Enhancing Capital’s Xcel Energy XEL Stock Holding History

Enhancing Capital’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	$1.09M	Hold	15,500	–	–	0.76%	34
2026 Q2	$1.24M	Hold	15,500	–	–	0.86%	33
2026 Q1	$1.23M	Hold	15,500	–	–	0.91%	35
2025 Q4	$1.14M	Hold	15,500	–	–	0.82%	35
2025 Q3	$1.25M	Hold	15,500	–	–	0.91%	34
2025 Q2	$1.06M	Hold	15,500	–	–	0.8%	37
2025 Q1	$1.1M	Hold	15,500	–	–	0.88%	36
2024 Q4	$1.05M	Buy	+15,500	New	+$1.04M	0.83%	39
2022 Q3	$928K	Hold	15,500	–	–	1.15%	33
2022 Q2	$1.1M	Hold	15,500	–	–	1.31%	25
2022 Q1	$1.12M	Hold	15,500	–	–	1.2%	29
2021 Q4	$1.05M	Buy	+15,500	New	+$1.01M	1.14%	30

Other funds holding XEL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Enhancing Capital's XEL Position: Q3 2026 in Review

Enhancing Capital held its Xcel Energy (XEL) position steady in Q3 2026 at 15,500 shares worth $1.09M. The position accounts for 0.76% of the portfolio, ranked #34.

Enhancing Capital first reported a position in XEL in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.25M in Q3 2025. 427 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

Enhancing Capital held 15,500 shares of Xcel Energy worth $1.09M as of Q3 2026.
Enhancing Capital left its Xcel Energy share count unchanged in Q3 2026.
Xcel Energy made up 0.76% of Enhancing Capital's portfolio in Q3 2026, its #34 holding.
Enhancing Capital first reported a position in Xcel Energy in Q4 2021 and has held it in 12 quarters since.
Enhancing Capital's Xcel Energy position peaked at $1.25M in Q3 2025.
427 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Enhancing Capital's 13F filing for Q3 2026, filed 26 Oct 2026.