IFS Advisors’s Xcel Energy XEL Stock Holding History

IFS Advisors’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	$102K	Hold	1,450	–	–	0.03%	157
2026 Q2	$116K	Hold	1,450	–	–	0.06%	33
2026 Q1	$115K	Buy	1,450 +508	+54%	+$39.8K	0.06%	35
2025 Q4	$69.6K	Sell	942 -14	-1%	-$1.1K	0.04%	38
2025 Q3	$77.1K	Hold	956	–	–	0.05%	35
2025 Q2	$65.1K	Sell	956 -200	-17%	-$13.9K	0.05%	33
2025 Q1	$81.8K	Hold	1,156	–	–	0.07%	32
2024 Q4	$78.1K	Buy	1,156 +200	+21%	+$13.4K	0.06%	30
2024 Q3	$62.4K	Hold	956	–	–	0.05%	27
2024 Q2	$51.1K	Hold	956	–	–	0.04%	28
2024 Q1	$51.4K	Hold	956	–	–	0.04%	27
2023 Q4	$59.2K	Hold	956	–	–	0.07%	24
2023 Q3	$54.7K	Hold	956	–	–	0.1%	23
2023 Q2	$59.4K	Hold	956	–	–	0.15%	20
2023 Q1	$64.5K	Hold	956	–	–	0.26%	17
2022 Q4	$67K	Hold	956	–	–	0.12%	18
2022 Q3	$61K	Hold	956	–	–	0.11%	18
2022 Q2	$67K	Hold	956	–	–	0.18%	16
2022 Q1	$68K	Hold	956	–	–	0.06%	21
2021 Q4	$64K	Buy	+956	New	+$62.3K	0.05%	34
2021 Q1	–	Sell	-956	Closed	-$63K	–	151
2020 Q4	$63K	Buy	+956	New	+$66.6K	0.05%	37

Other funds holding XEL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFS Advisors's XEL Position: Q3 2026 in Review

IFS Advisors held its Xcel Energy (XEL) position steady in Q3 2026 at 1,450 shares worth $102K. The position accounts for 0.03% of the portfolio, ranked #157.

IFS Advisors first reported a position in XEL in Q4 2020 and has held it in 21 quarters since. The position peaked at $116K in Q2 2026. 453 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

IFS Advisors held 1,450 shares of Xcel Energy worth $102K as of Q3 2026.
IFS Advisors left its Xcel Energy share count unchanged in Q3 2026.
Xcel Energy made up 0.03% of IFS Advisors's portfolio in Q3 2026, its #157 holding.
IFS Advisors first reported a position in Xcel Energy in Q4 2020 and has held it in 21 quarters since.
IFS Advisors's Xcel Energy position peaked at $116K in Q2 2026.
453 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.