiNuzzo Private Wealth's XEL Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Xcel Energy (XEL) position steady in Q2 2026 at 192 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

DiNuzzo Private Wealth first reported a position in XEL in Q4 2023 and has held it in 11 quarters since. 448 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

DiNuzzo Private Wealth held 192 shares of Xcel Energy worth $15.4K as of Q2 2026.
DiNuzzo Private Wealth left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #232 holding.
DiNuzzo Private Wealth first reported a position in Xcel Energy in Q4 2023 and has held it in 11 quarters since.
448 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.