Elevation Wealth Partners
XEL icon

Elevation Wealth Partners’s Xcel Energy XEL Stock Holding History

Elevation Wealth Partners’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 		$47.4K Buy
672
+100
+17% +$7.7K 0.01% 408
2026
Q2 		$45.9K Hold
572
– – 0.01% 325
2026
Q1 		$45.4K Hold
572
– – 0.02% 257
2025
Q4 		$42.2K Buy
572
+71
+14% +$5.6K 0.02% 265
2025
Q3 		$40.4K Buy
501
+7
+1% +$506 0.01% 265
2025
Q2 		$33.6K Hold
494
– – 0.01% 270
2025
Q1 		$35K Hold
494
– – 0.02% 268
2024
Q4 		$33.4K Hold
494
– – 0.01% 272
2024
Q3 		$32.3K Sell
494
-1
-0.2% -$59 0.01% 267
2024
Q2 		$26.4K Buy
495
+1
+0.2% +$54 0.01% 268
2024
Q1 		$26.6K Hold
494
– – 0.01% 278
2023
Q4 		$28.3K Hold
494
– – 0.02% 256
2023
Q3 		$28.3K Hold
494
– – 0.02% 189
2023
Q2 		$30.7K Hold
494
– – 0.03% 188
2023
Q1 		$33.3K Buy
+494
New +$33.3K 0.03% 188

Other funds holding XEL

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
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
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Elevation Wealth Partners's XEL Position: Q3 2026 in Review

Elevation Wealth Partners increased its Xcel Energy (XEL) stake by 17% in Q3 2026, buying an estimated $7.7K and bringing the position to 672 shares worth $47.4K. The position accounts for 0.01% of the portfolio, ranked #408.

Elevation Wealth Partners first reported a position in XEL in Q1 2023 and has held it in 15 quarters since. 589 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Elevation Wealth Partners held 672 shares of Xcel Energy worth $47.4K as of Q3 2026.
  • Elevation Wealth Partners bought 100 Xcel Energy shares in Q3 2026, an estimated $7.7K.
  • Xcel Energy made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #408 holding.
  • Elevation Wealth Partners first reported a position in Xcel Energy in Q1 2023 and has held it in 15 quarters since.
  • 589 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.