M.E. Allison & Co’s Xcel Energy XEL Stock Holding History

M.E. Allison & Co’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	$268K	Hold	3,800	–	–	0.15%	157
2026 Q2	$305K	Hold	3,800	–	–	0.18%	144
2026 Q1	$302K	Hold	3,800	–	–	0.2%	135
2025 Q4	$281K	Hold	3,800	–	–	0.19%	135
2025 Q3	$306K	Hold	3,800	–	–	0.21%	126
2025 Q2	$259K	Buy	+3,800	New	+$264K	0.21%	135

Other funds holding XEL

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

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

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

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

M.E. Allison & Co's XEL Position: Q3 2026 in Review

M.E. Allison & Co held its Xcel Energy (XEL) position steady in Q3 2026 at 3,800 shares worth $268K. The position accounts for 0.15% of the portfolio, ranked #157.

M.E. Allison & Co first reported a position in XEL in Q2 2025 and has held it in 6 quarters since. The position peaked at $306K in Q3 2025. 233 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

M.E. Allison & Co held 3,800 shares of Xcel Energy worth $268K as of Q3 2026.
M.E. Allison & Co left its Xcel Energy share count unchanged in Q3 2026.
Xcel Energy made up 0.15% of M.E. Allison & Co's portfolio in Q3 2026, its #157 holding.
M.E. Allison & Co first reported a position in Xcel Energy in Q2 2025 and has held it in 6 quarters since.
M.E. Allison & Co's Xcel Energy position peaked at $306K in Q3 2025.
233 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on M.E. Allison & Co's 13F filing for Q3 2026, filed 9 Oct 2026.