GWWM
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Great Waters Wealth Management’s Xcel Energy XEL Stock Holding History

Great Waters Wealth Management’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
Q2 		$814K Sell
10,133
-325
-3% -$25.9K 0.08% 54
2026
Q1 		$831K Sell
10,458
-67
-0.6% -$5.25K 0.09% 48
2025
Q4 		$777K Buy
10,525
+16
+0.2% +$1.26K 0.09% 49
2025
Q3 		$848K Sell
10,509
-3,019
-22% -$218K 0.1% 46
2025
Q2 		$921K Sell
13,528
-520
-4% -$36.1K 0.12% 43
2025
Q1 		$994K Sell
14,048
-1,286
-8% -$87.5K 0.14% 40
2024
Q4 		$1.04M Sell
15,334
-981
-6% -$65.8K 0.13% 43
2024
Q3 		$1.07M Sell
16,315
-413
-2% -$24.5K 0.14% 43
2024
Q2 		$893K Sell
16,728
-6,658
-28% -$362K 0.14% 45
2024
Q1 		$1.26M Buy
23,386
+159
+0.7% +$9.08K 0.21% 39
2023
Q4 		$1.48M Sell
23,227
-48
-0.2% -$2.88K 0.26% 32
2023
Q3 		$1.33M Sell
23,275
-403
-2% -$24.2K 0.26% 34
2023
Q2 		$1.47M Sell
23,678
-1,416
-6% -$94.5K 0.29% 34
2023
Q1 		$1.77M Buy
25,094
+393
+2% +$26.5K 0.37% 30
2022
Q4 		$1.69M Buy
+24,701
New +$1.64M 0.36% 30

Other funds holding XEL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Great Waters Wealth Management's XEL Position: Q2 2026 in Review

Great Waters Wealth Management reduced its Xcel Energy (XEL) stake by 3.1% in Q2 2026, selling an estimated $25.9K and leaving 10,133 shares worth $814K. The position accounts for 0.08% of the portfolio, ranked #54.

Great Waters Wealth Management first reported a position in XEL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.77M in Q1 2023. 429 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Great Waters Wealth Management held 10,133 shares of Xcel Energy worth $814K as of Q2 2026.
  • Great Waters Wealth Management sold 325 Xcel Energy shares in Q2 2026, an estimated $25.9K.
  • Xcel Energy made up 0.08% of Great Waters Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Great Waters Wealth Management first reported a position in Xcel Energy in Q4 2022 and has held it in 15 quarters since.
  • Great Waters Wealth Management's Xcel Energy position peaked at $1.77M in Q1 2023.
  • 429 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.