Essential Partners
XEL icon

Essential Partners’s Xcel Energy XEL Stock Holding History

Essential 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 		$49.3K Sell
699
-171
-20% -$13.2K 0.02% 617
2026
Q2 		$69.9K Buy
870
+171
+24% +$13.6K 0.03% 525
2026
Q1 		$55.5K Buy
699
+9
+1% +$706 0.02% 574
2025
Q4 		$51K Sell
690
-14
-2% -$1.1K 0.02% 603
2025
Q3 		$56.8K Buy
704
+43
+7% +$3.11K 0.02% 568
2025
Q2 		$45K Buy
+661
New +$45.8K 0.02% 497

Other funds holding XEL

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Essential Partners's XEL Position: Q3 2026 in Review

Essential Partners reduced its Xcel Energy (XEL) stake by 20% in Q3 2026, selling an estimated $13.2K and leaving 699 shares worth $49.3K. The position accounts for 0.02% of the portfolio, ranked #617.

Essential Partners first reported a position in XEL in Q2 2025 and has held it in 6 quarters since. The position peaked at $69.9K in Q2 2026. 278 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Essential Partners held 699 shares of Xcel Energy worth $49.3K as of Q3 2026.
  • Essential Partners sold 171 Xcel Energy shares in Q3 2026, an estimated $13.2K.
  • Xcel Energy made up 0.02% of Essential Partners's portfolio in Q3 2026, its #617 holding.
  • Essential Partners first reported a position in Xcel Energy in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Xcel Energy position peaked at $69.9K in Q2 2026.
  • 278 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.