Focus Financial Network’s Xcel Energy XEL Stock Holding History

Focus Financial Network’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	$5.51M	Buy	78,138 +1,749	+2%	+$135K	0.17%	99
2026 Q2	$6.13M	Sell	76,389 -3,909	-5%	-$312K	0.19%	91
2026 Q1	$6.38M	Sell	80,298 -12,605	-14%	-$989K	0.23%	74
2025 Q4	$6.86M	Sell	92,903 -2,910	-3%	-$230K	0.24%	76
2025 Q3	$7.73M	Buy	95,813 +536	+0.6%	+$38.8K	0.28%	69
2025 Q2	$6.49M	Sell	95,277 -8,620	-8%	-$598K	0.26%	69
2025 Q1	$7.35M	Sell	103,897 -5,434	-5%	-$370K	0.3%	64
2024 Q4	$7.38M	Sell	109,331 -1,059	-1%	-$71K	0.29%	65
2024 Q3	$7.27M	Buy	110,390 +4,334	+4%	+$257K	0.3%	68
2024 Q2	$5.87M	Sell	106,056 -2,769	-3%	-$151K	0.25%	72
2024 Q1	$5.85M	Sell	108,825 -37,263	-26%	-$2.13M	0.29%	71
2023 Q4	$9.12M	Buy	146,088 +27,828	+24%	+$1.67M	0.34%	65
2023 Q3	$6.83M	Buy	118,260 +520	+0.4%	+$31.3K	0.39%	52
2023 Q2	$7.38M	Buy	117,740 +3,149	+3%	+$210K	0.41%	50
2023 Q1	$7.79M	Buy	114,591 +1,409	+1%	+$95.1K	0.48%	45
2022 Q4	$7.99M	Buy	113,182 +1,501	+1%	+$100K	0.65%	34
2022 Q3	$7.2M	Sell	111,681 -344	-0.3%	-$25K	0.62%	33
2022 Q2	$7.98M	Buy	112,025 +4,349	+4%	+$316K	0.66%	30
2022 Q1	$7.82M	Buy	107,676 +37,767	+54%	+$2.6M	0.55%	37
2021 Q4	$4.76M	Buy	69,909 +28,370	+68%	+$1.85M	0.7%	32
2021 Q3	$2.62M	Sell	41,539 -331	-0.8%	-$22.4K	0.35%	77
2021 Q2	$2.78M	Sell	41,870 -481	-1%	-$33.5K	0.37%	72
2021 Q1	$2.84M	Sell	42,351 -58,874	-58%	-$3.72M	0.33%	70
2020 Q4	$6.79M	Buy	101,225 +1,131	+1%	+$78.8K	0.6%	33
2020 Q3	$6.95M	Buy	100,094 +4,107	+4%	+$280K	0.65%	37
2020 Q2	$6.04M	Buy	95,987 +657	+0.7%	+$41.4K	0.67%	33
2020 Q1	$5.79M	Buy	95,330 +25	+0%	+$1.63K	0.78%	34
2019 Q4	$6.09M	Sell	95,305 -8,673	-8%	-$543K	0.75%	30
2019 Q3	$6.78M	Buy	103,978 +13,528	+15%	+$843K	0.94%	23
2019 Q2	$5.42M	Buy	90,450 +2,071	+2%	+$119K	0.8%	27
2019 Q1	$5M	Buy	+88,379	New	+$4.7M	0.8%	27

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Focus Financial Network's XEL Position: Q3 2026 in Review

Focus Financial Network increased its Xcel Energy (XEL) stake by 2.3% in Q3 2026, buying an estimated $135K and bringing the position to 78,138 shares worth $5.51M. The position accounts for 0.17% of the portfolio, ranked #99.

Focus Financial Network first reported a position in XEL in Q1 2019 and has held it in 31 quarters since. The position peaked at $9.12M in Q4 2023. 243 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

Focus Financial Network held 78,138 shares of Xcel Energy worth $5.51M as of Q3 2026.
Focus Financial Network bought 1,749 Xcel Energy shares in Q3 2026, an estimated $135K.
Xcel Energy made up 0.17% of Focus Financial Network's portfolio in Q3 2026, its #99 holding.
Focus Financial Network first reported a position in Xcel Energy in Q1 2019 and has held it in 31 quarters since.
Focus Financial Network's Xcel Energy position peaked at $9.12M in Q4 2023.
243 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.