Matthew Hamilton Rosenberg’s Xcel Energy XEL Stock Holding History

Matthew Hamilton Rosenberg’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	$242K	Hold	3,427	–	–	0.04%	194
2026 Q2	$275K	Sell	3,427 -70	-2%	-$5.59K	0.05%	180
2026 Q1	$278K	Sell	3,497 -63	-2%	-$4.94K	0.06%	158
2025 Q4	$263K	Buy	3,560 +9	+0.3%	+$710	0.05%	168
2025 Q3	$286K	Sell	3,551 -1,006	-22%	-$72.8K	0.06%	152
2025 Q2	$310K	Buy	4,557 +1,971	+76%	+$137K	0.07%	140
2025 Q1	$183K	Sell	2,586 -93	-3%	-$6.33K	0.05%	200
2024 Q4	$181K	Sell	2,679 -1,409	-34%	-$94.5K	0.05%	201
2024 Q3	$267K	Sell	4,088 -63	-2%	-$3.74K	0.07%	149
2024 Q2	$218K	Sell	4,151 -767	-16%	-$41.7K	0.06%	167
2024 Q1	$262K	Sell	4,918 -642	-12%	-$36.7K	0.08%	142
2023 Q4	$344K	Sell	5,560 -1,094	-16%	-$65.6K	0.11%	102
2023 Q3	$381K	Buy	6,654 +35	+0.5%	+$2.1K	0.13%	80
2023 Q2	$412K	Buy	6,619 +71	+1%	+$4.74K	0.14%	80
2023 Q1	$442K	Sell	6,548 -605	-8%	-$40.8K	0.14%	75
2022 Q4	$501K	Buy	7,153 +201	+3%	+$13.4K	0.17%	70
2022 Q3	$445K	Buy	6,952 +75	+1%	+$5.46K	0.17%	72
2022 Q2	$500K	Sell	6,877 -128	-2%	-$9.31K	0.19%	67
2022 Q1	$506K	Buy	7,005 +1,141	+19%	+$78.4K	0.18%	68
2021 Q4	$397K	Sell	5,864 -442	-7%	-$28.8K	0.14%	92
2021 Q3	$394K	Sell	6,306 -1,000	-14%	-$67.6K	0.16%	77
2021 Q2	$481K	Sell	7,306 -407	-5%	-$28.3K	0.25%	45
2021 Q1	$513K	Buy	7,713 +2,891	+60%	+$183K	0.29%	40
2020 Q4	$321K	Buy	4,822 +100	+2%	+$6.97K	0.2%	56
2020 Q3	$326K	Buy	4,722 +68	+1%	+$4.64K	0.24%	51
2020 Q2	$291K	Buy	4,654 +2,533	+119%	+$160K	0.23%	51
2020 Q1	$128K	Buy	+2,121	New	+$138K	0.13%	95

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

Matthew Hamilton Rosenberg's XEL Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Xcel Energy (XEL) position steady in Q3 2026 at 3,427 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #194.

Matthew Hamilton Rosenberg first reported a position in XEL in Q1 2020 and has held it in 27 quarters since. The position peaked at $513K in Q1 2021. 43 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

Matthew Hamilton Rosenberg held 3,427 shares of Xcel Energy worth $242K as of Q3 2026.
Matthew Hamilton Rosenberg left its Xcel Energy share count unchanged in Q3 2026.
Xcel Energy made up 0.04% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #194 holding.
Matthew Hamilton Rosenberg first reported a position in Xcel Energy in Q1 2020 and has held it in 27 quarters since.
Matthew Hamilton Rosenberg's Xcel Energy position peaked at $513K in Q1 2021.
43 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.