IAG Wealth Partners’s Xcel Energy XEL Stock Holding History

IAG Wealth Partners’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	$89.9K	Hold	1,276	–	–	0.01%	177
2026 Q2	$102K	Hold	1,276	–	–	0.01%	167
2026 Q1	$101K	Hold	1,276	–	–	0.01%	166
2025 Q4	$94.2K	Hold	1,276	–	–	0.01%	160
2025 Q3	$103K	Hold	1,276	–	–	0.01%	156
2025 Q2	$86.9K	Hold	1,276	–	–	0.01%	159
2025 Q1	$90.3K	Hold	1,276	–	–	0.01%	151
2024 Q4	$86.2K	Hold	1,276	–	–	0.02%	148
2024 Q3	$83.3K	Hold	1,276	–	–	0.02%	147
2024 Q2	$68.2K	Hold	1,276	–	–	0.01%	155
2024 Q1	$68.6K	Hold	1,276	–	–	0.01%	141
2023 Q4	$79K	Hold	1,276	–	–	0.02%	122
2023 Q3	$73K	Buy	+1,276	New	+$76.7K	0.02%	122
2022 Q3	–	Sell	-25	Closed	-$2K	–	479
2022 Q2	$2K	Buy	+25	New	+$1.82K	﹤0.01%	393

Other funds holding XEL

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

IAG Wealth Partners's XEL Position: Q3 2026 in Review

IAG Wealth Partners held its Xcel Energy (XEL) position steady in Q3 2026 at 1,276 shares worth $89.9K. The position accounts for 0.01% of the portfolio, ranked #177.

IAG Wealth Partners first reported a position in XEL in Q2 2022 and has held it in 14 quarters since. The position peaked at $103K in Q3 2025. 1,050 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

IAG Wealth Partners held 1,276 shares of Xcel Energy worth $89.9K as of Q3 2026.
IAG Wealth Partners left its Xcel Energy share count unchanged in Q3 2026.
Xcel Energy made up 0.01% of IAG Wealth Partners's portfolio in Q3 2026, its #177 holding.
IAG Wealth Partners first reported a position in Xcel Energy in Q2 2022 and has held it in 14 quarters since.
IAG Wealth Partners's Xcel Energy position peaked at $103K in Q3 2025.
1,050 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.