Diversified Enterprises
XEL icon

Diversified Enterprises’s Xcel Energy XEL Stock Holding History

Diversified Enterprises’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 		$228K Buy
3,233
+168
+5% +$12.9K 0.01% 408
2026
Q2 		$246K Buy
3,065
+4
+0.1% +$319 0.01% 367
2026
Q1 		$243K Buy
3,061
+54
+2% +$4.24K 0.01% 362
2025
Q4 		$222K Buy
+3,007
New +$237K 0.01% 357

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

Diversified Enterprises's XEL Position: Q3 2026 in Review

Diversified Enterprises increased its Xcel Energy (XEL) stake by 5.5% in Q3 2026, buying an estimated $12.9K and bringing the position to 3,233 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #408.

Diversified Enterprises first reported a position in XEL in Q4 2025 and has held it in 4 quarters since. The position peaked at $246K in Q2 2026. 446 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Diversified Enterprises held 3,233 shares of Xcel Energy worth $228K as of Q3 2026.
  • Diversified Enterprises bought 168 Xcel Energy shares in Q3 2026, an estimated $12.9K.
  • Xcel Energy made up 0.01% of Diversified Enterprises's portfolio in Q3 2026, its #408 holding.
  • Diversified Enterprises first reported a position in Xcel Energy in Q4 2025 and has held it in 4 quarters since.
  • Diversified Enterprises's Xcel Energy position peaked at $246K in Q2 2026.
  • 446 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.