GI
XEL icon

GAMMA Investing’s Xcel Energy XEL Stock Holding History

GAMMA Investing’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 		$1.62M Sell
23,006
-537
-2% -$41.3K 0.05% 277
2026
Q2 		$1.89M Buy
23,543
+1,913
+9% +$153K 0.07% 231
2026
Q1 		$1.72M Buy
21,630
+311
+1% +$24.4K 0.08% 222
2025
Q4 		$1.57M Buy
21,319
+1,975
+10% +$156K 0.08% 207
2025
Q3 		$1.56M Buy
19,344
+2,566
+15% +$186K 0.09% 195
2025
Q2 		$1.14M Buy
16,778
+287
+2% +$19.9K 0.07% 243
2025
Q1 		$1.17M Sell
16,491
-946
-5% -$64.4K 0.09% 215
2024
Q4 		$1.18M Buy
17,437
+5,180
+42% +$347K 0.1% 173
2024
Q3 		$800K Buy
12,257
+2,074
+20% +$123K 0.08% 228
2024
Q2 		$544K Buy
10,183
+3,328
+49% +$181K 0.07% 247
2024
Q1 		$368K Sell
6,855
-819
-11% -$46.8K 0.08% 255
2023
Q4 		$459K Buy
+7,674
New +$460K 0.12% 142

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
EP
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
SC
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
CI
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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

GAMMA Investing's XEL Position: Q3 2026 in Review

GAMMA Investing reduced its Xcel Energy (XEL) stake by 2.3% in Q3 2026, selling an estimated $41.3K and leaving 23,006 shares worth $1.62M. The position accounts for 0.05% of the portfolio, ranked #277.

GAMMA Investing first reported a position in XEL in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.89M in Q2 2026. 43 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • GAMMA Investing held 23,006 shares of Xcel Energy worth $1.62M as of Q3 2026.
  • GAMMA Investing sold 537 Xcel Energy shares in Q3 2026, an estimated $41.3K.
  • Xcel Energy made up 0.05% of GAMMA Investing's portfolio in Q3 2026, its #277 holding.
  • GAMMA Investing first reported a position in Xcel Energy in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Xcel Energy position peaked at $1.89M in Q2 2026.
  • 43 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.