Mascoma Wealth Management’s Xcel Energy XEL Stock Holding History

Mascoma 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	$5.29K	Sell	75 -6	-7%	-$462	﹤0.01%	386
2026 Q2	$6.5K	Hold	81	–	–	﹤0.01%	355
2026 Q1	$6.44K	Buy	81 +6	+8%	+$471	﹤0.01%	354
2025 Q4	$5.54K	Hold	75	–	–	﹤0.01%	359
2025 Q3	$6.05K	Hold	75	–	–	﹤0.01%	361
2025 Q2	$5.11K	Hold	75	–	–	﹤0.01%	379
2025 Q1	$5.31K	Hold	75	–	–	﹤0.01%	395
2024 Q4	$5.06K	Hold	75	–	–	﹤0.01%	403
2024 Q3	$4.9K	Sell	75 -58	-44%	-$3.44K	﹤0.01%	388
2024 Q2	$7.1K	Buy	+133	New	+$7.24K	﹤0.01%	372

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Mascoma Wealth Management reduced its Xcel Energy (XEL) stake by 7.4% in Q3 2026, selling an estimated $462 and leaving 75 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Mascoma Wealth Management first reported a position in XEL in Q2 2024 and has held it in 10 quarters since. The position peaked at $7.1K in Q2 2024. 303 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

Mascoma Wealth Management held 75 shares of Xcel Energy worth $5.29K as of Q3 2026.
Mascoma Wealth Management sold 6 Xcel Energy shares in Q3 2026, an estimated $462.
Xcel Energy made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #386 holding.
Mascoma Wealth Management first reported a position in Xcel Energy in Q2 2024 and has held it in 10 quarters since.
Mascoma Wealth Management's Xcel Energy position peaked at $7.1K in Q2 2024.
303 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.