Heritage Wealth Architects’s Xcel Energy XEL Stock Holding History

Heritage Wealth Architects’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	$368K	Buy	5,147 +303	+6%	+$23.3K	0.15%	49
2026 Q2	$390K	Hold	4,844	–	–	0.16%	56
2026 Q1	$400K	Buy	4,844 +828	+21%	+$64.9K	0.17%	54
2025 Q4	$301K	Buy	4,016 +108	+3%	+$8.52K	0.14%	64
2025 Q3	$315K	Buy	3,908 +5	+0.1%	+$362	0.19%	47
2025 Q2	$266K	Buy	3,903 +387	+11%	+$26.8K	0.2%	43
2025 Q1	$249K	Buy	+3,516	New	+$239K	0.24%	29

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

Heritage Wealth Architects's XEL Position: Q3 2026 in Review

Heritage Wealth Architects increased its Xcel Energy (XEL) stake by 6.3% in Q3 2026, buying an estimated $23.3K and bringing the position to 5,147 shares worth $368K. The position accounts for 0.15% of the portfolio, ranked #49.

Heritage Wealth Architects first reported a position in XEL in Q1 2025 and has held it in 7 quarters since. The position peaked at $400K in Q1 2026. 43 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

Heritage Wealth Architects held 5,147 shares of Xcel Energy worth $368K as of Q3 2026.
Heritage Wealth Architects bought 303 Xcel Energy shares in Q3 2026, an estimated $23.3K.
Xcel Energy made up 0.15% of Heritage Wealth Architects's portfolio in Q3 2026, its #49 holding.
Heritage Wealth Architects first reported a position in Xcel Energy in Q1 2025 and has held it in 7 quarters since.
Heritage Wealth Architects's Xcel Energy position peaked at $400K in Q1 2026.
43 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.