Investors Research Corp’s Xcel Energy XEL Stock Holding History

Investors Research Corp’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	$2.33K	Hold	33	–	–	﹤0.01%	668
2026 Q2	$2.65K	Hold	33	–	–	﹤0.01%	655
2026 Q1	$2.62K	Buy	+33	New	+$2.59K	﹤0.01%	677
2025 Q4	–	Sell	-142	Closed	-$11.5K	–	905
2025 Q3	$11.5K	Hold	142	–	–	﹤0.01%	625
2025 Q2	$9.67K	Hold	142	–	–	﹤0.01%	671
2025 Q1	$10.1K	Buy	+142	New	+$9.67K	﹤0.01%	677
2022 Q2	–	Sell	-162	Closed	-$12K	–	1158
2022 Q1	$12K	Hold	162	–	–	﹤0.01%	743
2021 Q4	$11K	Hold	162	–	–	﹤0.01%	761
2021 Q3	$10K	Hold	162	–	–	﹤0.01%	791
2021 Q2	$11K	Hold	162	–	–	﹤0.01%	765
2021 Q1	$11K	Hold	162	–	–	﹤0.01%	766
2020 Q4	$11K	Hold	162	–	–	﹤0.01%	844
2020 Q3	$11K	Hold	162	–	–	0.01%	815
2020 Q2	$10K	Hold	162	–	–	0.01%	809
2020 Q1	$10K	Hold	162	–	–	0.01%	787
2019 Q4	$10K	Hold	162	–	–	﹤0.01%	854
2019 Q3	$11K	Buy	+162	New	+$10.1K	0.01%	836

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

Investors Research Corp's XEL Position: Q3 2026 in Review

Investors Research Corp held its Xcel Energy (XEL) position steady in Q3 2026 at 33 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Investors Research Corp first reported a position in XEL in Q3 2019 and has held it in 17 quarters since. The position peaked at $12K in Q1 2022. 43 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

Investors Research Corp held 33 shares of Xcel Energy worth $2.33K as of Q3 2026.
Investors Research Corp left its Xcel Energy share count unchanged in Q3 2026.
Xcel Energy made up ﹤0.01% of Investors Research Corp's portfolio in Q3 2026, its #668 holding.
Investors Research Corp first reported a position in Xcel Energy in Q3 2019 and has held it in 17 quarters since.
Investors Research Corp's Xcel Energy position peaked at $12K in Q1 2022.
43 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.