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 Q3	$13.5K	Hold	192	–	–	﹤0.01%	253
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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

DiNuzzo Private Wealth's XEL Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Xcel Energy (XEL) position steady in Q3 2026 at 192 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

DiNuzzo Private Wealth first reported a position in XEL in Q4 2023 and has held it in 12 quarters since. The position peaked at $15.4K in Q2 2026. 398 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

DiNuzzo Private Wealth held 192 shares of Xcel Energy worth $13.5K as of Q3 2026.
DiNuzzo Private Wealth left its Xcel Energy share count unchanged in Q3 2026.
Xcel Energy made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #253 holding.
DiNuzzo Private Wealth first reported a position in Xcel Energy in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Xcel Energy position peaked at $15.4K in Q2 2026.
398 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.