Lantz Financial
XEL icon

Lantz Financial’s Xcel Energy XEL Stock Holding History

Lantz Financial’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 		$253K Buy
3,595
+5
+0.1% +$385 0.05% 230
2026
Q2 		$288K Sell
3,590
-1,459
-29% -$116K 0.05% 216
2026
Q1 		$401K Sell
5,049
-1,245
-20% -$97.7K 0.08% 183
2025
Q4 		$465K Sell
6,294
-216
-3% -$17K 0.1% 167
2025
Q3 		$525K Buy
6,510
+730
+13% +$52.8K 0.12% 154
2025
Q2 		$394K Buy
5,780
+77
+1% +$5.34K 0.1% 162
2025
Q1 		$404K Buy
5,703
+66
+1% +$4.49K 0.11% 155
2024
Q4 		$381K Sell
5,637
-631
-10% -$42.3K 0.1% 162
2024
Q3 		$409K Buy
6,268
+14
+0.2% +$830 0.11% 155
2024
Q2 		$334K Buy
6,254
+2,277
+57% +$124K 0.1% 155
2024
Q1 		$214K Hold
3,977
– – 0.07% 194
2023
Q4 		$246K Buy
+3,977
New +$239K 0.09% 177

Other funds holding XEL

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
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
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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

Lantz Financial's XEL Position: Q3 2026 in Review

Lantz Financial increased its Xcel Energy (XEL) stake by 0.14% in Q3 2026, buying an estimated $385 and bringing the position to 3,595 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #230.

Lantz Financial first reported a position in XEL in Q4 2023 and has held it in 12 quarters since. The position peaked at $525K in Q3 2025. 364 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Lantz Financial held 3,595 shares of Xcel Energy worth $253K as of Q3 2026.
  • Lantz Financial bought 5 Xcel Energy shares in Q3 2026, an estimated $385.
  • Xcel Energy made up 0.05% of Lantz Financial's portfolio in Q3 2026, its #230 holding.
  • Lantz Financial first reported a position in Xcel Energy in Q4 2023 and has held it in 12 quarters since.
  • Lantz Financial's Xcel Energy position peaked at $525K in Q3 2025.
  • 364 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.