Diversify Advisory Services’s Xcel Energy XEL Stock Holding History

Diversify Advisory Services’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	$342K	Buy	4,554 +654	+17%	+$50.3K	0.01%	1051
2026 Q2	$315K	Buy	+3,900	New	+$311K	0.01%	1025
2026 Q1	–	Sell	-2,851	Closed	-$216K	–	874
2025 Q4	$216K	Buy	2,851 +59	+2%	+$4.65K	0.01%	853
2025 Q3	$227K	Sell	2,792 -37	-1%	-$2.68K	0.01%	810
2025 Q2	$205K	Sell	2,829 -2,575	-48%	-$179K	0.01%	792
2025 Q1	$382K	Buy	+5,404	New	+$368K	0.02%	418

Other funds holding XEL

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Diversify Advisory Services's XEL Position: Q3 2026 in Review

Diversify Advisory Services increased its Xcel Energy (XEL) stake by 17% in Q3 2026, buying an estimated $50.3K and bringing the position to 4,554 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #1051.

Diversify Advisory Services first reported a position in XEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $382K in Q1 2025. 243 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

Diversify Advisory Services held 4,554 shares of Xcel Energy worth $342K as of Q3 2026.
Diversify Advisory Services bought 654 Xcel Energy shares in Q3 2026, an estimated $50.3K.
Xcel Energy made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1051 holding.
Diversify Advisory Services first reported a position in Xcel Energy in Q1 2025 and has held it in 6 quarters since.
Diversify Advisory Services's Xcel Energy position peaked at $382K in Q1 2025.
243 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.