Integris Wealth Management
XEL icon

Integris Wealth Management’s Xcel Energy XEL Stock Holding History

Integris 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
Q3 		$421K Hold
5,973
– – 0.08% 81
2026
Q2 		$480K Buy
5,973
+161
+3% +$12.9K 0.1% 72
2026
Q1 		$462K Sell
5,812
-188
-3% -$14.7K 0.11% 64
2025
Q4 		$443K Sell
6,000
-340
-5% -$26.8K 0.1% 73
2025
Q3 		$511K Hold
6,340
– – 0.12% 66
2025
Q2 		$432K Buy
6,340
+17
+0.3% +$1.18K 0.11% 71
2025
Q1 		$448K Hold
6,323
– – 0.13% 56
2024
Q4 		$427K Buy
6,323
+160
+3% +$10.7K 0.12% 62
2024
Q3 		$402K Buy
6,163
+163
+3% +$9.7K 0.11% 62
2024
Q2 		$320K Hold
6,000
– – 0.09% 69
2024
Q1 		$322K Hold
6,000
– – 0.09% 68
2023
Q4 		$371K Hold
6,000
– – 0.11% 63
2023
Q3 		$343K Sell
6,000
-135
-2% -$8.11K 0.11% 60
2023
Q2 		$381K Buy
6,135
+2
+0% +$134 0.14% 55
2023
Q1 		$414K Buy
6,133
+38
+0.6% +$2.56K 0.15% 49
2022
Q4 		$427K Buy
+6,095
New +$406K 0.17% 46

Other funds holding XEL

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Integris Wealth Management's XEL Position: Q3 2026 in Review

Integris Wealth Management held its Xcel Energy (XEL) position steady in Q3 2026 at 5,973 shares worth $421K. The position accounts for 0.08% of the portfolio, ranked #81.

Integris Wealth Management first reported a position in XEL in Q4 2022 and has held it in 16 quarters since. The position peaked at $511K in Q3 2025. 303 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Integris Wealth Management held 5,973 shares of Xcel Energy worth $421K as of Q3 2026.
  • Integris Wealth Management left its Xcel Energy share count unchanged in Q3 2026.
  • Xcel Energy made up 0.08% of Integris Wealth Management's portfolio in Q3 2026, its #81 holding.
  • Integris Wealth Management first reported a position in Xcel Energy in Q4 2022 and has held it in 16 quarters since.
  • Integris Wealth Management's Xcel Energy position peaked at $511K in Q3 2025.
  • 303 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.