Emerald Advisors’s Xcel Energy XEL Stock Holding History

Emerald Advisors’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	$801K	Hold	11,367	–	–	0.1%	67
2026 Q2	$913K	Sell	11,367 -38	-0.3%	-$3.03K	0.11%	60
2026 Q1	$906K	Buy	11,405 +39	+0.3%	+$3.06K	0.11%	59
2025 Q4	$839K	Hold	11,366	–	–	0.11%	58
2025 Q3	$917K	Hold	11,366	–	–	0.12%	51
2025 Q2	$774K	Hold	11,366	–	–	0.1%	57
2025 Q1	$805K	Hold	11,366	–	–	0.11%	45
2024 Q4	$767K	Hold	11,366	–	–	0.11%	49
2024 Q3	$728K	Hold	11,366	–	–	0.11%	49
2024 Q2	$607K	Hold	11,366	–	–	0.09%	53
2024 Q1	$611K	Hold	11,366	–	–	0.11%	53
2023 Q4	$704K	Hold	11,366	–	–	0.13%	39
2023 Q3	$650K	Hold	11,366	–	–	0.15%	40
2023 Q2	$707K	Hold	11,366	–	–	0.17%	33
2023 Q1	$767K	Hold	11,366	–	–	0.2%	26
2022 Q4	$797K	Hold	11,366	–	–	0.22%	28
2022 Q3	$727K	Hold	11,366	–	–	0.21%	29
2022 Q2	$804K	Buy	11,366 +2,136	+23%	+$155K	0.22%	30
2022 Q1	$666K	Hold	9,230	–	–	0.16%	40
2021 Q4	$625K	Sell	9,230 -13	-0.1%	-$847	0.15%	42
2021 Q3	$578K	Buy	9,243 +13	+0.1%	+$878	0.16%	47
2021 Q2	$608K	Buy	9,230 +2,125	+30%	+$148K	0.19%	41
2021 Q1	$473K	Hold	7,105	–	–	0.17%	44
2020 Q4	$474K	Hold	7,105	–	–	0.16%	45
2020 Q3	$490K	Hold	7,105	–	–	0.19%	41
2020 Q2	$444K	Buy	7,105 +2,484	+54%	+$157K	0.2%	41
2020 Q1	$279K	Hold	4,621	–	–	0.13%	54
2019 Q4	$309K	Buy	+4,621	New	+$289K	0.29%	66

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

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

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Emerald Advisors's XEL Position: Q3 2026 in Review

Emerald Advisors held its Xcel Energy (XEL) position steady in Q3 2026 at 11,367 shares worth $801K. The position accounts for 0.1% of the portfolio, ranked #67.

Emerald Advisors first reported a position in XEL in Q4 2019 and has held it in 28 quarters since. The position peaked at $917K in Q3 2025. 222 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

Emerald Advisors held 11,367 shares of Xcel Energy worth $801K as of Q3 2026.
Emerald Advisors left its Xcel Energy share count unchanged in Q3 2026.
Xcel Energy made up 0.1% of Emerald Advisors's portfolio in Q3 2026, its #67 holding.
Emerald Advisors first reported a position in Xcel Energy in Q4 2019 and has held it in 28 quarters since.
Emerald Advisors's Xcel Energy position peaked at $917K in Q3 2025.
222 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Emerald Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.