First Heartland Consultants’s Xcel Energy XEL Stock Holding History

First Heartland Consultants’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	$408K	Buy	+5,794	New	+$446K	0.03%	382
2025 Q1	–	Sell	-3,290	Closed	-$222K	–	488
2024 Q4	$222K	Hold	3,290	–	–	0.02%	410
2024 Q3	$215K	Buy	+3,290	New	+$195K	0.02%	421
2024 Q1	–	Sell	-3,697	Closed	-$229K	–	441
2023 Q4	$229K	Hold	3,697	–	–	0.03%	334
2023 Q3	$212K	Hold	3,697	–	–	0.03%	355
2023 Q2	$230K	Hold	3,697	–	–	0.03%	335
2023 Q1	$249K	Sell	3,697 -974	-21%	-$65.7K	0.04%	309
2022 Q4	$327K	Sell	4,671 -150	-3%	-$9.98K	0.05%	268
2022 Q3	$308K	Buy	4,821 +150	+3%	+$10.9K	0.03%	252
2022 Q2	$330K	Hold	4,671	–	–	0.05%	247
2022 Q1	$337K	Sell	4,671 -1,026	-18%	-$70.5K	0.05%	239
2021 Q4	$385K	Buy	+5,697	New	+$371K	0.01%	237
2020 Q3	–	Sell	-4,130	Closed	-$258K	–	317
2020 Q2	$258K	Sell	4,130 -363	-8%	-$22.9K	0.05%	230
2020 Q1	$271K	Sell	4,493 -580	-11%	-$37.8K	0.07%	203
2019 Q4	$322K	Sell	5,073 -97	-2%	-$6.07K	0.06%	222
2019 Q3	$335K	Buy	5,170 +1	+0%	+$62	0.07%	216
2019 Q2	$308K	Buy	5,169 +897	+21%	+$51.6K	0.07%	210
2019 Q1	$240K	Buy	+4,272	New	+$227K	0.07%	236

Other funds holding XEL

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

First Heartland Consultants's XEL Position: Q3 2026 in Review

First Heartland Consultants opened a new position in Xcel Energy (XEL) in Q3 2026: 5,794 shares worth $408K. The stake represents 0.03% of the portfolio and ranks #382 among its holdings. This is a return to the name: First Heartland Consultants previously reported a position in XEL as recently as Q4 2024.

First Heartland Consultants first reported a position in XEL in Q1 2019 and has held it in 18 quarters since. 43 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

First Heartland Consultants held 5,794 shares of Xcel Energy worth $408K as of Q3 2026.
Xcel Energy was a new First Heartland Consultants position in Q3 2026.
Xcel Energy made up 0.03% of First Heartland Consultants's portfolio in Q3 2026, its #382 holding.
First Heartland Consultants first reported a position in Xcel Energy in Q1 2019 and has held it in 18 quarters since.
43 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.