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 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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return